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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Validation error while deploying a quick action on Case object

I am deploying a quick action on case object using VS Code but I am getting the below validation error and I am not able to remove this error :- Case.Email_Random_Name Action 0 0 Required fields ...
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1answer
13 views

How do I change the Bulk Action buttons on the top right of the Case List View page in Lightning Experience?

I've been trying to figure this out all day. All I want to do is add a Delete button to the top right of my Cases list views so that people can select multiple cases and delete them. How do I change ...
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21 views

Quick Action predefined field value default is overriding user input

I've set up a quick action on the Account page to create Opportunities, and I've used Predefined Field Values to set some of the field defaults, but left those fields on the Action layout so that the ...
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2answers
4k views

Calling Flow from Lightning Quick Action

I'm trying to call a flow from a lightning action on the opportunity object. The flow is called from a button in classic, but buttons do not appear in lightning. A URL hack of that button allows me to ...
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1answer
29 views
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25 views

Quick Action to open lightning component

I have a lightning component which opes the modal/popup on click of a button through which the users can select the record type. The component is like below <aura:component implements="...
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3answers
2k views

Unable to redirect to the record created using Quick Action in lightning experience

I created a quick action named 'Create Opp' on Account to create an Opportunity and launch it in lightning experience from the Account detail page. I am able to create the Opportunity record ...
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1answer
464 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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5answers
22k 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" /> </...
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3answers
296 views

How to redirect to standard lead convert page in lightning

Currently, I'm working on lightning migration. So, I'm converting the javascript buttons to related quick actions & quick actions with the vf page respectively. I'm facing issues with the ...
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1answer
9 views

Not seeing Quick Text

I created Quick Text within an email in Salesforce Lightning. I can't figure out how to see the Quick Text that I created. When I create a new email & try to use Quick Text, it says there isn't ...
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1answer
1k views

Error deploying QuickAction to Campaign

I have a QuickAction that I'm trying to deploy (using Ant) to a new Developer org. The quick action creates a new child Campaign and uses the ParentId field. Also, this quick action exists in other ...
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1answer
40 views

How to display toast or custom error message with in quick action

Currently, I'm working on lightning migration & i have a custom javascript button named convert. This button will display multiple toast messages based on record criteria. Everything working as ...
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1answer
462 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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Lightning Send Email Action - is it possible to edit the Contact Card to change the fields shown when selecting Contacts?

Not sure if anyone has tested, but is it possible to edit the fields displayed on the Contact Card shown when selecting contacts from the standard "Send Email" button in Lightning? Example ...
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1answer
1k 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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13 views

Load record information in lightning component [duplicate]

I wrote a simple lightning component to launch from a quick action on a detail page from the SF1 iOS mobile app. This will launch a deep link to a 3rd party app. The mobile URL is stored in a field on ...
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1answer
717 views

Cloud Console methods from Lightning component

I have an Action button in the layout of the Account sObject, the action button is a Lightning component, when opening the account in the Cloud Console and that action is submitted I try to navigate ...
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11 views

Auto-CC Contacts/Users (based on conditions) on Case Email Action

Use Case 1 - Some specific Contacts/Users need to be always Auto-CC'ed on the Case Email Action whenever a Case is raised for specific Accounts. Use Case 2 - Extension of UC1 - This could be extended ...
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1answer
32 views

Remove Standard Quick Action from Object

I need to remove the standard quick action on the object, but still allow users to create via LWC and custom components. Here is a screen shot of the buttons I'm talking about: I'm trying to remove ...
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1answer
688 views

Lightning Experience: How to prevent Quick Action opening two times?

In SF Lightning Experience I have a custom Quick Action for Account object which opens my custom Lightning component in the quick action popup. The problem is that when I click two times on the quick ...
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0answers
18 views

Setting default values through the createRecordEvent

We have a lightning component which fires a createRecordEvent that is called from Quick Action through the the Flow. I tried to set the default field values which auto populates some fields on the ...
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1answer
556 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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1answer
936 views

Can I use SF Lightning quick action buttons to open a visualforce page?

