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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1answer
22 views

Mass update on selected Opportunity Line Items?

In Classic I have a functionality where you select a couple of line items in an opportunity and then press one of four buttons to update a checkbox in each of those items (which fields get updated ...
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19 views

While upgrading the package, getting the message “You are not allowed to update Quick Action field Type”

While upgrading the older version package to the newer version we are facing an issue as “You are not allowed to update Quick Action field Type”. In the newer version, we have modified the Type of a ...
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1answer
17 views

Adding an FSL flow based quick Action on FSL Mobile App

I have quick action on Work Order Object. This quick action is a type of Field Service Mobile Flow - https://help.salesforce.com/articleView?id=sf.mfs_flow_build.htm&type=5 I have added it to the ...
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1answer
56 views

How to open Screen Action LWC only when the record meet the requirement?

I creating a Screen Action LWC on Account Record But I want to launch the Screen Action only if some fields are blank, in our example: Report__c So I wanted to implement connectedCallback() in order ...
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1answer
83 views

How to get a spinner on Quick Action LWC?

With Summer '21, we have the ability to create a Quick Action from a LWC. The Quick Action doesn't use any of the HTML I can write in this component : This may sound familiar if you recall writing ...
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0answers
21 views

Quick actions - can they be expanded by default?

When a user first views a Case, the quick action menu is collapsed. It expands when they click on it. While I think this makes sense, the users want it expanded by default. Can this be set? Example ...
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20 views

“Create Follow-Up Event” button not visible despite it is on the page layout for Task object

As an andministrator, when I create a Task of certain record type, I can see the "Create Follow-Up Event" button. But when I login as another non-admin user I can't see the button The non-...
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0answers
35 views

Getting different recordId in account record detail page

I am trying to place a LWC component in quick action and trying to do some logic depends on the record ID and I am getting the record ID like this inside LWC @api recordId; and my account record ...
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1answer
32 views

LWC Quick Action - Submit for Approval

I am attempting to create a Quick Action using an LWC to submit a Quote for Approval. I had this done in APEX and Visualforce however I want to convert it to LWC. I found that in order to use Quick ...
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1answer
37 views

Quick Action on Opportunity not showing

I created a Quick Action on Opportunity that creates a task of a certain record type however it does not show up. I am not sure why? Quick Action Page Layout Page
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1answer
19 views

Set predefined values from parent object while creating child object in master detail relationship

I have master detail relationship between Opportunity and Work Order. There is Work Order related list in Opportunity. On clicking 'New' in related list, I want to prepopulate some fields using ...
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1answer
156 views

LWC quick action not working

I am trying the new summer 21 feature: LWC from quick action. I am trying this on my developer edition, already updated to summer 21 version. But with a very simple code, the modal is not opening and ...
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1answer
100 views

Quick Action as LWC 2021 [duplicate]

I am attempting to create a Quick Action using LWC without using Aura however I am getting a error. I was reading the documentation https://help.salesforce.com/articleView?id=release-notes....
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1answer
83 views

LWC Quick Action on Case

I am trying to create a button on Case to set the Status to Closed Case, however the button is not appearing on the Case Page Layout and I am not sure why. I dont see that when creating a Lighting Web ...
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1answer
232 views

is recordId passed to lwc in a quick action?

I made a lwc to use as a quick action, but despite declaring an @api recordId property, when logging it in connectedCallback, I get undefined. This is the configuration: <targets> <target&...
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2answers
177 views

LWC Quick Action - recordId propertyindefined in ConnectedCallback context

I am trying to create lwc quick action, which was introduced with the Summer 21 release. I want to use the recordId property from the object that I am on, but the property is 'undefined' in the ...
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0answers
51 views

Width of Quick Action in LWC (lightning__RecordAction)

Since Quick Actions can invoke LWC now, what is the approach of changing the width of the modal? I can't figure it out. In Aura components this was possible - <aura:html tag="style"> ....
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1answer
130 views

Full Screen Quick Action - Lightning Component

I have a lightning component that I open from Quick Action. I added some CSS to open the modal on full screen and this working. What I want to do is to stick the custom footer to the bottom of the ...
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0answers
11 views

Quick Action - Default Look Up ID

I created a Quick Action on Contact to create a Opportunity. I was able to assign a value to account however I also want to assign the value to Contact but it is not working.
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19 views

How to Create Custom Lookup on Standard Record Create Page to avoid “Create Quick action” on lookup field

How to Create Custom Lookup on Standard Record Create Page to avoid "Create Quick action" on lookup field without revoking Create Permission on profile. I have a requirement where orders are ...
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1answer
24 views

Aura Component not filling all the fields in Quick Action

I'm trying to configure a quick Send Email action in Aura, some of the fields are okay but some just won't prepopulate... var actionAPI = component.find("quickActionAPI"); var fields = {//...
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0answers
19 views

Flow builder + quick action

I set up a flow builder + a quick action to update the lead status but it doesn't work. My quick action button is there but nothing happen when I click on it. Do you any advice to manage this? Here my ...
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1answer
99 views

Lightning web component not rendering correctly from quick action

I have created a lightning web component that displays information from a grand-parent object, parent object and child object. I have created a quick action on the parent object with lightning web ...
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5answers
857 views

recordId is undefined in LWC quick action component

I have created an LWC component for quick action and also defined the @api recordId inside that. But the recordId is undefined in the component when logged. Seems like it is not being passed to the ...
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1answer
42 views

Inline Quick Actions on a List View?

I have created an object-specific Quick Action that executes a Lightning Component and I have added the action button to the object's Page Layout. The button is shown on the record page and it works ...
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0answers
18 views

How to make visible Candidate action to a permission set?

