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
46 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
44 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
33 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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44 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
19 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
47 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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0answers
18 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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2answers
719 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 ...
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1answer
904 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. ...
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3answers
165 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
19 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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1answer
36 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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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
2k views

How to use standard layout with force:recordData?

I'm trying to use the force:recordData to clone a record with some fields changed in the backend. I am able to retrieve it to the front-end. But unfortunately it seems force:recordData doesn't refresh ...
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1answer
29 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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2answers
5k views

Quick Action on related list

In lightning you are not able to do URL hacking. In order to do any prepopulation of fields, it is suggested to use a quick action. If we have a related list object and we are trying to prepopulate ...
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2answers
328 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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0answers
950 views

Spinner on LWC modal window not rendering as expected

I have a modal window that is opened when clicking a quick action button on a record. It opens an aura component which contains a LWC containing my UI as well as my logic. A spinner should open in the ...
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0answers
12 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
23 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
24 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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2answers
2k views

Lightning component quick action - redirect from Contact to User record detail page

I would like to know how to how redirect from Contact to related User record page via Lightning component quick action. Currently I have created Component which gets Contact record Id and passes it to ...
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1answer
245 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
22 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
43 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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13 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
1k 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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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 ...
2
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2answers
896 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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2answers
47 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
26 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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1answer
813 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 ...
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0answers
14 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
550 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 , ...
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0answers
25 views

Get custom quick action button information in lightning component controller

I have a lightning component which I am using as a quick action, I want to fetch the button information or the source information in the controller. Such as the name or label of that button. Is there ...
2
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1answer
498 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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1answer
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 ...
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1answer
28 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 ...
1
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1answer
108 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
33 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 ...
0
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1answer
132 views

lightning url hack for lookup field

I'm trying to prepopulate the lookup field in child objects from the related list of parent. But it seems the URL hack is not working for that. Event when I hardcode the value, it's still not working /...
1
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1answer
279 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
37 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 ...
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1answer
162 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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1answer
158 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
363 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
200 views

How to bypass Process builder while mass update through quick action on list view?

I have a process builder on custom fields of case object. I want a mass update quick action on List view. Using this mass update quick action I would like to update three fields of selected cases on ...
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4answers
11k 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 ...

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