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Questions tagged [quickaction]

With quick actions, you can make your users’ navigation and workflow as smooth as possible by giving them convenient access to information that’s most important. For example, you can let users create or update records and log calls directly in their Chatter feed or from their mobile device.

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18 views

Deployment Error 'Field cannot be set for type Update a Record'

I have an automated process set up to move my code from Development to QA and when I try to move a Quick Action I am getting an error I have never seen before: 'Field cannot be set for type Update a ...
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0answers
19 views

Placement of Quick Actions

I created a Quick Action to do the job of a URL hack, create a new related record with auto-populated fields. (Like this) Now, I want to use this action in a community layout that I built using the ...
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0answers
29 views

Hiding/Removing Quick Actions

I am in Lightning and I am trying to remove an option from the quick actions of a list view for Task Object. The object settings on task isn't available for me to uncheck 'Delete' option on a profile ...
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0answers
75 views

Change in behaviour for quickActionAPI in Spring 19… Bug? Feature?

I have some existing Lightning code that has started going wrong with Spring 19, and I'm not sure whether I was doing something wrong in the first place, or if this is a bug in the new release. In my ...
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1answer
29 views

Not able to Create Quick Action on Service Contract object

Not able to create lightning quick action on standard Service Contract object. Does anybody has some information on it?
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0answers
48 views

what is “quickcard” in salesforce?

Use the quickcard (section “Import an Object”) to require ISML and guard in your controller. i can't find quickcard keyword in eclipse and what is meaning of quickcard in ecplise . The first bold ...
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2answers
22 views

Lightning Quick Action

Iv'e created a "Create Event" quick action on Account. The quick action(Created Event) is not visible on the lightning record page. Is it possible to create a record (Event) on Account standard object,...
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0answers
33 views

QuickAction.DescribeQuickActions Broken In Managed Packages

QuickAction.DescribeQuickActions() will return different results when called from a managed package context and unmanaged code. For a given entity type, for example Contacts, you must call ...
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1answer
57 views

Predefined picklist value in action layout editor

I'm trying to create a quick action that works as an action layout editor with predefined values. One of the fields I can't fill is picklist type and when I try setting his value with another picklist ...
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1answer
46 views

Lightning Flow from a Case

I've created a simple Lightning Flow that shows just one screen. That screen includes a Lightning component with one input field. (This is a very simple test case.) Then, from the Case object, I ...
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1answer
46 views

Lightning Component to search layout

I have a lightning component that redirect to an external url. I need to use that component as an action in my list views. How do i implement this. I know actions can be put on the list views using ...
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2answers
265 views

How to pass parameter to flow launched from Quick Action

I have created a quick action in account and launched a flow. I need to get account id in that flow. Is there anyway to achieve this? Currently I implemented with a custom url button and passed ...
2
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0answers
165 views

How to close dialog box in lightning experience using javascript?

One of SObject Lightning pages contains an Action Button which opens a custom Visualforce page. I used javascript to open and close the dialog box. It works fine in classic but in lightning it won't ...
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0answers
22 views

Is it possible to link to the current record in an email quick action?

I am attempting to create an object specific Send Email quick action on a custom object which includes a link to the current record in the HTML Body field via formula. I can easily add explicit ...
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1answer
64 views

Take Screenshot of Object Details

I'm looking to create a button in salesforce (lightning and classic) that I can add to any layout. Clicking this button will take a screenshot of the details page and will then send you to a ...
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1answer
457 views

Calling Flow from Lightning Quick Action

I'm trying to call a flow from a lightning action on the opportunity object. The flow is called from a button in classic, but buttons do not appear in lightning. A URL hack of that button allows me to ...
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1answer
40 views

How do I replace a Classic custom javascript button with something that works in Classic and Lightning?

