Adding Fields to a Quick Action
You can add fields to a quick actionA user-defined operation that performs one or more actions with a single click of the mouse. when creating a new action. Additional fields give you more control over the results of your quick action.
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Sometimes the fields and buttons do not appear on the interface until the object reference is selected. For example, when creating a quick action of insert child object type, you must select the child object reference before the field options appear. |
Adding a Field to a Quick Action
| 1. | Within the Quick Actions CenterAllows you to create and edit quick actions associated with the workspace or object context., click  Add at the end of a field line. A new blank field is inserted below the line you clicked. |
at the end of a field line. A new blank field is inserted below the line you clicked.
| 2. | Enter the field parameters as needed. |
| 3. | Repeat to add more fields. |
| 4. | Click Save. |
Modifying a Field in a Quick Action
| 1. | Within the Quick Actions Center, click in the field to modify. |
| 2. | Make your changes. |
| 3. | Click Save. |
Removing a Field from a Quick Action
at the end of a field line. The field disappears from the interface.| 2. | Click Save. |