🆕Open Quick Action
Overview
The Open Quick Action interaction lets you trigger Salesforce Quick Actions directly from your screen flow components.
What it does
Launches Actions: Trigger predefined Salesforce Quick Actions.
Enhances Flow Experience: Make your flows more interactive and efficient.
The Open Quick Action interaction doesn't function when your flow is embedded within an Experience Cloud Site. It's designed to work only within internal Salesforce applications.
How to set it up
Configure Your Avonni Component: Set up the Avonni component (e.g., Data Table, Button) as you normally would.
Create an Action: Add an action to the component to trigger the Open Quick Action. This could be:
A header button
An action button within the component
A row action (if using the Data Table)
Configure the Interaction:
Go to the Interactions tab of the component.
Create a new interaction and choose the trigger element (e.g., the button you just created).
Select a Target Name: Choose the action you created in step 2.
From the Type dropdown, select "Open Quick Action."
Enter the API Name of the Quick Action you want to use. If selecting a Quick Action from a specific object, include the object's API name followed by a dot (.) before the Quick Action's API name.
For example, if you want to use the "SendEmail" Quick Action on the Contact object, you would enter:
Contact.SendEmail.
Record ID Field: Specify the field that contains the record ID you want to pass to the Quick Action.
Prefilled Values (Optional): Add any default values you want to pre-fill in the Quick Action form.
When users click the button or trigger the action, the selected Quick Action automatically opens, passing the relevant record ID and prefilled values for a seamless user experience.
Tip
Use the "recordId" field to dynamically pass the ID of the current record being processed in the flow. This allows Quick Action to operate on the correct record automatically.
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