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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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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 ...
user1718612's user avatar
1 vote
0 answers
34 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 ...
Exps's user avatar
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0 answers
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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 ...
Yan Imensar's user avatar
0 votes
2 answers
44 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 ...
yanaspaula's user avatar
2 votes
1 answer
51 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 ...
Exps's user avatar
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0 answers
76 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 ...
poorpractice's user avatar
0 votes
1 answer
150 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/...
Janardhan Kumar's user avatar
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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 ...
Shruti Saran's user avatar
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0 answers
86 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, ...
Deployment Failure's user avatar
1 vote
1 answer
84 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 ...
PieterJacob's user avatar
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1 answer
314 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 ...
Yana Myaskovskaya's user avatar
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46 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 ...
Darren's user avatar
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0 answers
65 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. ...
Leila Med's user avatar
0 votes
1 answer
173 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 ...
Ragul's user avatar
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1 answer
389 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>...
SEuser's user avatar
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2 votes
0 answers
117 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 ...
John Lewis's user avatar
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 "...
Casey Gehling's user avatar
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0 answers
30 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 ...
Saariko's user avatar
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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 ...
Ratan Paul's user avatar
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0 answers
73 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 ...
Gennaro Cirillo's user avatar
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0 answers
251 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"...
Srikanth M's user avatar
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0 answers
672 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 ...
Atul Rakate's user avatar
-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 ...
Pravindra Singh's user avatar
2 votes
0 answers
356 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....
Keith C's user avatar
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1 answer
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Populate default values during record creation - LWC quick action vs defaultFieldValues button/link

In terms of prepopulating values on a record creation modal, I'm wondering what advantage, if any, the LWC quick action technique has over the much easier button/link technique. LWC quick action ...
snippet69's user avatar
0 votes
1 answer
769 views

How to get the api name of the quick action which invoked the flow?

I am using a generic flow which can be invoked from multiple objects. In Flow, I have embedded the LWC Component, by using the Currentpagereference I am able to get the quick action name of the only ...
S1th's user avatar
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0 votes
1 answer
71 views

Detecting the state of the alt/option key in a LWC Headless Quick Action

I'd like my LWC Headless Quick Action to behave differently when the alt/option key is held down. But the platform abstracts away the browser events and calls the invoke function with no additional ...
Keith C's user avatar
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0 votes
0 answers
187 views

Quick Action - Detail Button Page Error - LWC

can anyone help me with this error, My requirement is: I have a Detail page button called Convert on Order Object, when I click on the convert button it should convert the order object Record to ...
Lalitha jakka's user avatar
1 vote
0 answers
3k views

Error when send email from Flow?

I create the screenflow that calling Send Email Action this flow will triggered from Action Button that I put on record page. when I activate this flow and test to sent an email from record page I got ...
naticap's user avatar
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1 answer
2k views

LWC keeps loading on quick action and lightning__recordPage

I have the LWC created for LWR Site that I am also using on Lightning quick action on Contact object. When I click the quick action, I just get loading screen infinitely and LWC never loads. here's ...
anxiousAvocado's user avatar
2 votes
1 answer
902 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 ...
Hiroki Yuda's user avatar
0 votes
2 answers
492 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 ...
MarkB's user avatar
  • 37
-1 votes
1 answer
2k views

How To Add The "Change Owner" Button Inside Lightning Record Page?

I have a requirement in which I must add the standard "Change Owner" button inside a lightning record detail page. I know that this button appears inside list-views, but I need to show the ...
Emmanuel_M's user avatar
0 votes
1 answer
883 views

How can I make it so that only the case owner can see my quick action?

I have a a quick action on a Case lightning record page that I need to make only visible to the owner of the record. I have dynamic actions enabled, so I can access the user record and the case record'...
Riggs Markham's user avatar
1 vote
1 answer
1k views

Is it possible to close an LWC quick action after reloading window?

