How to add actions to list views in salesforce lightning

In this post, we see how to add custom actions to the list view in the Salesforce lightning framework. 

Create a button from the setup

Login to Salesforce

Click the Gear icon and navigate to setup

Go to Object Manager

As part of this article, we are adding a new button to the list view of the case object.

Search for Case object and drill down on it, expect the below-mentioned screen

Find submenu and click on Buttons, Links, and Actions and click the New Action button

Add the details as mentioned below

We have selected Work Order as a Target Object 

Click Save button

Add required fields to the layout and click the Save button.

Add button to the layout

In the same screen, go to submenu > click on the Search Layouts for Salesforce Classic > Click Edit option for List view

Add newly created button to the Selected Quick Actions column and Click Save button

Please note search layouts are split between the Search layouts and Search layouts for Salesforce classic. Add your Action to the Search layouts for Salesforce classic.

Well, we are done with the configurations. Verify the same in the layout.

Result

When you click the newly created button, it says to select at least one record, because Work order is a child entity for the Case and hence we must always select the parent record before creating a new record from the Create a Record Action button in the list views. 

Have a look at the Quick Action Considerations to understand more. 

In case you are looking for something different, mention it in the comments section. Our team is glad to support your Salesforce implementations and troubleshooting.

You may like:

how to create flow in salesforce lightning 

how to create a button in a lightning component

Last updated on: 20 Mar 2022