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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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2 answers
951 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 ...
0 votes
2 answers
1k views

Create Record quick action is not visible for non-admin users

I have a custom quick action using which users can create contract from opportunity record page. Now, the issue here is that, all the non-admin users are not able to access the quick action. But the ...
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,...
0 votes
1 answer
41 views

Close Modal using CloseActionScreenEvent

I have quick action that opens a flow in a modal. I have a lwc component that displays a toast message upon the last screen of the flow. I'm trying to auto close the modal upon reaching the finish ...
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 ...
0 votes
1 answer
997 views

Quick Action and flow to create a record in Lightning

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 , ...
0 votes
1 answer
1k 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 ...
0 votes
1 answer
3k 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 ...
1 vote
0 answers
35 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 ...
0 votes
1 answer
3k views

Deployment : Deploy standard quick action which is creating member plan record

We are trying to deploy a quick action(Add_Benefit_Plan ) which is present on Account Object. Action Type of this quick action is 'Create Record'. This quich action create the Record in Member Plan (...
0 votes
1 answer
2k views

LWC Quick Action - Submit for Approval

I am attempting to create a Quick Action using an LWC to submit a Quote for Approval. I had this done in APEX and Visualforce however I want to convert it to LWC. I found that in order to use Quick ...
0 votes
2 answers
46 views

Can't create Quick Action or Button in ActionPlanTemplate object

I've been struggling with creating an Action/Button or Link in ActionPlanTemplate object. I have access to all permissions I could find on internet: Permission Set Assignment: Action Plans Permission ...
0 votes
0 answers
21 views

Is it possible to trigger "Email Quote" QuickAction from Aura Component?

I've got an Aura Component modal launched from Opportunity which reviews and creates a Quote, redirects the user on the new quote page, and create a PDF (apex call). What I want to do is to open an ...
0 votes
1 answer
952 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....
0 votes
1 answer
159 views

ScreenFlow when launched from QuickAction, is finished. And when we hit the browser back button the flow is relaunched/Re-executing the flow

The Screen flow is launched from quick actions on the contact record page. The flow is re-executing/ launched every time when the browser back button is clicked or trying to go back. So the conditions/...
2 votes
1 answer
52 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 ...
0 votes
1 answer
2k 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. ...
0 votes
0 answers
80 views

Launch maximized or scrollable Global Quick Action for Screen Flow

I have seen the other answer linked for a potential solution for this issue, but I cannot get it to work. I have a GQA which launches a screen flow - it does this fine. However, the modal not ...
11 votes
4 answers
16k 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&...
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 ...
0 votes
1 answer
180 views

How to pass input values in quick action?

We are building manage package with quick action using lwc component, Some customers need to trigger API and some doesn't. So we decided to keep a Boolean check in the target config. I am getting ...
0 votes
0 answers
56 views

Doesn't want to show the pop up window on click of Quick action

I have created a Visualforce page and added it to a Quick Action. On this page, I've implemented the Apex method that runs the Batch class. However, I don't want to display a popup or modal during ...
9 votes
2 answers
37k 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 ...
0 votes
0 answers
252 views

Unable to add "Email" action within chatter component of custom object

I am unable to add Email action on custom object feed. It seems to add the action to activity timeline only. My customer wants same kind of experience as on case object where they see "Email"...
1 vote
1 answer
1k 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 ...
0 votes
0 answers
87 views

Why does my button URL open natively in one org but in the built-in browser in another?

I have a quick action button on my Lead object which opens a flow, when pressing the button on Salesforce1 via the scratch org, the flow opens in the app appearing optimised and fit to the screen, ...
2 votes
3 answers
8k 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 ...
1 vote
1 answer
89 views

Quick Action for LightningWebComponent not Possible for Task SObject

I want to create a quick action of type LightningWebComponent for SObject Task. However, when I deploy the quick action I run into error: Lightning Web Component quick actions are not supported for ...
2 votes
6 answers
1k views

RefreshView API in Quick Action

I have an LWC invoked via quick action that creates child record(s) using a lightning-record-edit-form. The lightning page has two tabs: Details and Related. On the Related tab, we have a "...
0 votes
1 answer
406 views

LWC Quick action on WOLI (Work Order Line Item) not showing up in Dynamic record page

I already checked related posts on this topic and I feel I have already checked them So I have LWC Quick action created - <isExposed>true</isExposed> <targets> <target>...
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 ...
0 votes
1 answer
326 views

Adding custom field to layout for custom Quick Action

Our org has a series of Quick Actions based off of custom objects, one of which is called "Log a Note." This creates a new Note record, with Note being a custom object. I am attempting to ...
18 votes
12 answers
45k 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 ...
0 votes
0 answers
49 views

Do we have to create duplicated default global actions for 2GP?

Problem Description If I include a Layout metadata in my package which includes the default global actions, such as NewTask, NewEvent, etc. there will be an error trying to install the package (I'm ...
0 votes
0 answers
67 views

why my quick action doesn' appear in my page layout?

I have a problem. I created a new action in the account object , and I add it in the page layout of the record type which is billto , but the action doesn't show up in my page layout. Can you help me. ...
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....
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" /> </...
0 votes
2 answers
502 views

Edit Event list view layout

I have created a mass update action of the Event Status field which I now want to add to the list view layout for the Events. The problem is that the layout doesn't exist under Object Manager - Events ...
2 votes
1 answer
917 views

Refresh related list after creating a record via LWC quick action

I built a screen action LWC that uses lightning-record-edit-form and lightning-input-field to create a new record. The quick action is placed on a parent record page and adds a related child record to ...
1 vote
1 answer
674 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 ...
2 votes
0 answers
118 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 ...
0 votes
0 answers
31 views

Adding all Case Contacts to the 'Send an email' action

I am using an action on the case object: We also have the Case contact roles, related list on the case. I want that when clicking on the 'Send an email' button, all the related contacts, will be ...
3 votes
0 answers
236 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 ...
0 votes
0 answers
74 views

Put an Aura component in the Chatter Publisher

I am trying to build an aura component to send an OTP to clients but I can't figure out how to put it in the Chatter Publisher, I was going to code a LWC but I understood from this post that I can't ...
1 vote
1 answer
6k views

How to open LWC in new tab on click of quick action?

How to open LWC in new tab on click of quick action? If I click on a quick action, then that should LWC redirect to a new tab like in the attached image:
2 votes
1 answer
665 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 ...
2 votes
1 answer
3k views

How to get a spinner on Quick Action LWC?

With Summer '21, we have the ability to create a Quick Action from a LWC. The Quick Action doesn't use any of the HTML I can write in this component : This may sound familiar if you recall writing ...
0 votes
0 answers
690 views

How to launch flow in full screen using quick action?

I have added quick action on the record page. Using this quick action I'm launching the Screen flow, which contains the data table, but this screen is not taking the full space of the screen. It is ...
-1 votes
1 answer
73 views

footer buttons distorting in case of error on dropdown- Aura component

I have an aura component quick action with a footer with 2 buttons. Whenever there is any error appearing on 'Status' field, the footer is aligning downwards automatically. Can you please help me to ...
2 votes
0 answers
359 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....

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