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.

100 questions with no upvoted or accepted answers
Filter by
Sorted by
Tagged with
8
votes
0answers
88 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 ...
6
votes
0answers
70 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 ...
5
votes
0answers
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"); ...
5
votes
0answers
426 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....
4
votes
0answers
269 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 ...
3
votes
0answers
64 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 ...
3
votes
0answers
4k 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 ...
3
votes
0answers
251 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 ...
2
votes
0answers
25 views

Quick action record edit form behaves differently based on page layout

I have a lightning record edit form launched through a quick action that uses the page's recordId to grab fields. On this edit form there is a lookup field. If I don't include this field on the page ...
2
votes
0answers
226 views

Unable to fire force:runActionComponent application event

Currently, LWC doesn't support QuickActionApi, but I really need it. Also, I am investigating option to wrap my LWC component by Aura component container, which will use quickActionApi and interact ...
2
votes
0answers
166 views

quickActionAPI on Lightning App Home Page

so for my current project I am trying to remediate a client's business process from classic, which basically pops open a modal with some fields prefilled to create a new object record. I obviously ...
2
votes
0answers
200 views

Hiding/Removing Quick Actions

I am in Lightning and I am trying to remove an option from the quick actions of a list view for Task Object. The object settings on task isn't available for me to uncheck 'Delete' option on a profile ...
2
votes
0answers
270 views

what is “quickcard” in salesforce?

Use the quickcard (section “Import an Object”) to require ISML and guard in your controller. i can't find quickcard keyword in eclipse and what is meaning of quickcard in ecplise . The first bold ...
2
votes
0answers
696 views

How to close dialog box in lightning experience using javascript?

One of SObject Lightning pages contains an Action Button which opens a custom Visualforce page. I used javascript to open and close the dialog box. It works fine in classic but in lightning it won't ...
2
votes
0answers
22 views

Can a Flow “know” the specific Quick Action that called it?

I'm hoping to create one flow and have two different Quick Action call it. Wondering if it's possible for the flow to "know" which Quick Action initiated it so that we can build in some decision ...
2
votes
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,...
2
votes
0answers
500 views

Managed Package: Differences between quick actions and “Error: Cannot modify managed object: entity=QuickActionDefinition”

I have got a managed package, which I install on developer org to test it. After installation I can surely see the differences between the quick actions, which I've on my testing org and on the org ...
2
votes
0answers
490 views

Quick Action using Visualforce - close modal function

According to Lightning Components Developer Guide, $A.get("e.force:closeQuickAction").fire(); should be used for closing modal window when using Lightning Component as Quick Action. Is there ...
2
votes
0answers
382 views

Call Lightning QuickAction from Lightning Component

I have 2 Lightning components as QuickAction. The second one should be able to call the first one as a quick action as well (Modal). Is there a way to do so ? RedirectToComponent will open it in a ...
2
votes
2answers
774 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 ...
2
votes
0answers
32 views

How to hide quickactions but still use them in macros

I am using the Service Cloud Console and want to use the Macro feature. I have a specific quickaction with a number of fields that can be changed, but to be able to use these in the macro actions, the ...
2
votes
1answer
477 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 ...
1
vote
0answers
14 views

Create List View Quick Action that triggers flow

I want to add a quick action buttons to a List View of record which triggers a flow. When I open the list view options, I can not see the quick actions that I created. It says "New Quick Action&...
1
vote
0answers
20 views

Is it possible to close a quick action modal (lightning component) when clicking anywhere outside the modal

I have read a bunch of answers regarding how to close a modal dialog when closing anywhere else. My scenario is the modal is the salesforce quick action opened lightning component. It is an aura ...
1
vote
0answers
25 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 ...
1
vote
0answers
128 views

Trouble retrieving QuickAction using SFDX: Metadata API received improper input. Please ensure file name and capitalization is correct

I'm having a problem with retrieving QuickActions via the metadata API using SFDX. I'm using the sfdx force:source:retrieve command with the following manifest: <?xml version="1.0" ...
1
vote
0answers
132 views

LWC RefreshApex on component load when used as quick action

I am having trouble displaying information about changed fields on a record through use of a LWC Quick Action that is submitting records for approval with pre filled comments. I am hoping to be able ...
1
vote
4answers
736 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 ...
1
vote
1answer
40 views

Quick Action doesnt show up in the Layout

I created a quick action on Oppurtunity record and it doent show up in the Layout. The quick action is to create a custom object And I added it to the Layout But on the Opportunity Record I dont ...
1
vote
0answers
449 views

How to get Custom Button to open in same Tab/Window in Lightning Community?