I have created a quick action that loads an LWC. I want after a save button is clicked, the page is refreshed and the LWC popup closed. I have tried using the following code but the after the refresh, ...
Pauline's user avatar
  • 375
0 votes
1 answer
63 views

Activity tab in lightning page

However I try I cannot display the email option here. Things did: Checked each page layout of the object and confirmed that the mobile and lightning action has the email option. Then checked the ...
user121495's user avatar
1 vote
1 answer
1k views

Lightning Web Component Action not showing up on community page

I've been having this issue where I created a LWC to act as an action, and while it shows up fine on the record page, I'm having some issues having it show up on my Community App. At first I thought ...
Kevin Yao's user avatar
  • 117
0 votes
1 answer
2k views

Metadata API 'Quick Action' - Required fields are missing: [Component] (REQUIRED_FIELD_MISSING). Fields Component

MetadataService.MetadataPort service = createService(); MetadataService.QuickAction customQuickAction = new MetadataService.QuickAction(); customQuickAction.targetObject = 'Test__c'; customQuickAction....
Akshat's user avatar
  • 682
1 vote
2 answers
411 views

I want to create an quick action button on an object from Apex class which calls a Visualforce page. How will I do this?

I have a scenario where I have to create an Quick Action button on multiple objects which call a VF page. If the admin do this task through Salesforce UI, it is very repetitive and the admin have to ...
Jahid Khan's user avatar
1 vote
0 answers
101 views

Metadata type_x issue (I want to create a quick Action Dynamically from MetaData API)

This is how I am trying to create the quickAction. MetadataService.MetadataPort service = createService(); MetadataService.QuickAction customObject = new MetadataService.QuickAction(); customObject....
user121585's user avatar
2 votes
1 answer
5k views

LWC as Quick Action on Case Object is not showing

I have created Action as LWC and my xml tragets are <LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata"> <apiVersion>55.0</apiVersion> <...
Rit's user avatar
  • 23
1 vote
1 answer
1k views

Fire e.force:closeQuickAction from lwc wrapped in aura

I've wanted to re-use my lwc quick action on another object, but turns out it's not supported. Hence I'm wrapping my lwc in aura component. I want to close the modal via button press. Was hopping I ...
dzh's user avatar
  • 4,125
0 votes
1 answer
275 views

Trying to Add Task Due Date on Add Task button

I am trying to add the Due Date(Activity Date) field to the button/action layout when a user clicks the Add button to add a Task on the Account page. I have looked all over where I thought it would be ...
NoviceAdmin80's user avatar
1 vote
0 answers
185 views

Send an Email Quick Action automatically replies instead of starting a new email

I have Created a send email quick action on Case Object and I have also put the chatter component on the lightning page with this quick on it. Everytime I try to use the quick action to write an email ...
Mayank Patel's user avatar
0 votes
0 answers
762 views

Quick action on Community

Currently we decided instead of duplicatin fields from another object to use quick action with lookup field. For all users its working fine, but when we want it in community, it's no appearing at all :...
Alhanz's user avatar
  • 31
0 votes
0 answers
998 views

LWC headless quick action is not working

JS : import { LightningElement, api } from 'lwc'; import { ShowToastEvent } from "lightning/platformShowToastEvent"; export default class DemoHeadlessQuickActionComponent extends ...
sfdcOwl's user avatar
  • 45
0 votes
0 answers
251 views

No Lightning Component Quick Actions are available in dev sandbox

I'm newer to SF development, so if I left out any details, please let me know and I can update the question. I'm trying to use a lightning aura component as a quick action. I created a VERY basic ...
TylerTwoForks's user avatar
0 votes
0 answers
528 views

Call a lightning aura component from a button from a Tab?

I have a Lightning Aura Component NewRecord and it's just a modal with some basic form fields. I have an object called MyObject__c with a Tab. From the Tab I want to call the lightning aura component ...
jojopogi's user avatar
  • 502
0 votes
1 answer
2k views

LWC Quick Action for Task

I'm working on a Quick Action for the first time (ScreenAction in this case) for a Task object. I've created an LWC component, embedded in the Aura component to make it available for Task. <aura:...
ukulele's user avatar
  • 25
0 votes
0 answers
306 views

How to display a Lightning component from a managed package on clicking button using quick action

I have downloaded a managed package from AppExchange, which is basically a Lightning component. I want to display this component as a quick action in the highlights panel using a button. When I tried ...
Mohammad Umar's user avatar

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