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.
293 questions
0 votes
0 answers
35 views
Dynamical prepopulation of HTML body in email editor
I have the following quick action: <?xml version="1.0" encoding="UTF-8"?> <QuickAction xmlns="http://soap.sforce.com/2006/04/metadata"> <description>...
- 101
1 vote
2 answers
758 views
How do we add row level action for a related record in the related list?
I am having an account record, which displays related contacts in the related list. As seen in the screenshot, currently the contact record has three actions - "Edit", "Delete", ...
0 votes
0 answers
56 views
LWC buttons are not visible in Salesforce mobile app and also in desktop when logged in as Experience user when we work for workaround
/lightning/action/quick/{objectApiname}.{Api_name_of_the_quick_action}?context=RECORD_DETAIL&recordId={!CASESAFEID( {objectApiname}.Id )} using this i called this Action Button in for mobile view ...
0 votes
0 answers
166 views
Custom quick actions in Chatter Publisher
In Salesforce, I have created a custom quick action. The quick action is for an Aura component. On the page layout, I have added the quick action as the first item in the "Salesforce Mobile and ...
- 2,809
-1 votes
2 answers
442 views
SF Deploy Issue: You can’t change this field because A has a master-detail relationship with B
I am trying to deploy a quickAction file in Salesforce environment through VScode. The quickAction file it is mainly a popup form that opens when I click a button in B page layout. There are fields ...
- 1
0 votes
0 answers
234 views
To Address auto populating with previous email address in case object
Requirement : I have requirement to create a quick action button on standard case object to send email. I need to auto-populate To Address with the default email address(Pre-defined value). Work I ...
- 13
0 votes
1 answer
3k views
Can I have a button on an LWC that launches a Quick Action for the object?
I have a custom LWC that is rendered on a record page. I'd like to have some buttons on it that launch quick actions that launches another LWCs for the same record as modals. I haven't been able to ...
- 729
1 vote
1 answer
68 views
How to populate Address data using Quick Action (lwc)
I'm trying to populate a 'lightning-combobox' element with an Account's address data. This component is being triggered from a "Create Case" quick action within an Account record. I'm lost ...
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1 vote
1 answer
137 views
Due Date Task object not appearing in Quick Action not appearing
I am struggling here, I am trying to have my page layout with due date appear when creating a new task based off a custom quick action on Opp. Its confirmed on the page layout, permission to it, etc ...
1 vote
0 answers
356 views
Invoke Change Owner QuickAction from LWC
I've created a custom Account page using LWC and lightning-record-edit-form, but the Account Owner field is not editable through the lightning-input-field, so I would like to have a custom button to ...
1 vote
1 answer
92 views
Emails not being sent from a quick action linked to LWC
I recently created an LWC to use as a quick action in the case field, to send a specific email with one click, I also created the class to call the records that I would need. I configured ...
0 votes
0 answers
194 views
How to override 'Edit' action with LWC Modal?
I understand an LWC record action cannot directly be used to override a standard action like 'new' or 'edit'. I've referred to a blog which invokes a LightningModal LWC from an Aura component. Based ...
- 366
0 votes
1 answer
1k views
Close Modal using CloseActionScreenEvent
I have quick action that opens a flow in a modal. I have a lwc component that displays a toast message upon the last screen of the flow. I'm trying to auto close the modal upon reaching the finish ...
- 43
1 vote
0 answers
291 views
Prepopulate To Email Address using Global Action
We have a global action to send email. It populates the to address correctly when invoked from Contact detail page. We want to use same the global action to send email from Opportunity record. Here ...
- 283
0 votes
2 answers
469 views
Can't create Quick Action or Button in ActionPlanTemplate object
I've been struggling with creating an Action/Button or Link in ActionPlanTemplate object. I have access to all permissions I could find on internet: Permission Set Assignment: Action Plans Permission ...
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