I have a very simple Custom button in my Lightning Community that opens to a flow, but the custom button opens in a new tab/window even when I set it to open in the existing window. This flow works, ...
1
vote
0answers
18 views

Display expanded quickactions buttons on related lists on 3 region split layout

I have a 3 region split layout where there's more than enough room for a "New" Button which is hiding collapsed under the arrow but it's auto collapsed with this kind of layout and I can't find a way ...
1
vote
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. ...
1
vote
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 ...
1
vote
0answers
64 views

Quick Action, Lightning Component and defa

I have created a Quickaction button to display a Lightning Component. When the component displays, I have 4 fields from current record; ID, Latitude, Longitude, and Date-Time field. The lat, lng, date ...
1
vote
0answers
78 views

How to add alias / display name along with email address in Specify From Address(es) at case layout?

I was able to add email addresses in case layout to default 'From' address when sending an email from Case Quick Action But how to add alias in each email address? Or is it possible to fill 'Specify ...
1
vote
0answers
451 views

Override a Standard Action with a Lightning Component not working for Contact New button

I am trying to perform the Standard Action override with a lightning component as per the given trailhead https://trailhead.salesforce.com/projects/workshop-override-standard-action/steps/override_4 ...
1
vote
0answers
220 views

How can I specify an SLDS icon for the icon attribute of QuickAction

Are the SLDS icons exposed as static resources (without a manual upload)? Is there a syntax for referencing the the SLDS icons, as static resources, from metadata? I am creating a QuickAction using ...
1
vote
0answers
26 views

How to submit parameter to a quick action?

i have a quick action with two fields. I want to submit a parameter for one field. How can i do this? I have already specified a prefdefined field value and a button on a custom vf-page. var ...
1
vote
0answers
208 views

Load Lightning Quickaction programatically (without losing Modal)

I have a Lightning component which implements="force:lightningQuickActionWithoutHeader,force:hasRecordId". The UI is content in a modal which is floating on top of a record page. At a certain point, ...
1
vote
0answers
2k views

Can I build a lightning component to call/open a quick action in 2017?

We really need a way to invoke an existing quick action on a record programmatically. I know that we can close it (e.g. $A.get("e.force:closeQuickAction").fire(); ), is there a way to open it or ...
1
vote
0answers
146 views

Unable to restrict users to delete attachments sharing from quick actions

Some users need to attach files to opportunities even though they don't own the record. So these users are uploading through quick actions like file in opportunity record. We are restricting users to ...
1
vote
1answer
743 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 ...
1
vote
1answer
1k 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).
0
votes
0answers
19 views

Need help on the following use case

Here is the Use case. On Opportunity record, I want to show a Archive button. Onclick of the Archive button a prompt must display “Do you want to Archive the record?” , Cancel and Continue button must ...
0
votes
0answers
19 views

QuickactionAPI no longer works all of the sudden

I'm calling a quickaction from a lightning component. Everything worked fine. Until a few weeks, it wasn't working anymore. I haven't changed anything on the code. I'm running this on three orgs and ...
0
votes
0answers
14 views

Get lightning action name from visualforce page

I have two global actions which are calling a single visualforce page. Is there any way to get the action name caller from the visualforce page to show or hide data depending on the action name? I ...
0
votes
0answers
29 views

How can i assign a specific id to lookup during the quick action?

We have Object A, B. A has quick action with lookup field to B. Is it possible to set quick action as hard coded id for the reference to B for specific record? When I try to add Id of B(lookup) the ...
0
votes
1answer
30 views

Add Related List Action Button “Send Engage Email” to custom Lead List LWC

The out of the box related list view doesn't work for what I need to have displayed for leads as I cannot filter it and only a limited amount of results show. I have created an LWC which shows all of ...
0
votes
0answers
14 views

Can Macros interact with aura or lightning web components?

When creating a macro on Salesforce, I am unable to add instructions to interact with aura components which contain quick action buttons. Is this possible? Is it possible to add instructions to ...
0
votes
1answer
28 views

Refresh the classic record page after record created in LWC

I have created a Quick action of type VF page, Where it is calling Lightning Component APP. This Lightning component APP is calling LWC. Whenever a record gets saved, then i need to refresh the whole ...