Skip to main content

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.

124 questions with no upvoted or accepted answers
Filter by
Sorted by
Tagged with
10 votes
0 answers
187 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 QuickAction....
sv-alex's user avatar
  • 131
6 votes
0 answers
708 views

Can we detect context inside a Lightning Component which has implemented 'force:lightningQuickAction' interface?

While working on a Lightning Component that can be invoked inside a Lightning Record Home Page as well as Quick Actions. But I need to present different User interface in both context of the component....
VarunC's user avatar
  • 5,950
5 votes
0 answers
2k views

Not able to open lightning component from quick action otherwise working fine

i get the record id alert after that nothing works doInit : function(component, event, helper) { alert('start'+component.get("v.recordId")); var action1 = component.get("c.getCurrentOpp"); ...
Mohit Joshi's user avatar
4 votes
0 answers
413 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 ...
Aidan's user avatar
  • 13.7k
3 votes
0 answers
225 views

How to use default Attachment Id in Send Email quick action in LWC component?

I am using below code in LWC to show send email quick action from LWC component here I am able to set the default value of Subject and Body. But I am not able to attach a default pdf file to this send ...
Ratan Paul's user avatar
  • 22.7k
3 votes
0 answers
5k views

Quick Action: You can't perform this action on this page

Since Spring22 upgrade, a strange behaviour has been observed and despite our investigation, we have not found the solution yet. When we click on a custom Quick Action on some Accounts (and only on ...
Nicolas Vuillamy's user avatar
3 votes
0 answers
81 views

Salesforce Mobile Visualforce Quick Action Heigh Error

In the last release (Summer' 19) we are having problems in Salesforce1 with visualforce that are used in quick actions. The problem is that the visualforce don't have the height that we define in ...
Torsen's user avatar
  • 1,534
3 votes
1 answer
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,...
James's user avatar
  • 2,639
3 votes
0 answers
5k views

Lightning Example for Multi-step wizard in Modal

I am currently building a (set of) Lightning components for reusable wizards like the ones that Salesforce uses in the Setup. The logic of switching between steps and showing the current status ...
Robert Sösemann's user avatar
3 votes
0 answers
308 views

Can Lightning Actions be added to Object tabs?

Until Standard buttons like New can be overriden with Lightning components with the Summer '17 release I need an alternative working now. How can I add a Lightning action to tab/list views in ...
Robert Sösemann's user avatar
2 votes
1 answer
48 views

Blank space - Quick action

I have a custom object and I have a built a quick action which will update the status field to "a" The quick action configuration is shown below While designing this quick action, I have ...
Exps's user avatar
  • 263
2 votes
0 answers
111 views

When a Quick Action creates a record can Trigger identify the Quick Action?

If an Quick Action creates a record and the creation of that record results in an Apex trigger being executed, can the Trigger determine which Action (if any) created the record? The Action could, of ...
John Lewis's user avatar
2 votes
0 answers
344 views

Problem installing package upgrade "QuickAction - no QuickAction named SendEmail found"

The failing version of the package added a Global-Xyz Layout.layout-meta.xml file that starts with: <?xml version="1.0" encoding="UTF-8"?> <Layout xmlns="http://soap....
Keith C's user avatar
  • 136k
2 votes
0 answers
2k views

How to open LWC on full screen on a Quick action?

I have LWC and i called that on a custom quick action. But it is not opening on full screen. can anyone suggest anything?
user111906's user avatar
2 votes
0 answers
650 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 ...
Maverick's user avatar
2 votes
1 answer
628 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 ...
kabrice's user avatar
  • 129
2 votes
0 answers
495 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 ...
Raphael D's user avatar
  • 574
2 votes
0 answers
95 views

Quick action record edit form behaves differently based on page layout

I have a lightning record edit form launched through a quick action that uses the page's recordId to grab fields. On this edit form there is a lookup field. If I don't include this field on the page ...
Elliot's user avatar
  • 205
2 votes
0 answers
1k views

How to get Custom Button to open in same Tab/Window in Lightning Community?

I have a very simple Custom button in my Lightning Community that opens to a flow, but the custom button opens in a new tab/window even when I set it to open in the existing window. This flow works, ...
user7100889's user avatar
2 votes
0 answers
293 views

Unable to fire force:runActionComponent application event

Currently, LWC doesn't support QuickActionApi, but I really need it. Also, I am investigating option to wrap my LWC component by Aura component container, which will use quickActionApi and interact ...
BlackCat's user avatar
  • 802
2 votes
0 answers
289 views

quickActionAPI on Lightning App Home Page

so for my current project I am trying to remediate a client's business process from classic, which basically pops open a modal with some fields prefilled to create a new object record. I obviously ...
Alarmed_Win's user avatar
2 votes
0 answers
552 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 ...
abhi's user avatar
  • 109
2 votes
0 answers
1k 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 ...
user46402's user avatar
2 votes
0 answers
36 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 ...
Eric Luu's user avatar
  • 890
2 votes
0 answers
672 views

Managed Package: Differences between quick actions and "Error: Cannot modify managed object: entity=QuickActionDefinition"

I have got a managed package, which I install on developer org to test it. After installation I can surely see the differences between the quick actions, which I've on my testing org and on the org ...
Mateusz's user avatar
  • 21
2 votes
0 answers
872 views

Quick Action using Visualforce - close modal function

According to Lightning Components Developer Guide, $A.get("e.force:closeQuickAction").fire(); should be used for closing modal window when using Lightning Component as Quick Action. Is there ...
Victor's user avatar
  • 413
2 votes
0 answers
385 views

Call Lightning QuickAction from Lightning Component

I have 2 Lightning components as QuickAction. The second one should be able to call the first one as a quick action as well (Modal). Is there a way to do so ? RedirectToComponent will open it in a ...
Simonp's user avatar
  • 1,892
2 votes
2 answers
2k 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 ...
VarunC's user avatar
  • 5,950
2 votes
0 answers
2k views

Can I build a lightning component to call/open a quick action in 2017?

