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.

Filter by
Sorted by
Tagged with
0
votes
2answers
1k views

How to redirect (or open in new window) to different url from Lightning Quick Action Button

I want to redirect to different URL (or open in new window will also work) from Lightning Quick Action Button. Here I am thinking to include Lightning component as- <aura:handler name="init" value=...
0
votes
1answer
324 views

Tell a force:lightningQuickAction what object I would like to work with

I want to create a custom lightning component which would allow me to create a record of a specific object. I decided to use quick action for this. I googled the documentation over here and found the ...
1
vote
1answer
673 views

lightning:quickActionAPI alternative to call from a custom lightning app

What is lightning:quickActionAPI alternative to call from a custom lightning app? When I try to call any method from the spec I am getting the following error: The API you used isn’t supported on ...
0
votes
0answers
119 views

How to refresh a inline VF page when we create record from quick action in lightning?

I have created a VF page to show related contacts with more functionality and added in account detail page. Now when I try to create a contact using quick action on Account object. My Visualforce ...
1
vote
2answers
2k views

When does force:recordData execute?

I am using force:recordData to pull data for a Campaign on load of the component. The component is triggered by a quick action. I understand that force:recordData is an asynchronous process. ...
0
votes
0answers
38 views

Unable to update case via quick actions

in my sandbox, I have a custom profile based on sales standard. I can update case records via the detail page (even when I'm not the owner of the record). However, when I try to update such record (...
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 ...
0
votes
2answers
62 views

Will Sharing=ReadOnly allow my user to Delete or Clone a record

I have Lightning Quickactions for Delete and Clone on a CustomObject__c and I want to ensure that only users with the right permission can use it. From reading this documentation I understand that I ...
1
vote
1answer
2k views

Lightning Component as Quick Action not showing beside the buttons

I created a lightning component and a quick action that points to that component. Now I dragged that button in the Salesforce Mobile and Lightning Experience Actions section and it does not show up at ...
0
votes
1answer
411 views

lightning quick action not visible in salesforce classic

i have a lightning quick action in my page layout. But the quick action is not visible in Classic View. however, according to the documentation, it should be visible. https://help.salesforce.com/...
1
vote
1answer
284 views

Make a lightning component fit to screen

I have a custom lightning component. The lightning component is overridden in Contact Tab. Also, it appears as a popup in a Quick Action. What I want is the Component to appear fit-to-screen both ...
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
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('/...
2
votes
1answer
981 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,...
1
vote
1answer
530 views

list view quick action - Alert info

I need to create a quick action in contact list view to execute a function and display an info alert message. it was not possible for me to find a way to do this in lightning component. https://...
1
vote
3answers
1k views

Lightning quick action - find from which object it is called

Scenario: A Lightning component that is being used as: -a quick action override of the "New" button of CustomObject1 and -as a quick action override of the "New" button of CustomObject1 in the ...
0
votes
1answer
2k views

How to use standard layout with force:recordData?

I'm trying to use the force:recordData to clone a record with some fields changed in the backend. I am able to retrieve it to the front-end. But unfortunately it seems force:recordData doesn't refresh ...
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(), ...
0
votes
2answers
2k views

create child case button not showing on case layout (lightning)

I want to create a child case for a case in lightning. From the related list "Related cases", when I click on "New", the account field on the child case is not fill. For information, I am using ...
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
68 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 ...
0
votes
1answer
600 views

Width adjustment or Defining Width for Lightning actions [duplicate]

When creating a Lightning action (with action type as Custom Visualforce or Lightning Component), there is no provision to specify the width (of the modal pop-up). While this can be achived by ...
0
votes
2answers
347 views

Quick Action Button in Case Screen

I have created a Quick Action button and Placed in Case Details page in lightning. It does not show up in the page. Can you please help me on this issue.
6
votes
1answer
1k 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 ...
1
vote
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 ...
1
vote
3answers
1k views

how to check lightning component is opened from quick action dialog box

I have a lightning component were it used at two places once at Quick action button in popup and other in record detail page layout. Know i would need to recognise when the component is opened in ...
1
vote
1answer
2k views

Creating email action using template

I want to create a quick action to send an email. When attempting to assign an existing template to the predefined Email Template field I am left with a formula editor - how do I call up the email ...
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 ...
7
votes
1answer
9k 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 ...
0
votes
2answers
2k views

Lightning component quick action - redirect from Contact to User record detail page

I would like to know how to how redirect from Contact to related User record page via Lightning component quick action. Currently I have created Component which gets Contact record Id and passes it to ...
1
vote
2answers
2k views

List View Quick Action

I am in Lightning and I am trying to add a Quick Action to a List View for Opportunities. I only see the option of adding a Button. However, by custom objects I do see the option of adding a Quick ...
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"); ...
0
votes
1answer
1k views

Add button or action to User layout in both Salesforce Classic and Lightning Experience mode

I need to add button (or action button, it doesn't really matter) to both Salesforce Classic and Lightning Experience mode on User layout but looks like it is not possible to add buttons to user ...
0
votes
2answers
1k views

Quick Action using Visualforce - modal dialog width

When you use Visualforce page as Quick Action and modal popup window opens - it occupies 50% of container width. According to Create Object-Specific Quick Actions article For a Custom Visualforce ...
2
votes
0answers
407 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 ...
5
votes
1answer
925 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 ...
1
vote
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 ...
0
votes
2answers
2k views

Log a Call Quick Action from Contact Page

I used the following link (https://webkul.com/blog/how-to-create-a-custom-button-on-record-page-in-lightning-experience/) to create a Quick Action which opens a box. I am trying to update the ...
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:...
1
vote
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 ...
0
votes
2answers
33 views

SF Action within Component

Is there a way to input a standard sales force quick action (specifically email) inside of a custom component?
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 ...
0
votes
1answer
114 views

Is that possible to retrieve a content source for platform or quick actions?

Assuming I have custom Test_Object__c, two custom actions on it, one - Visualforce action with page definition like following <apex:page standardController="Test_Object__c"> <h1>This ...
1
vote
1answer
1k views

Error deploying QuickAction to Campaign

I have a QuickAction that I'm trying to deploy (using Ant) to a new Developer org. The quick action creates a new child Campaign and uses the ParentId field. Also, this quick action exists in other ...
1
vote
1answer
524 views

How to create a object specific quick action on Campaign member?

I have a requirement to convert onclick JavaScript button on campaignMember object to lightning compatible button. I created a lightning component handling the logic of the onclick javascript button ...
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
673 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
946 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 ...
0
votes
3answers
6k views

force:closeQuickAction not working

I'm new to Salesforce lightning. I'm trying to build a quick action that performs backend logic based on a condition else display a toast. I have created the component and associated it to an object ...