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
395 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.
7
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 ...
1
vote
0answers
453 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
2k 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
503 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
11k 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
491 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
987 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
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 ...
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
3k 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
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 ...
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?
3
votes
1answer
3k 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
131 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
564 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
34 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
778 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
1k 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
7k 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 ...
0
votes
1answer
350 views

Custom button to open a Lightning action NOT implementing force:quickAction

On a custom record I want to add a button that opens a Lightning component. This component is NOT a Quick Action and therefore should not be opened in modal. Can I do this and how?
1
vote
0answers
209 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, ...
0
votes
0answers
2k views

Unable to open lightning quick action in a new tab

A heads up, i'm a newbie to lightning and i'm building a new component on top of a existing lightning component. A little background to the problem: There is a lightning quick action on contact which ...
2
votes
2answers
282 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 ...
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 ...
2
votes
1answer
335 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 ...
0
votes
0answers
70 views

QuickAction.QuickActionDefaults - Email Templates Render Without Respecting Non Writable Sections

We are loading default email templates into the service console using QuickAction.QuickActionDefaults. This is working however a user can insert text into the any section of the email template which ...
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 ...
6
votes
2answers
924 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 ...
0
votes
2answers
4k views

Quick Action on related list

In lightning you are not able to do URL hacking. In order to do any prepopulation of fields, it is suggested to use a quick action. If we have a related list object and we are trying to prepopulate ...
1
vote
3answers
2k views

Pre defined From Address field in Standard Email Action is not working

global class EmailPublisherLoader implements QuickAction.QuickActionDefaultsHandler { // Empty constructor global EmailPublisherLoader(){} // The main interface method global void ...
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 ...
1
vote
0answers
148 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
0answers
616 views

Capturing user's current location from a Quick action standard layout [closed]

I have a created quick action on a custom object (Address). Below are the details: Object Name: Address Action Type: Create a record Target Object:Task The quick action has his layout set for ...
3
votes
0answers
252 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 ...
1
vote
3answers
3k views

Unable to redirect to the record created using Quick Action in lightning experience

I created a quick action named 'Create Opp' on Account to create an Opportunity and launch it in lightning experience from the Account detail page. I am able to create the Opportunity record ...
0
votes
1answer
590 views

Lightning Design system modal closes but doesnt open on click of lightning action

I am new to LDS , what i am trying to achieve is embed a modal in lightning component and call this component on lightning action which i added on page layout, now , where user clicks the action , it ...
15
votes
6answers
11k 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
756 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 ...
4
votes
1answer
5k 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 ...
1
vote
2answers
3k views

Convert javascript button to quick action

We need to convert some buttons to lightning quick actions to have on the lightning experience. I'm having a difficult time designing an adequate solution. Current Button Functionality: {!...
12
votes
2answers
27k 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 ...