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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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 ...
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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"); ...
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409 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....
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245 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
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0answers
63 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
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0answers
3k 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
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0answers
244 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
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0answers
23 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
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0answers
154 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
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0answers
243 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
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0answers
580 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
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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
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1answer
986 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
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0answers
464 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
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0answers
409 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
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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
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2answers
676 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
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0answers
30 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
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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 ...
1
vote
1answer
36 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 ...
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0answers
270 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, ...
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0answers
208 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 ...
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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 ...
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0answers
142 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 ...
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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
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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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 ...
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0answers
69 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 ...
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0answers
422 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 ...
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0answers
211 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 ...
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0answers
24 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 ...
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0answers
186 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, ...
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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 ...
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0answers
127 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
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1answer
715 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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1answer
933 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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0answers
22 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="...
0
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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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0answers
9 views

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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0answers
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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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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0answers
22 views

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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0answers
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 ...
0
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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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0answers
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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0answers
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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0answers
56 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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0answers
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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0answers
149 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 ...
0
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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.