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
15 views

Salesforce Lightning Case Assign to Me button

In Salesforce Lightning I am trying to make a button on the case layout which assigns a case to the user viewing it. I want this button to be a single click and the case owner is reassigned and the ...
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2answers
57 views

Error: Create a Visualforce page to use as a custom action

thank you for your reply. I need to create Quick Action - generate PDF on opportunity object. i have PDF visualforce page and custom controller. If i want to add my vf page in Quick action i get error:...
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1answer
478 views

Is it possible to set the "Related Record" Lightning Component to open in the Classic style?

So I have a few "Related Record" components on my lightning pages like this, but I would like the components to have the Classic view. (As its much tighter and feels faster). Therefore keeping the ...
2
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1answer
611 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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0answers
6 views

Aura Quick action not shown up in Dynamic Action layout

I have an aura quick action which is not shown in Work Order page layout. I have checked the necessary prerequisites like - Record Type Permissions Apex Class permissions Dynamic actions is enabled ...
3
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2answers
3k views

How to make a Lightning modal window pop-up with a quick action?

I am new to LWC development, but I do know my Apex code and VF pages. What I am looking for: clicking a quick action on a standard Lightning record page should open a modal Lightning window (which I ...
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3answers
2k 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
18 views

Is it possible to add more actions to the feed actions of an EmailMessage in a Case?

I have developed a flow that creates a new case from an email message as a "Split case" functionality. The use case is that in our vision, one case should focus on one issue, so if the ...
0
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1answer
470 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 ...
0
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1answer
28 views

Launch the same screen flow from different buttons

I need to create three buttons On Custom Object Record Page which will have similar logic for sending emails. (Only difference in to who this email will be sent). I want to use Quick Action and ...
5
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1answer
809 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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2answers
3k 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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2answers
284 views

Getting an error when attempting to create an Email Quick Action in Sandbox

Why am I getting this error when attempting to create an Email Quick Action in a sandbox? Error: Invalid Data. Review all error messages below to correct your data.
2
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1answer
365 views

Which SObjects support LWC Quick Actions?

The Documentation for LWC Quick Actions doesn't make any mention of supported SObjects, or restrictions on the use of LWC Quick Actions for certain object types. However, when I tried to create one ...
2
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1answer
2k 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,...
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0answers
14 views

Editing QuickAction "Invalid Data" no Error

I am receiving an error when updating a Quick Action but not getting any error message? The target object is related via a lookup field. Any idea how to discover what the issue is? Checked Object/FLS ...
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0answers
22 views

LWC as Quick Action on Case Object with Feed Tracking enabled

I have created a Quick Action using a LWC Component. I have placed the necessary XML targets as well. The Action is placed on the Case Object which has Feed Tracking enabled. My page also has the ...
2
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2answers
1k views

Option to Create a Custom Action of Action Type Send Email not visible on Custom Object

I intend to Create a Send Email - Custom Action on a Custom Object, but New Action screen does not show Email as an available Action Type. Is there something that need to be configured for Creating a ...
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0answers
22 views

Navigating Modal Lightning Components

I have two lightning components Visit and Complaint. They both open up in a modal container on the object detail page. So say we're on a Contact detail page, I hit the New Visit button. This opens the ...
0
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1answer
911 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 ...
1
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0answers
23 views

Email-to-case - Filtering sender email based on record-types

I've configured 2 routing addresses on the Email-to-Case : "Test A" and "Test B". And I've assigned them to 2 differents Case recordtypes : "RT Test A" and "RT Test ...
0
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1answer
900 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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0answers
17 views

For some profiles a quick action layout is showing the fields present in compact layout

I have added a new quick action with one formula field on account object. The formula field is exposed on the Flexipage. But, for some profiles the layout expose fields present in compact layout. Has ...
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0answers
18 views

URLFOR in URL quick action removes parameters in Lightning Experience

I'm trying to create a quick action for navigating to a page which hosts a lightning component. This component relies on the recordId existing as a parameter in the URL, however when I try to pass it ...
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2answers
499 views

Quick Action Button in Case Screen

I have created a Quick Action button and Placed in Case Details page in lightning. It does not show up in the page. Can you please help me on this issue.
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1answer
675 views

Quick Action and flow to create a record in ligthning

I am trying to create a quick Action that calls the flow and lightning component to create a record as suggested in the blog here. I need to create a record of custom object from Opportunity record , ...
2
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1answer
513 views

How to access "Submit" button via Publisher SDK with Lightning Component in Visualforce using Lightning Out

I'm trying to follow this Trailhead lesson: https://developer.salesforce.com/trailhead/en/visualforce_mobile_salesforce1/visualforce_mobile_salesforce1_actions_global In this, we can use a ...
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0answers
31 views