FSL Resource Permission allows the following - See the Work orders and see the CANDIDATES action and assign / Schedule the Service Appointment to Self at an appropriate and free period using the ...
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0answers
25 views

Close (new) LWC Quick Action Panel [duplicate]

I created a new direct LWC quick action form in the new version for Summer 21 without Aura. I cannot find documentation, how to close the quick action panel. Has anyone already experience with it?
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0answers
26 views

Can't scroll after lightning component quick action finished

I have implemented this Lightning component quick action and it works fine. Lightning Web Component LWC Quick Action button Lead Ownership The only issue I'm having is that when the button is clicked ...
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1answer
455 views

Unable to close quick action from LWC (from Web component)

I'm directly using LWC component in the Quick Action through flow, once the submit button is called I'm dispatching an event from LWC but aura is not capturing and also Quick action modal is not ...
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2answers
742 views

How to auto close LWC quick action from JavaScript?

I have created a Lightning web component quick action for account object in the Summer 2021 sandbox org. This is the screen action and working fine, but I am not able to close the action using ...
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2answers
2k views

Not able to create a quick action using direct LWC in Summer 21 org

I have a requirement where I want to create an action using LWC component. But I am facing the below issue while creating the quick action As per the Salesforce release documentation, I have copied ...
2
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0answers
28 views

Refresh sub tab when open It

I have a quick action button on Opportunity that called Create Offers which call a Lightning Component that create Offers and open the related list(Offers__r) in a sub tab. This code working, but ...
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0answers
26 views

Getting Unable to get property 'value' of undefined or null reference - Lwc Quick Action

I am getting the below error, The component work fine once first called by quick action but once i go back to the same quick action I get the below error. If i refresh the page then i dont get the ...
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1answer
61 views

Clone Opportunity using Quick Action

I'm trying to create a quick action button to allow reps to clone an opportunity. I noticed when I try to create this I can't select opportunity as the target object. Is this possible without code?
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0answers
14 views

Quick action button on record page opens flow - modal not wide enough

I have a flow opened in a modal from a quick action button on a record page. Is there a way to make the modal from a quick action button wider?
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1answer
29 views

Only one time access on a quick action [closed]

I want to give an access to the users only for one time on quick action button. Like if they click on the quick action button then for the next time he will not be able to access that button. Can ...
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0answers
35 views

Deploy QuickAction using a Flow: impossible?

I have an error while deploying a simple QuickAction using a Flow Definition (generated from a force:source:pull) The flow definition is in the same package so available, but i have an error telling ...
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2answers
75 views

How can I use lightning:quickActionAPI's getSelectedActions() method in Lightning components (aura)?

I would like to use lightning:quickActionAPI's getSelectedActions() method in a lightning component (aura) to get the action name (custom/standard actions on an object) that is currently selected on a ...
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0answers
16 views

Add a record link in HTML email body

we are using a Action layout editor to enter a new email from activity component, we want the users to get the predefined value upon creation of email, everything is working except the HTML body, we ...
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1answer
34 views

Service Management - Email Quick Action - Auto response

we are implementing the case management. We have set-up the channels (Email, Web). For each channel we have setup-up an auto-reply rule. Use Case The user opens a case via email, and an auto-reply ...
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1answer
144 views

FSL : Not able to Search Product field in Quick action from flow

BackGround I am facing a weird issue related to quick action and flow, I have created FSL Mobile flow, and inside the flow, I am using quick action, which is creating Work Order Line Record, in Quick ...
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0answers
50 views

New Note quick action not appearing in lightning page

I have created one quick action on a lead object, which creates notes records. I also added that note quick action to the page layout but it's not getting displayed on the page. I tried to do the same ...
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1answer
434 views

Calling LWC from a quick action Aura component displays two modals. One of LWC and the other of Aura

I have a quick action button that calls an aura lightning component that calls an embedded LWC. Quick action Aura: <aura:component implements="flexipage:availableForRecordHome,force:...
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0answers
50 views

Reply, Reply All & Forward Quick Action

is it possible to use Reply, Reply All & Forward (this Quick Actions are on "EmailMessages") - Quick Actions on a custom Lightning Web Component? For example it is possible to use the ...
4
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1answer
260 views

Create List View Quick Action that calls a flow

I want to add a quick action button into a record ListView which calls a flow. When I open the list view options, I can not see the quick actions that I created. It says "New Quick Action" ...
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1answer
165 views

Spring '21 Aura component problem at install time

We have a problem with some unchanged code that will now not install in Spring '21. The problem might relate to the naming of a base component that we called "action": <aura:component ...
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2answers
754 views

How to place a Custom Button on list view (Lightning)

I have created a Lightning Quick Action with a custom aura component to do some async processing over all records. But I cannot find a way to place that button on List View in lightning. I have read ...
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1answer
154 views

Changing the label of Lightning Quick Action closing button

When implementing a lightning quick action creating an aura component that implements force:lightningQuickAction, it comes by default with a "Cancel" Button, which I would like to rename as &...
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0answers
20 views

Need help on the following use case

Here is the Use case. On Opportunity record, I want to show a Archive button. Onclick of the Archive button a prompt must display “Do you want to Archive the record?” , Cancel and Continue button must ...
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0answers
55 views

Is it possible to close a quick action modal (lightning component) when clicking anywhere outside the modal

I have read a bunch of answers regarding how to close a modal dialog when closing anywhere else. My scenario is the modal is the salesforce quick action opened lightning component. It is an aura ...

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