I have the following custom button on my Classic Order object page layout, which is an 'Execute Javascript' one and the OnClick Javascript is as follows: {!REQUIRESCRIPT("/soap/ajax/25.0/connection....
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1answer
45 views

Prepopulating Time field in Lightning Quick Action: user time zone not respected

I am building a Lightning Quick Action for an object that includes a field of type Time. I would like to prepopulate that Time field with the current time, while allowing the user to make changes. ...
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1answer
113 views

Source of “Update Case” Quick Action in Lightning Experience

I am struggling to understand what a particular Action (or is it an Action?) is. It appears next to the Post, Poll, Ask a Question for Case object in the Lightning Experience and its label is Update ...
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1answer
16 views

Is there a way to add New links to List Views along with existing links?

I would like to know if there is a way to add a new link to List view records along with existing links like Edit | Delete | Change Owner?
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1answer
73 views

List View Action not visible to Community Users

Problem 1: I have created a new custom Lightning Action which will run a flow. I have edited the relevant object's List View search layout so that the new Action is selected to display in list views. ...
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1answer
32 views

Are Quick Actions really only available in Chatter? Can we somehow get a 'Create a Record' to display on the standard page layout?

Apologies in advance, because I find quick actions and publisher actions confusing and I didn't find a clear-cut answer on forums or documentation... We are trying to not reintroduce URL hacks, which ...
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1answer
99 views

Getting grey and white background when implementing a lightning component custom action modal dialog

I have created a lightning component custom action which will open a modal dialog. However, when I click the button, the dialog looks like below: The dialog is okay but I am wondering where are the ...
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1answer
47 views

How to put “List View Actions in Lightning Experience” into metadata?

I've defined "List View Actions in Lightning Experience" using Setup -> Object Manager -> (my custom object) -> Search Layouts -> List View -> List View Actions in Lightning Experience, but I can't ...
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0answers
17 views

Can a Flow “know” the specific Quick Action that called it?

I'm hoping to create one flow and have two different Quick Action call it. Wondering if it's possible for the flow to "know" which Quick Action initiated it so that we can build in some decision ...
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1answer
132 views

Focus Refresh/Rerender issue with Lightning Popup Visualforce page

I have a Lightning record page that launches a visualforce page via a quick action button as a lightning popup. Issue: When I save via the command button on the VFpage the redirect reloads the ...
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2answers
863 views

Lightning Component as a button

I have created a lightning component that opens as a popup which requires some input from the user using based on which he is redirected to an external link. All of this functionality works correctly ...
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2answers
262 views

How to redirect (or open in new window) to different url from Lightning Quick Action Button

I want to redirect to different URL (or open in new window will also work) from Lightning Quick Action Button. Here I am thinking to include Lightning component as- <aura:handler name="init" value=...
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1answer
67 views

Tell a force:lightningQuickAction what object I would like to work with

I want to create a custom lightning component which would allow me to create a record of a specific object. I decided to use quick action for this. I googled the documentation over here and found the ...
0
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1answer
181 views

lightning:quickActionAPI alternative to call from a custom lightning app

What is lightning:quickActionAPI alternative to call from a custom lightning app? When I try to call any method from the spec I am getting the following error: The API you used isn’t supported on ...
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0answers
56 views

How to refresh a inline VF page when we create record from quick action in lightning?

I have created a VF page to show related contacts with more functionality and added in account detail page. Now when I try to create a contact using quick action on Account object. My Visualforce ...
1
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2answers
533 views

When does force:recordData execute?

I am using force:recordData to pull data for a Campaign on load of the component. The component is triggered by a quick action. I understand that force:recordData is an asynchronous process. ...
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0answers
9 views

Unable to update case via quick actions

in my sandbox, I have a custom profile based on sales standard. I can update case records via the detail page (even when I'm not the owner of the record). However, when I try to update such record (...
2
votes
1answer
605 views

Pass parameters to lightning component from a quick action

I built a quick action on Campaign that opens a lightning component. I am trying to pass parameters like, say the Id and the name of the Campaign. Earlier I built this using Detail Page Button and ...
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2answers
39 views

