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.
![]() |
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 ![]() |
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
2. | Click Save. |