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Ragnar Lothbrok 7 How can we create the Quick Action for create a record for opportunity.
Hi there,
So the situation is, on opportunity list view page i want a quick action that can be used for creating an opportunity from there, instead of Standard "New" button.
How can we achieve this functionality.
Any help appreciated. Thanks.
So the situation is, on opportunity list view page i want a quick action that can be used for creating an opportunity from there, instead of Standard "New" button.
How can we achieve this functionality.
Any help appreciated. Thanks.
You need to Override New Opportuntiy Quick action with Lightnig Component like that:-
https://www.infallibletechie.com/2019/05/how-to-override-new-button-in.html
https://trailhead.salesforce.com/content/learn/projects/workshop-override-standard-action/override_4
if you need any assistanse, Please let me know!!
Kindly mark my solution as the best answer if it helps you.
Thanks
Mukesh
Thanks for your quick response, but for this requirement, i dont want to override the existing standard button. I wanted to have a button which will acts as same standard one because on creation of record user should see some limited fields and after that when user see the record detail page then he can see the rest other fields based on the record types.
Can we do this? I gave it a try with Object specific Action to create a record but onClick its giving error and its saying to select so record first inorder to create opportunity record from opportunity list view.