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.

106 questions with no upvoted or accepted answers
Filter by
Sorted by
Tagged with
8
votes
0answers
124 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 ...
5
votes
0answers
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"); ...
5
votes
0answers
464 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....
4
votes
0answers
320 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 ...
3
votes
0answers
68 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 ...
3
votes
0answers
4k 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 ...
3
votes
0answers
272 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 ...
2
votes
0answers
77 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
votes
0answers
83 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 ...
2
votes
0answers
49 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 ...
2
votes
0answers
30 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 ...
2
votes
0answers
240 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 ...
2
votes
0answers
189 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 ...
2
votes
0answers
255 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 ...
2
votes
0answers
876 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 ...
2
votes
0answers
24 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 ...
2
votes
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,...
2
votes
0answers
546 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 ...
2
votes
0answers
600 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 ...
2
votes
0answers
382 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 ...
2
votes
2answers
961 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 ...
2
votes
0answers
43 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 ...
2
votes
1answer
505 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 ...
1
vote
0answers
24 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 ...
1
vote
0answers
29 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 ...
1
vote
2answers
122 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 ...
1
vote
1answer
226 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 ...
1
vote
0answers
75 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 ...
1
vote
0answers
62 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 ...
1
vote
0answers
52 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 ...
1
vote
0answers
598 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" ...
1
vote
0answers
288 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 ...
1
vote
0answers
95 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 ...
1
vote
0answers
673 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, ...
1
vote
0answers
20 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 ...
1
vote
2answers
2k 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 ...
1
vote
0answers
64 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 ...
1
vote
0answers
94 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 ...
1
vote
0answers
473 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 ...
1
vote
0answers
234 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 ...
1
vote
0answers
27 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 ...
1
vote
0answers
235 views

Load Lightning Quickaction programatically (without losing Modal)

I have a Lightning component which implements="force:lightningQuickActionWithoutHeader,force:hasRecordId". The UI is content in a modal which is floating on top of a record page. At a certain point, ...
1
vote
0answers
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 ...
1
vote
0answers
232 views

Unable to restrict users to delete attachments sharing from quick actions

Some users need to attach files to opportunities even though they don't own the record. So these users are uploading through quick actions like file in opportunity record. We are restricting users to ...
0
votes
0answers
17 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
votes
0answers
90 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 ...
0
votes
0answers
38 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 ...
0
votes
1answer
67 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 ...
0
votes
0answers
22 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-...
0
votes
0answers
43 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 ...