Custom Actions | Salesforce Trailblazer Community

2023年8月9日 14:44

Add button for new opportunity for Funding Applications, Status = Funded

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

4 个回答

Jenna Weiner (AgWest Farm Credit) Forum Ambassador
2023年9月11日 16:01
@Elizabeth Snow Were you able to get this resolved?

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2023年7月4日 15:40

SFCC Customer Service Center custom actions

Hi everyone

I trying to implement Custom Actions for Customer Service Center. I created a cartridge with the customization and followed the instructions to register it in Bussines Manager. The documentation specifies I must place the new cartridge in the site cartridge path and then I need to grant permissions to those actions in the Customer Service Center Permissions in Roles & Permissions section. The problem is that the actions do not appear in the Customer Service Center Permissions section, I tried in all the contexts but they still do not appear. What could be doing wrong?

https://documentation.b2c.commercecloud.salesforce.com/DOC3/index.jsp?topic=%2Fcom.demandware.dochelp%2Fcontent%2Fb2c_commerce%2Ftopics%2Fcustomer_service_center%2Fb2c_custom_actions.html

SFCC Customer Service Center custom actions Captura de pantalla 2023-07-04 102506.png

Captura de pantalla 2023-07-04 102559.png

Captura de pantalla 2023-07-04 102653.png

#User Interface Customization #Custom Actions #B2C Commerce #Customer Service

2 个回答

Mosab Zakarneh (ITG Software)
2023年7月4日 16:23
@Estefano Sebastian Bran Zapata Can you make sure you are adding the csc actions cartridge to the right one?
It should be the BM cartridge path which is different from the ones that are for storefront sites.
You can find it via the link "Manage the Business Manager site." which is located under:
Administration > Sites > Manage Sites > Business Manager Site

Mosab Zakarneh | ITG Software, Inc.

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2021年10月26日 21:07

Call Server-Side Action

Hello,

I tried creating a server-side action and came across a weird issue. I tried checking online for solutions and am still stuck. Could you help me?

Lightning Component: TunaFishCheck.cmp

<aura:component implements="force:appHostable,flexipage:availableForAllPageTypes,flexipage:availableForRecordHome,force:hasRecordId,forceCommunity:availableForAllPageTypes,force:lightningQuickActionWithoutHeader" controller="SeaFood" access="global">
   <aura:attribute name="tuna" type="Boolean" default="false"/>
    <aura:handler name="init" value="{!this}" action="{!c.tunaCheck}"/>
    <aura:if isTrue="{!tuna}">
        <div>true</div>
        <aura:set attribute="else">
            <div>false</div>
    	</aura:set>
    </aura:if> 
</aura:component>

function

tunaCheck: function (cmp){
        console.log('Its inside');
        var tuna= cmp.get("c.doAction");
        console.log('Check: ' + tuna);
        action.setCallback(this, function(response){
            var stateF = response.getReturnValue();
            alert("Check: " + stateF);
            if (stateF === 'SUCCESS'){
                component.set("{!v.tuna}", response.getReturnValue());
            } else {
                console.log('Unsuccessful return value');
            }
        });
        $A.enqueueAction(tuna);
    }

Apex Component

public with sharing class SeaFood {
    ApexPages.StandardController sc;
    public SeaFood(ApexPages.StandardController controll){
        this.sc = controll;
    }
    @AuraEnabled
    public static Boolean doAction(){
        PageReference refPage;
        Boolean fish = fishCheck()();
        if (fish){
            return true;
        } else if (!fish){
            return false;
        }
        return fish;
    }
    @AuraEnabled
    Public static Boolean fishCheck(){
        //censored functionality code
        return true;
    }

Note: while running,

console log shows:

Its Inside 
Check: 
SecureAction: [object Object]{ key: {"namespace":"c"}

UI:

error while creating componenet for lightning component quick action [Action failed c:TunaFishCheck$controller$tunaCheck [action is not defined]]

Noticed that console.log('Check: ' + tuna); doesn't have a value

How can I fix these issues?

#Salesforce Developer #Custom Actions #Apex Class #Aura Lightning Components #Lightning Component #Lightning Flow

5 个回答

shylesh ragunayakam (ITSP)
2021年10月29日 03:14
@Suraj Tripathi I able to add the value but there seems to be a bug. The code does not do initialization and goes directly to <aura:set attribute="else"> statement. If I remove the else statement, then only it goes into <aura:if>. Any suggestions?

