Quick Action Parameters

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Common Quick Action Fields

This section describes the parameters used when creating, duplicating, or editing a quick action.

For information about the Insert a Field and Insert a Function tabs, see Parts of the Quick Actions Center.

Each quick action template has different fields, but they all have the following:

Field	Description
Enter action name	A unique name for this quick action. NOTE: Quick actions with duplicate names produce unexpected results. The application only runs the first quick action of the same name that it encounters.
Enter action description	Contains a description for this quick action.
Enter category	Activates the drop-down menu that contains the quick action categories. Saves the quick action to this folder.

Field	Description
Apply Action To	(Only shown for the Send Email quick action) Determines the object or child to which the quick action applies. See Example: Using the Send Email Quick Action.
Plain Text	(Only shown for the Send Email quick action) Sends the email in plain text (as opposed to HTML or formatted text).
Publish to	Activates the drop-down menu that contains the roles to which to publish this quick action. The application saves the quick action to the roles you select, as well as to the administrator and action owner roles.
UI Options	Determines which of the following options users have: Show as toolbar button: Creates a button on the toolbar that performs this quick action. Hide in UI: Removes this quick action from the Action Menu.
Auto-save	Automatically saves changes when the quick action is run in UI form context.
Hide in UI when	Hide this quick action under certain circumstances. Enter the appropriate expression.
Disable in UI 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.

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