Quick Actions for Funding Requests

What is a Quick Action?

Quick Actions are specific actions that can be taken such as creating or updating a record. They are different than a Global Action in that they are object-specific and can automatically populate related information. Using Quick Actions can be a huge time saver as it becomes a button on page layouts for users to take immediate action.

Sample Quick Actions

The Outbound Funds Package does not contain any Quick Actions yet. We see a handful of Quick Actions that could be created to allow users a more friendly experience. Below are some example Quick Actions that could be created:

• New Disbursement - Button on the Funding Request to create a New Disbursement attached to the specific Funding Request
• New Requirement - Button on the Funding Request to create a New Requirement attached to the specific Funding Request
• New Funding Request - Button on the Account and/or Contact to create a New Funding Request for the specific Account or Contact
• New GAU Expenditure on Disbursement - Button on the Disbursement to create a new GAU Expenditure. Note this would only be possible if the NPSP Extension is installed

Building a Quick Action Creating the Quick Action will revolve around two main steps - creating the button and adding to the page layout. Below are the steps:

1. From Salesforce click the then click Setup​.
2. From Setup, click the Object Manager​ tab.
3. Scroll to find the name of the object you are creating the action on and click the name.
4. Click Buttons, Links, and Actions.
5. Click New Action.
6. On the New Action screen, fill out the information as follows:
   1. Action Type: Create a Record
   2. Target Object: Select the name of the Object you are trying to create such as Disbursement
   3. Standard Label Type: Leave Blank
   4. Label: Give it the name of the button as you want it to appear on the page
   5. Name: This will autofill based on the Label with spaces taken out. This can be kept as is. The page would look as follows, before you click Save to create your Action:
7. From the Object’s Main Page, Click Page Layout.
8. Select the page layout you want to add the button to.
9. Select the Mobile & Lightning Actions section of the Page Layout Editor and Select the newly created Action.
10. Drag the action to the Salesforce Mobile and Lightning Experience Actions section of the page layout. Note: the order that you place the button in will be its order on the page.
11. Click Save and the Page Layout is updated.
12. The button will now appear in the upper right hand corner of the record detail page. For instance, in the case of a New Disbursement, it will appear on the Funding Request as shown below:

For more information on Quick Actions and how to create them, check out this Trailhead Trail.