#Global Actions3 discussing

We are using outbound funds module (OFM) for an internal grant funding pool, alongside NPSP for regular grants and donations.     I want to make a button to create a new grant opportunity when a Funding Applications is Funded and pull various fields that are already on the Funding Application over the the grant opportunity.   The Funding Request/Buttons, Links and Actions/New Action doesn't allow for selection of opportunity as an object.   I'm not quite sure if that is due to master-detail relationship issues.

So I tried to create a Global Action - New Opportunity and do predefined fields, but the syntax isn't passing on adding fields like {!outfunds__Funding_Request__c.Name}, with or without {, !.

What's the best work around here to get a button to pull values from Funding Applications to a new grant opportunity?

#Custom Actions #Global Actions

I need some help figure out why the Global Actions button in the Lightning header (the little plus sign between the favorites and Trailhead link) has stopped working for our organization. 

There is no error message, clicking the button simply has no effect. Where should I be looking within setup to figure out what is causing this error? We recently had a 3rd party come in to help set up Field Service Lightning for our service team, and I think it must be one of the settings they changed, but I have no idea where to look. It was working fine before we went live with the changes they made. #Global Actions 

Thank you in advance. 

Hello! I'd like some help, please.  I'm practicing with a org of my own, and I created a Global Action, which eventually I realized I wouldn't need. But I simply can't delete it. I click on the button, and nothing happens.  This is necessary because I want to delete the custom object I made, but is no longer necessary.

Does anyone have any idea why this is happening and / or how I can solve it?

Edit: as for today, I have already deleted said global action, and it happened normally, no errors messages of any sorts. I'd like again to thank everyone who gave it some thoughts and attention!

#Global Actions  #Automation

Hello,

My users are experiencing that the email activity once sent (confirmed it is sending) does not show in the activity history view or any of the related objects. 

I have confirmed profiles are set with the Send Email and Send email external permissions. I have confirmed that the email button shows on the global layout. 

I have checked the filter and removed all parameters, as well as queried the filter for all open activity and it returns nothing. 

Users are receiving a message of Email Successfully sent once an email is sent. There is just no log to show the emails. #Send Email  #Profile Permissions  #Email #Global Actions

Any help would be appreciated.

Hello Trailblazer Community,

I'm trying to use a lightning component to provide specialized input to the Create Case Form on our Experience site.

I was able to draft a lightning component to create a case and link it to a global action, but when referencing the action in the Create Case Form configuration, I get the following error:

"You've specified an action that doesn't create a case."

Has anyone encountered this error in the Experience Builder? If so, were you able to resolve the error?

Thanks and Regards,

Ron

#Experience Cloud  #Experience Builder  #Global Actions  #Service Cloud

Is there a way to put global actions right on the mobile home page without having to navigate to chatter or a specific record? The use case here is to allow our team to be able to simply click on the global action on the home page when they need to quickly add a new lead. #Global Actions #Mobile

Hi!

I've just turned on dynamic actions for my opportunity object. I was wondering if there is any way to adjust the permissions for the action buttons. For example, only let system admins view certain action buttons.

If so, can you please provide direction on how to do this?

Thanks! #Quick Actions #Global Actions