We really need a way to invoke an existing quick action on a record programmatically. I know that we can close it (e.g. $A.get("e.force:closeQuickAction").fire(); ), is there a way to open it or ...
Arnolddddddd's user avatar
2 votes
0 answers
83 views

How to hide quickactions but still use them in macros

I am using the Service Cloud Console and want to use the Macro feature. I have a specific quickaction with a number of fields that can be changed, but to be able to use these in the macro actions, the ...
Valyrion's user avatar
  • 1,144
2 votes
1 answer
532 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 ...
VarunC's user avatar
  • 5,950
1 vote
0 answers
26 views

Prepopulate To Email Address using Global Action

We have a global action to send email. It populates the to address correctly when invoked from Contact detail page. We want to use same the global action to send email from Opportunity record. Here ...
Exps's user avatar
  • 263
1 vote
0 answers
3k views

Error when send email from Flow?

I create the screenflow that calling Send Email Action this flow will triggered from Action Button that I put on record page. when I activate this flow and test to sent an email from record page I got ...
naticap's user avatar
  • 121
1 vote
0 answers
100 views

Metadata type_x issue (I want to create a quick Action Dynamically from MetaData API)

This is how I am trying to create the quickAction. MetadataService.MetadataPort service = createService(); MetadataService.QuickAction customObject = new MetadataService.QuickAction(); customObject....
user121585's user avatar
1 vote
0 answers
185 views

Send an Email Quick Action automatically replies instead of starting a new email

I have Created a send email quick action on Case Object and I have also put the chatter component on the lightning page with this quick on it. Everytime I try to use the quick action to write an email ...
Mayank Patel's user avatar
1 vote
0 answers
775 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 ...
rmatusiak's user avatar
  • 332
1 vote
0 answers
35 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 ...
jaw999's user avatar
  • 1,315
1 vote
0 answers
150 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 ...
Golnaz H's user avatar
1 vote
0 answers
618 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 ...
salesforce Developer's user avatar
1 vote
0 answers
360 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 ...
Lance Shi's user avatar
  • 13k
1 vote
1 answer
581 views

Service Cases: Email Quick Action Button/Tab Not Showing Up

I have read a lot of documentation on this, and feel like there's something simple that I am missing that is not allowing the email quick action button/tab to show up on my service case feeds. My ...
Michael's user avatar
  • 111
1 vote
0 answers
4k views

Trouble retrieving QuickAction using SFDX: Metadata API received improper input. Please ensure file name and capitalization is correct

I'm having a problem with retrieving QuickActions via the metadata API using SFDX. I'm using the sfdx force:source:retrieve command with the following manifest: <?xml version="1.0" ...
E. Csongradi's user avatar
1 vote
0 answers
549 views

LWC RefreshApex on component load when used as quick action

I am having trouble displaying information about changed fields on a record through use of a LWC Quick Action that is submitting records for approval with pre filled comments. I am hoping to be able ...
Tom Jacobson's user avatar
1 vote
0 answers
269 views

force:refreshView doesn't refresh record related lists as community user

I have a custom lightning component that, after some operations, do a $A.get("e.force:refreshView").fire() but it's refreshing everything except the current record related lists. I've read this is ...
molinet's user avatar
  • 915
1 vote
0 answers
28 views

Display expanded quickactions buttons on related lists on 3 region split layout

I have a 3 region split layout where there's more than enough room for a "New" Button which is hiding collapsed under the arrow but it's auto collapsed with this kind of layout and I can't find a way ...
Andegosu's user avatar
1 vote
0 answers
65 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 ...
Kevin Butt's user avatar
1 vote
0 answers
372 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 ...
Rival's user avatar
  • 601
1 vote
0 answers
609 views

Override a Standard Action with a Lightning Component not working for Contact New button

I am trying to perform the Standard Action override with a lightning component as per the given trailhead https://trailhead.salesforce.com/projects/workshop-override-standard-action/steps/override_4 ...
Madhurima's user avatar
  • 1,385
1 vote
0 answers
389 views

How can I specify an SLDS icon for the icon attribute of QuickAction

Are the SLDS icons exposed as static resources (without a manual upload)? Is there a syntax for referencing the the SLDS icons, as static resources, from metadata? I am creating a QuickAction using ...
RobD's user avatar
  • 404
1 vote
0 answers
36 views

How to submit parameter to a quick action?

i have a quick action with two fields. I want to submit a parameter for one field. How can i do this? I have already specified a prefdefined field value and a button on a custom vf-page. var ...
droidfish's user avatar
  • 119