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 votes
12 answers
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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 ...
Ad A's user avatar
  • 199
18 votes
5 answers
41k views

Add button to the footer of a Lightning Quick Action component

Can you add an additional footer button next to Cancel for a Lightning Quick Action? <aura:component implements="force:lightningQuickAction"> <ui:button label="Save Button" /> </...
GrayB's user avatar
  • 702
18 votes
7 answers
17k views

Lightning QuickAction (API) without modal

I am attempting to replace JS buttons with quick actions. These button simply call a web service method and alert the result and need no user interaction. With quick action a modal always seems to ...
Eric's user avatar
  • 54.2k
14 votes
4 answers
14k views

Actions on Case object in Lightning

I have created a lightning component and assigned it to a custom case action. How to add this action to header near standard buttons. I have added the action in Salesforce1 and Lightning Experience ...
Venky's user avatar
  • 634
14 votes
2 answers
36k views

How to close a Global Quick Action Lightning Component popup?

I'm trying to build a Lightning Component Quick Action for Record Quick Action as well as Global Quick Action. The component opens in a Modal popup in center of screen when in Record View and it ...
VarunC's user avatar
  • 5,950
14 votes
3 answers
1k views

Lightning Development in SF1 – How to prevent caching?

I'm working on the development of some Lightning Component Quick Actions and I need to test some responsive behavior on Salesforce1. I'm running into a lot of caching issues and am having to reset ...
SFDC Neuf's user avatar
  • 1,507
11 votes
4 answers
15k 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&...
joacoiudica's user avatar
10 votes
1 answer
1k views

How to open Local or Global quick action from custom lightning component?

In Winter 17 Salesforce allows creating custom lightning quick actions and have associated interfaces and an event to close the quick action. I wonder if it is possible to invoke the quick action from ...
Artur's user avatar
  • 684
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
9 votes
2 answers
29k 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 ...
Rahul Gawale's user avatar
  • 12.2k
9 votes
2 answers
36k 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 ...
SFDCSai's user avatar
  • 167
9 votes
2 answers
14k 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 ...
Hemant Keni's user avatar
9 votes
1 answer
2k 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 ...
Sander de Jong's user avatar
8 votes
1 answer
700 views

Which date format to use with inputs for the Quick Actions REST API? (INVALID_TYPE_ON_FIELD_IN_RECORD)

I'm receiving the error INVALID_TYPE_ON_FIELD_IN_RECORD when invoking a custom sobject quick action to create a record and its payload specifies a Date or DateTime field as an input value. For ...
Doug Ayers's user avatar
  • 4,186
7 votes
1 answer
17k views

Refresh parent page on close of lightning quick action modal

I have a custom lightning component which pops up when I click on a quick action in a record detail page. Once I click on a button in the popup, I want the popup to close and the parent detail page ...
Rimii's user avatar
  • 75
7 votes
1 answer
175 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 ...
Keith C's user avatar
  • 136k
7 votes
2 answers
3k views

How can I open the Lead convert page in Lightning using a Quick Action?

We have a JS button in Classic which perform some checks and open the /lead/leadconvert.jsp? page with some fields prepopulated. Now we are migrating to Lightning, so for replacing the button we ...
Ravi Narayanan's user avatar
7 votes
1 answer
1k views

DX Deploy - no Quickaction

I'm having trouble deploying to a sandbox. Profiles have been a pretty major pain, so I simply removed all profiles from the mdapi output dir. Now I am fighting QuickActions. In each of my layouts I ...
Chance's user avatar
  • 1,070
6 votes
2 answers
18k 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 ...
Reshma's user avatar
  • 4,019
6 votes
1 answer
8k 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(), ...
Przemysław Długoszewski-Tamoń's user avatar
6 votes
2 answers
1k views

sObjectName and lightning quick action

I have a lightning quick action that needs to check the sObjectName to trigger a conditional action that will fill some fields depending on it. The problem that I encounter is that when using the ...
Cyril Detrain's user avatar
6 votes
1 answer
5k views

Possible to change url target in lightning datatable?

I am using a <lightning:datatable> to display some data in a Quick Action. It works great, and I was able to get the table to display the name of a parent record as a link using a column ...
Adrian Larson's user avatar
  • 150k
6 votes
2 answers
1k views

Looking for Lightning Alternative for Javascript Detail Page Toggle Button

In classic we could use a custom button with some JS to create a simple toggle functionality. Cf. Javascript Detail Page Toggle Button What would be a valid lightning experience alternative (...
Christian Szandor Knapp's user avatar
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
1 answer
13k 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 ...
Raphael D's user avatar
  • 574
5 votes
1 answer
5k views

Creating email action using template

I want to create a quick action to send an email. When attempting to assign an existing template to the predefined Email Template field I am left with a formula editor - how do I call up the email ...
Saroj Bera's user avatar
  • 14.7k
5 votes
1 answer
3k 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 ...
Jason Clark's user avatar
  • 11.9k
5 votes
1 answer
2k views

DX Package Install: No QuickAction named NewTask found

I am trying to install a package to a scratch org like so: $ sfdx force:package:install --wait 10 --publishwait 10 --package [email protected] --installationkey XXXX --noprompt -u XXXX However, the ...
Rai's user avatar
  • 326
5 votes
2 answers
3k 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" ...
Ferhat Özsavran's user avatar
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
3 answers
6k 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?');...
Keith C's user avatar
  • 136k
4 votes
1 answer
1k views

Where in the SFDX tree do translations of quick actions go?

I'm failing to successfully Google where to put in the SFDX tree translations for the labels of quick actions e.g. <label>Duplicate Account</label> here: <?xml version="1.0" ...
Keith C's user avatar
  • 136k
4 votes
2 answers
6k 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 ...
Sander de Jong's user avatar
4 votes
1 answer
3k 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('/...
Keith C's user avatar
  • 136k
4 votes
1 answer
560 views

Salesforce Inbox and the action menu

I'm seeing that when logging into Salesforce through Salesforce Inbox in Outlook on the desktop, and the order of the Quick Create action menus are not the same. Inbox seems to show me some default ...
akarnid's user avatar
  • 1,932
4 votes
1 answer
5k views

Lightning Component Quick Action buttons

I am attempting to create a Lightning Component Quick Action where the user can select between two options when converting a lead. When I initially do this with buttons, it looks awkward along with ...
SFDC Neuf's user avatar
  • 1,507
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
4 votes
1 answer
4k views

Conditionally Render A Lightning Quick Action? [closed]

I've have a component that implements force:lightningQuickAction but would like to have conditional rendering (i.e only display on the page layout if a bool field == true). I've been researching, but ...
Starley Flynn's user avatar
3 votes
4 answers
12k 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 ...
Nagendra Singh's user avatar
3 votes
1 answer
4k 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 ...
Arthlete's user avatar
  • 4,907
3 votes
1 answer
5k views

Can I invoke a quick action from a custom lightning component? [closed]

I have a simple lightning component that I use as a quick action. I want to create another lightning component as a new custom quick action. Can I invoke the new quick action from the old one? The ...
Said Al Attrach's user avatar
3 votes
1 answer
700 views

Why isn't QuickActionDefaultsHandler working in Spring '17?

The following code is working for me in Winter '17 but not Spring '17: global class EmailPublisherLoader implements QuickAction.QuickActionDefaultsHandler { // Empty constructor global ...
Rob Alexander's user avatar
3 votes
1 answer
1k 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 ...
Yaac0's user avatar
  • 165
3 votes
0 answers
216 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
54 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 ...
hgolov's user avatar
  • 773
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

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