I have a custom quick action button on a record detail page. onclick of it, I want to open a visualforce page. (The default behaviour opens a popup window).
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PageLayout is delayed when record type is changed by workflow

I have two record type in Account object. RecordType1 => default RecordType2 When is the status changed from Open to Active. I'm using workflow to change record type to "RecordType2". When is the ...
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9 views

Use quick action in lightning component designed for home page

I have created one lighting component for the home page where we have a number of cards that display a list of field values of any object. on each card, we have a dropdown which is used to create the ...
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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
34 views

Close Lightning Quick Action pop-up on opening another pop-up from that Quick Action

I have a button inside the Quick Action pop up window. On click of that i'm opening new Modal (pop-up) when this pop-up opens i would like to close the main Quick Action pop-up. If i use $A.get("e....
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1answer
745 views

How to add a Flow button to a Lightning Highlights Panel?

We have created a flow and a Flow action button. We'd like to add the button to the Lightning Highlights Panel on a case detail page. However, despite adding the button to the page layout in the ...
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15 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 ...
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1answer
46 views

Related record component - does not show action's default values

I am using Lightning in my org I have a requirement to have a tab for resolving a case For this I have created a new case quick action - I called it Resolve Case. Also I have set the Status field ...
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2answers
716 views

Is there a way to call standard Quick Actions from a LWC?

I'm trying them all and it seems impossible. The thing I'd like to do is call the "Create PDF" Quick Action for the Quote object from a LWC. I tried debugging the browser and see what happens when ...
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3answers
2k views

Quick action redirect to force:createrecord lightning component

Need to initiate force:create record from lightning quick action: 1. Output is not as expected two modals are showing up. I need only new contact modal. How to achieve this? Please help.. Thanks 2. ...
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1answer
10k 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 ...
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13 views

edit log a call quick action button size to display fully in French

I'm working with French users, and in French, log a call = "Consigner un appel", New Event = "Nouvel Evénement" The thing is that on the quick action to log a call / create a new event, it only shows ...
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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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2answers
4k 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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1answer
58 views

LWC not retrieving wired record data

I have a simple LWC component that isn't able to perform getRecord. As in the situation in this question, I need it to be invoked in a quick action, so it's wrapped in an aura component (if that ...
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1answer
152 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 XXXXX@0.1.0-2 --installationkey XXXX --noprompt -u XXXX However, the ...
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69 views

Building a better Related Record Component in LWC?

I'm just starting learning LWCs and I thought I'd tackle something I know well which is Quick Actions and Related Record Components. They are fabulous, but have a few limitations (like not being able ...
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25 views

Update Record Quick Action in Lightning Does Not Refresh & not showing updated values

On opportunity page, i have a Inline edit Data table LWC component to update child records. Based on the child records update, i am updating the opportunity fields from child trigger. I have a Update ...
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160 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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6answers
10k 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 ...
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1answer
22 views

Add Tab Name for opening tab on click of lightning component quick action

I am getting my tab as shown in screenshot below which is a component that gets displayed on clicking a quick action button . currently it is showing asterisk how can i show name on tab.
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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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0answers
11 views

User unable to see scroll bar in custom case action (VF page with flow)

I am trying to add a custom Salesforce publisher action into my case classic console view which will invoke a flow interview to collect details and provide an output form. However, I found that there ...
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2answers
679 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
39 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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1answer
116 views

Toast is not firing from the lightning component

I am trying to show the toast on the screen after the field is updated using the lightning component the Controller looks like below Controller ({ recordLoaded: function(component, event, helper)...
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1answer
39 views

Setting the case status using the lightning component through the quick action

I am trying to call the lightning Components from the Quick Action to change the status of Case to Closed on click of a button. Components <aura:component implements="force:hasRecordId,force:...