Note: I have the initialization command in the code
<aura:attribute name="tuna" type="Boolean" default=""/>
<aura:handler name="init" value="{!this}" action="{!c.tunaCheck}"/>

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2021年10月21日 22:11

I've added a custom action to create a new project (a custom object) with reduced field set but I keep getting an error message to select a record? How can I not have this linked to an existing record since I'm trying to create a new record?

#Custom Actions

I've tried modifying the relationship field to both the parent and template with the same result.

3 个回答

Keiji Otsubo
2021年10月22日 22:35
Hi Anne,

I think it is possible. But the problem here is something else.
It seems that you need a related object when creating a record.
Therefore, the error message is that you need to select the relevant record.

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2021年4月19日 13:14

Hello,

I was just curious if it possible to apply custom actions to a table comprised of two cogrouped datasets?

1 条评论

Roman Michalik (salesforce.com Germany GmbH)
2021年4月19日 13:26
Yes- action framework is working for queries with cogroups. If you're using SAQL, make sure that the field names match.

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2020年4月23日 19:29

Hi, I have two questions:

1. Can you save favorite along with other custom fields on quote line so that they can be added back when you add back from favorite? I used configuration attribute work around to do it. Just checking to see if there is a better solution

2. Can we have to different search results layout on custom actions for adding products?

Thank you

5 条评论

Swetha Poorinma Peri (Accenture)
2020年4月26日 16:46
Thanks Colby for looking in my request. I created on Favorite Product but it doesn't work. Twin field value from quote line is not getting saved to Favorite or vice versa.

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2020年1月31日 16:12

Hey @Jason Huffman I was checking out this video about the custom actions we can create:

http://salesforce.vidyard.com/watch/5UpTbk6D24GdBzyZof2dWf

Is it possible to have actions to modify, for example, the amount or stage of a deal?

2 条评论

Pedro Gagliardi (Claritev)
2020年2月1日 00:57
I am not an Apex expert but I am guessing that just like you added
<chatter:feed entityId="{!Id}"/>
to show the chatter feed, there should be calls to pull the field I want to update, right?
Do you have any documentation I can check on this subject?
This is my use case: The sales team start managing their opptys directly on a dashboard, they update amounts/stages/dates from there without having to open X amount of records. In about 1hr after the team completes the management task, their managers have a meeting and they have all the updates ready after the sync and dataflows run. The managers will use the same exact dashboard.
I don't want to start creating tons of individual actions. It would be 3 or 4.

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2019年8月21日 22:31

Our biggest barrier right now in moving to Lightning is all of our old URL-hack buttons that prefill new related records. Custom actions are only available for master detail relationships, and they also don't show up in the related list (where my users expect to find them). And the other options (flow, lightning components, etc.) take a lot of work to build and maintain, and they still don't match the functionality, especially if I'm looking for something that will work both in Classic and Lightning during the transition. We also have custom clone buttons that clone but assign a new record type, and I don't know how to replicate that functionality in lightning.

What are you doing to pre-fill records in your org? Are you happy with it?

5 条评论

Katharine Anderson (The Nature Conservancy)
2019年8月22日 18:45
After some testing, I think the issue is that the capital interest has a master detail relationship with another object, and therefore sharing visibility is controlled by the parent. It seems like it will only allow you to create an object specific action from the master if there is a master-detail relationship. If there isn't a master-detail relationship, then you can create it from any of the lookup objects.

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2019年7月10日 20:03

hello all,

I created a table query using multiple datasets using the corgroup function. When I use this on a dashboard using the table widget, I don't get the scrolling option. so If I add more fields, they go out of the screen and I cannot see them. I'm using fit to Data Column Width. Is there a workaround for that? also, how do I get custom actions to work when using multiple datasets?

thanks.

5 条评论

Diego Frias
2019年8月13日 17:41
@Ed Mengel
After sometime I went back to this issue and finally figured out what you meant. Now scrolling works! thanks for the tip.
cc
@Peter Lyons

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2019年2月11日 16:21

HI,

we have some issues using custom actions that are connected to custom lightning component.

The destination page doesn't work and we are not able to perform action. @Wayne Cho

Has anybody the same problem?

With the older version everything works fine.

Thank you

5 条评论

Gianluigi Sorrentino (TEN)
2019年3月4日 10:01
Hi everyone,
Just to inform everybody the issue is scheduled to be fixed in 18.2 release and should be around mid March 2019 (Safe Harbour).

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