Will Sharing=ReadOnly allow my user to Delete or Clone a record

I have Lightning Quickactions for Delete and Clone on a CustomObject__c and I want to ensure that only users with the right permission can use it. From reading this documentation I understand that I ...
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1answer
429 views

Lightning Component as Quick Action not showing beside the buttons

I created a lightning component and a quick action that points to that component. Now I dragged that button in the Salesforce Mobile and Lightning Experience Actions section and it does not show up at ...
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1answer
111 views

lightning quick action not visible in salesforce classic

i have a lightning quick action in my page layout. But the quick action is not visible in Classic View. however, according to the documentation, it should be visible. https://help.salesforce.com/...
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vote
1answer
151 views

Make a lightning component fit to screen

I have a custom lightning component. The lightning component is overridden in Contact Tab. Also, it appears as a popup in a Quick Action. What I want is the Component to appear fit-to-screen both ...
3
votes
3answers
1k views

How to call a WebService method from a Lightning Component that replaces a Classic JavaScript button?

We have JavaScript buttons that follow this pattern: {!REQUIRESCRIPT('/soap/ajax/39.0/connection.js')} {!REQUIRESCRIPT('/soap/ajax/39.0/apex.js')} var ok = confirm('Create the Interest Adjustment?');...
3
votes
1answer
579 views

How to convert mass actions on list view records from Classic to Lightning Experience?

We have multiple JavaScript buttons that follow this pattern where the set of checked records in a list view are first checked and then a server side operation is applied to them: {!REQUIRESCRIPT('/...
1
vote
1answer
258 views

Inconsistent Scrolling Behaviour in Lightning Quick Actions

I have a lightning component I want to embed in a quick action. The component has content which might vary in size, which means I cannot predict what height my quick action needs. As a simple example,...
1
vote
1answer
206 views

list view quick action - Alert info

I need to create a quick action in contact list view to execute a function and display an info alert message. it was not possible for me to find a way to do this in lightning component. https://...
1
vote
2answers
339 views

Lightning quick action - find from which object it is called

Scenario: A Lightning component that is being used as: -a quick action override of the "New" button of CustomObject1 and -as a quick action override of the "New" button of CustomObject1 in the ...
0
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1answer
678 views

How to use standard layout with force:recordData?

I'm trying to use the force:recordData to clone a record with some fields changed in the backend. I am able to retrieve it to the front-end. But unfortunately it seems force:recordData doesn't refresh ...
1
vote
2answers
975 views

How to close Visualforce page opened as Quick Action in Lightning through JavaScript?

One of SObject Lightning pages contains an Action Button which opens a custom Visualforce page. How can I close it in other way than clicking the 'X' button? So far I've tried: window.close(), ...
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0answers
16 views

Change the fromAddressList from QuickActionDefaultsHandler

I'm trying to implement QuickAction.QuickActionDefaultsHandler, because I need to prefill the fromAddressList on the standard Send Email action with a subset of the Org Wide Addresses, which can vary ...
0
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0answers
34 views

EmailTemplateSelector for Email Case Feed

I want to preload specific templates depending on the origin of the case when we click on the quick action button "Email". I read this article : https://www.salesforce.com/blog/2012/10/case-feeds-...
0
votes
2answers
570 views

create child case button not showing on case layout (lightning)

I want to create a child case for a case in lightning. From the related list "Related cases", when I click on "New", the account field on the child case is not fill. For information, I am using ...
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0answers
44 views

Quick Action, Lightning Component and defa

I have created a Quickaction button to display a Lightning Component. When the component displays, I have 4 fields from current record; ID, Latitude, Longitude, and Date-Time field. The lat, lng, date ...
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vote
0answers
28 views

How to add alias / display name along with email address in Specify From Address(es) at case layout?

I was able to add email addresses in case layout to default 'From' address when sending an email from Case Quick Action But how to add alias in each email address? Or is it possible to fill 'Specify ...