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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14
votes
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 ...
14
votes
3answers
669 views

Lightning Development in SF1 – How to prevent caching?

I'm working on the development of some Lightning Component Quick Actions and I need to test some responsive behavior on Salesforce1. I'm running into a lot of caching issues and am having to reset ...
13
votes
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" /> </...
13
votes
3answers
9k views

Actions on Case object in Lightning

I have created a lightning component and assigned it to a custom case action. How to add this action to header near standard buttons. I have added the action in Salesforce1 and Lightning Experience ...
11
votes
2answers
24k views

How to close a Global Quick Action Lightning Component popup?

I'm trying to build a Lightning Component Quick Action for Record Quick Action as well as Global Quick Action. The component opens in a Modal popup in center of screen when in Record View and it ...
10
votes
1answer
891 views

How to open Local or Global quick action from custom lightning component?

In Winter 17 Salesforce allows creating custom lightning quick actions and have associated interfaces and an event to close the quick action. I wonder if it is possible to invoke the quick action from ...
8
votes
1answer
175 views

Which date format to use with inputs for the Quick Actions REST API? (INVALID_TYPE_ON_FIELD_IN_RECORD)

I'm receiving the error INVALID_TYPE_ON_FIELD_IN_RECORD when invoking a custom sobject quick action to create a record and its payload specifies a Date or DateTime field as an input value. For ...
8
votes
0answers
85 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 ...
7
votes
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 ...
6
votes
2answers
878 views

sObjectName and lightning quick action

I have a lightning quick action that needs to check the sObjectName to trigger a conditional action that will fill some fields depending on it. The problem that I encounter is that when using the ...
6
votes
2answers
839 views

Looking for Lightning Alternative for Javascript Detail Page Toggle Button

In classic we could use a custom button with some JS to create a simple toggle functionality. Cf. Javascript Detail Page Toggle Button What would be a valid lightning experience alternative (...
6
votes
1answer
2k views

Open Lead convert page in Lightnin using 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 ...
5
votes
1answer
928 views

DX Deploy - no Quickaction

I'm having trouble deploying to a sandbox. Profiles have been a pretty major pain, so I simply removed all profiles from the mdapi output dir. Now I am fighting QuickActions. In each of my layouts I ...
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
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....
4
votes
3answers
4k views

How to call a WebService method from a Lightning Component that replaces a Classic JavaScript button?

We have JavaScript buttons that follow this pattern: {!REQUIRESCRIPT('/soap/ajax/39.0/connection.js')} {!REQUIRESCRIPT('/soap/ajax/39.0/apex.js')} var ok = confirm('Create the Interest Adjustment?');...
4
votes
1answer
3k views

How to close Visualforce page opened as Quick Action in Lightning through JavaScript?

One of SObject Lightning pages contains an Action Button which opens a custom Visualforce page. How can I close it in other way than clicking the 'X' button? So far I've tried: window.close(), ...
4
votes
1answer
2k views

How to convert mass actions on list view records from Classic to Lightning Experience?

We have multiple JavaScript buttons that follow this pattern where the set of checked records in a list view are first checked and then a server side operation is applied to them: {!REQUIRESCRIPT('/...
4
votes
1answer
1k views

Possible to change url target in lightning datatable?

I am using a <lightning:datatable> to display some data in a Quick Action. It works great, and I was able to get the table to display the name of a parent record as a link using a column ...
4
votes
1answer
140 views

Salesforce Inbox and the action menu

I'm seeing that when logging into Salesforce through Salesforce Inbox in Outlook on the desktop, and the order of the Quick Create action menus are not the same. Inbox seems to show me some default ...
4
votes
1answer
4k views

Lightning Component Quick Action buttons

I am attempting to create a Lightning Component Quick Action where the user can select between two options when converting a lead. When I initially do this with buttons, it looks awkward along with ...
4
votes
0answers
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
votes
1answer
2k views

Pass parameters to lightning component from a quick action

I built a quick action on Campaign that opens a lightning component. I am trying to pass parameters like, say the Id and the name of the Campaign. Earlier I built this using Detail Page Button and ...
3
votes
1answer
463 views

Confused about how to make a Lightning modal window pop-up with a quick action

I am new to LWC development, but I do know my Apex code and VF pages. What I am looking for: clicking a quick action on a standard Lightning record page should open a modal Lightning window (which I ...
3
votes
1answer
4k views

Can I invoke a quick action from a custom lightning component? [closed]

I have a simple lightning component that I use as a quick action. I want to create another lightning component as a new custom quick action. Can I invoke the new quick action from the old one? The ...
3
votes
1answer
529 views

Why isn't QuickActionDefaultsHandler working in Spring '17?

The following code is working for me in Winter '17 but not Spring '17: global class EmailPublisherLoader implements QuickAction.QuickActionDefaultsHandler { // Empty constructor global ...
3
votes
1answer
142 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 ...
3
votes
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
votes
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
votes
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
votes
2answers
7k views

How to pass parameter to flow launched from Quick Action

I have created a quick action in account and launched a flow. I need to get account id in that flow. Is there anyway to achieve this? Currently I implemented with a custom url button and passed ...
2
votes
1answer
2k views

Navigate to overriden Standard New Page with LWC NavigationMixin

Many Standard New buttons in my apps are overriden using Aura components. The do some Apex and then redirect to the real standard new pages. I now migrated such components to LWC. Where I had this in ...
2
votes
2answers
947 views

QuickActionDefaultsHandler not working in Lightning?

I can't seem to get the QuickActionDefaultsHandler to work at all in Lightning. Is there anybody that has got it working? Specifically, I'm using the Service Console. Just to be clear: the "Enable ...
2
votes
1answer
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 ...
2
votes
1answer
2k views

Error in getting record Id in Lightning component quick action

I am getting the Error: Component class instance initialization error [Cannot read property 'g' of undefined] quickActionHandlerHelper.js failed to create component - forceChatter:...
2
votes
1answer
309 views

Quick Action display repetitively in the layout

I am facing the problem standard quick action on TASK like Change date, edit comment,Change Priority, Change Status ( quick action) are showing two timeswhen we click on show more action in the task ...
2
votes
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
votes
1answer
296 views

lightning:QuickActionAPI - setActionFieldValues not working on tall components

I have a record page which consists of A quick action which opens a simple "Quick add" Quick action (creates a child record) An aura component with a single button that (successfully) calls the same ...
2
votes
0answers
155 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
244 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
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
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
990 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
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
votes
0answers
411 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
1answer
2k views

Conditionally Render A Lightning Quick Action? [closed]

I've have a component that implements force:lightningQuickAction but would like to have conditional rendering (i.e only display on the page layout if a bool field == true). I've been researching, but ...
2
votes
0answers
33 views

Any way to allow user to select design component options when using a quick action [duplicate]

Given a lightning component with a design component included and said lightning component is used in a quick action.... Is there any way for the sf admin creating the quick action to set the values ...
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
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
votes
2answers
271 views

Not able to create lightningQuickAction in packaging org

I have a lightning component implementing force:lightningQuickActionWithoutHeader which is working fine in my dev org. When I deploy this to the packaging org and try to create a quick action, its not ...