#Quick Actions5 debatiendo

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I have the System Admin profile with View All Data and Modify All Data permission.  I cannot see the New Quote button in the header on Opportunity Lightning Pages.  I have a user with a Business profile who also cannot see the button.  I have a different user with a Sales profile who CAN see the button.  In my Sandbox, I switched the blocked user to the Sales profile, logged in as him, and still cannot see the button.  When I log in as the Sales user I can see the button.  I checked different record types in different apps.  The Sales user always sees the button the Business user and Sys Admin never see the button. 

All three profiles see the same page layout for each Opportunity Record type.  "New Quote" is a custom create record action on the Opportunity object.  It works for the Sales user with no issues or errors.   

"New Quote" is an Action on the Opportunity object.  It is not a Global Action.  I checked the fields on the Action Layout and the predefined fields in the Action.  All three profiles have View permissions on all fields and none of the fields are Read Only for anyone.  The Object of the Action is Opportunity and the target is Quote.  The Record Type is Master.  The Sales and Business profiles have Master as the default Record Type for Quotes.  Sys Admin has Standard as the default Record Type.

All three users are Flow users.  All three users are Marketing users.  We all have the Salesforce CPQ User (or Admin) permission set.  We all have the CPQ permission set license.  We all have the CRM permission set license. 

The Lightning Page we are seeing i the org default.  When I view the page in the Lightning Editor, I still don't see the "New Quote" button in the header.  There is no filter on the header component.  The same Compact Layout is assigned to all Record Types. 

The only CPQ plug in we have is a Product search.   We do not put Quotes in Queues.  We do not use Roles and Hierarchy.

What am I missing? 

#CPQ  #CPQGurus  #Quotes  #Opportunities  #Pagelayouts  #Lightning App Builder  #User Profiles  #Quick Actions

I'm currently facing an issue with displaying a Lightning Web Component (LWC) quick action button on the Task record page.

Here are the details of what I've done:

1. LWC Quick Action Creation:

• I have created a Lightning Web Component for a quick action under the Task object.
• I updated the XML as shown below:

<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">

    <apiVersion>57.0</apiVersion>

    <isExposed>true</isExposed>

    <targets>

        <target>lightning__RecordAction</target>

    </targets>

    <targetConfigs>

        <targetConfig targets="lightning__RecordAction">

            <actionType>ScreenAction</actionType>

        </targetConfig>

    </targetConfigs>

</LightningComponentBundle>

2. Page Layout Configuration:

1. I have added the button to the page layout under "Salesforce Mobile and Lightning Experience Actions."

Despite following these steps, the quick action button is not visible on the Task record page. I have ensured that the action is available in the "Lightning and Mobile Actions" section of the page layout.

Can anyone help me identify what might be causing this issue or suggest any additional steps to troubleshoot? Your assistance is highly appreciated.

Thank you in advance!

#Developers #Lightning Web Components #Quick Actions #Pagelayouts

With Summer 21', we have the ability to create a Quick Action from a LWC. https://developer.salesforce.com/blogs/2021/05/learn-moar-with-summer-21-lwc-quick-actions.html

https://help.salesforce.com/articleView?id=release-notes.rn_lwc_quick_actions.htm&type=5&release=232

The Quick Action doesn't use any of the HTML I can write in this component :

But I want to include a Spinner. I search for many ideas, creating another component which include just a spinner, but it seems really hard to open and close this component from the first one. I also didn't find any way to call a spinner by the JS without the HTML

There is my code :

getAccountReport.js

import { LightningElement, api, track } from 'lwc';
import { ShowToastEvent } from 'lightning/platformShowToastEvent';
import getAccountReport from '@salesforce/apex/WS_Account_Report.getAccountReport';
export default class GetAccountInfosQALWC extends LightningElement 
{
    @api recordId;
    @api invoke() {
        //Here i'm sending a Toast message as a workaround
        //But I want the spinner starting here
        this.showToastMessage(1,'We are getting your report in few seconds...');
        getAccountReport({accId : this.recordId })
            .then((result) => {
                //I want the spinner to stop here
                if(result != true && result != 'true'){
                    this.showToastMessage(1,result);
                }
                else{
                    this.showToastMessage(2,'The report was successfully downloaded');
                    eval("$A.get('e.force:refreshView').fire();");
                }
            })
            .catch((error) => {
                console.log(error);
            });
    }
    showToastMessage(fromWho, mess, urlToast) {
        var variantToast;
        var titleToast;
        if(fromWho == 1){
            variantToast = 'info';
        }
        else if(fromWho == 2){
            variantToast = 'success';
            titleToast = 'Success'
        }
        const toastMessage = new ShowToastEvent({
            title: titleToast,
            message: mess,
            variant: variantToast,
            messageData: [
                {
                    url: urlToast,
                    label: 'here'
                }
            ]
        });
        this.dispatchEvent(toastMessage);
    }
}

getAccountReport.js-meta.xml

<?xml version="1.0" encoding="UTF-8"?>
<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
    <apiVersion>52.0</apiVersion>
    <isExposed>true</isExposed>
    <targets>
        <target>lightning__RecordAction</target>
    </targets>
     <targetConfigs>
    <targetConfig targets="lightning__RecordAction">
      <actionType>Action</actionType>
    </targetConfig>
  </targetConfigs>
</LightningComponentBundle>

I already tested to put the spinner in the HTML, that's not working.

#LWC  #Lightning Web Components  #Quick Actions  #Service Cloud  #New Releases

Thanks you !

Hello everyone,

I know on the first look this seems like an issue which should be doable via the dynamic forms on Lightning Record pages. However, sadly this is not the case for my Problem.

The Problem itself occurs in the Financial Services Cloud. This cloud has a specific component to show insurance policies on the Account (It works like a normal related list but with additional features) This feature takes the actions it provides to users from the Lightning Actions which are defined in the respective page layout.

Now to the actual Problem: We would like to have a specific action available in this component but not on the normal mobile page for insurance policies. So far I have sadly not found a way to separate this.

This is the Action we want to have: (Please don't mind the partially German interface)

This is the Action I don't want to see:

Thanks for any help :)

#Mobile  #Pagelayouts  #Quick Actions  #Financial Services Cloud