Get selected records from related list In Quick Action (Aura or LWC component)

Do we have any possibility to get selected records in related list in Quick Action (Aura or LWC component) for that related list. So when I select records I want to get these records or their Ids ...
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1answer
298 views

Error: No Lightning Web Component quick actions are available for your org

Trying to add a record action for a custom object using a Lightning Web Component, but I am getting this error: This is my component meta.xml: <?xml version="1.0" encoding="UTF-8&...
0
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1answer
44 views

Custom Button or Link in List View Rows

In a Lightning Experience app, in a list view, can I add a custom action button/link to the action menu (highlighted below): This button/link will provide a sort of checkout mechanism that changes ...
2
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2answers
3k 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&...
1
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1answer
30 views

Actions and Recommendations - available in experience cloud?

I have a client who wants to guide their experience cloud users through a structured/rules-based data entry process. Depending on the state of the record, different types of actions might be indicated....
2
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0answers
295 views

How to combine lightning-quick-action-panel and slds-modal_large?

I want to pop-up a modal LWC using a quick action, without any Aura components. This should be possible since Summer'21. I am currently using an Aura component that does the pop-up and at the same ...
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0answers
66 views

Cancel button and standard header in quick action on mobile app

Suppose I have a quick action of type Flow. This is a screen flow where I embed LWC components. I have to be able to open this quick action through custom button placed in some other LWC, so I use ...
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0answers
20 views

How to increase the width of lwc modals called from quick action and called from flow without using Aura

I have 2 LWC, one invoked from quick action, named Ingeration Person Account : META file: <?xml version="1.0" encoding="UTF-8"?> <LightningComponentBundle xmlns="http:...
1
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1answer
32 views

How to push individual record data to external DB via Quick Action button via LWC?

LeadCalloutToDB Apex: public without sharing class LeadCalloutToDB{ @future(callout = true) @AuraEnabled(Cacheable=true) public static void callDBgateway(String recordId){ ...
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0answers
15 views

flow not always saving case status

Just dropping this as a question on your experiences. I have a quick action launched flow that I use to set new statuses on cases. it has a bunch of logic to manage several record types and special ...
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0answers
28 views

toast message is not displaying on some profiles

I created quick actions that will check some criteria and display toast messages accordingly. It is working fine for system admin and some non-sys admin profiles, but failing on some other custom ...
8
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9answers
7k 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 ...
0
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0answers
11 views

community record page only display 3 quick actions and a broken dropdown button

Has anyone ran into the issue where community record page only display 3 quick actions? In the page layout there are more quick actions but, it looks like the dropdown arrow is broken on the community ...
2
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1answer
39 views

Any way to re-evaluate the dynamic action logic after a dynamic action has changed the record?

It is now possible to have action buttons rendered in the "Highlights Panel" depending on field values in the record - dynamic actions - and this works nicely in general. But it appears that ...
0
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1answer
1k 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. ...
0
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1answer
43 views

Creating records on click of a button

We have 3 objects Parent, Child, GrandChild. We have a button called "Create Records" on the record detail page of Parent object. On click of that button, the requirement is, using the field ...
0
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0answers
10 views

Unable to find email attachment and email template icon at the botton of email tab from case feeds

I have created a quick action to send email. I have added that to my case feeds. On click of email action from case feeds I am not able to find email attachment and email template icons at the bottom. ...
1
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3answers
8k views

force:closeQuickAction not working

I'm new to Salesforce lightning. I'm trying to build a quick action that performs backend logic based on a condition else display a toast. I have created the component and associated it to an object ...
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0answers
18 views

Flow launched from Quick Action button restarts after clicking "Finish" button

I have a flow that is launched from a Quick Action and uses all standard flow components. The flow first gets the record using recordId and then uses a decision element to guide the user down 1 of 3 ...
0
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1answer
940 views

Why does my Quick Action not show up in Lightning Experience?

I have created a action to create a record on Opportunity object and added it to the page Layout as well but i am unable to see the quick action on the opportunity detail records Can someone please ...
0
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0answers
181 views

Send Email Quick Action : QuickActionDefaultsHandler

In the Case object, we have OOB Contact lookup(ContactId). In my project case is created using 3 methods, WebtoCase, EmailToCase, and PhoneToCase. Some time the person who created the case might live ...
3
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0answers
41 views

Unable to place a headless LWC on Case page [duplicate]

I created a headless LWC for a Record Action according to the documentation here: https://help.salesforce.com/s/articleView?id=release-notes.rn_lwc_quick_actions.htm&type=5&release=232 I'm ...
1
vote
1answer
307 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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