Quick Action Settings
The following table contains the Action Settings for quick actions under Create New Action.
Generic Action Settings
These settings are common to all actions.
| Field | Description |
|---|---|
| Publish to | Determines the roles to which this action is available. The action is automatically available to the administrator and the action owner. |
| UI Options |
Determines which of the following options users will have:
|
| Save object |
Automatically saves any changes to the database that this quick action might perform. This option only applies when the quick action is performed against a form. |
| Hide when | Hide this quick action under certain circumstances. Enter the appropriate expression. |
| Disable when | Disables this quick action under certain circumstances. Enter the appropriate expression. |
| Confirm before run | Prompts you to confirm before running the quick action. |
| Confirmation prompt | Contains the confirmation message. |
Send Email Action Settings
These settings apply when creating an email quick action, as well as the generic settings.
| Apply Action To |
Determines the object or child to which the action applies. See Using the Send Email Quick Action. |
| Plain Text | Sends the email in plain text (as opposed to HTML or formatted text). |