November 24 Release (v8)

Introducing Row Actions

Empower users to take instant actions directly from the grid with custom buttons, enabling seamless workflows! Row Actions allow users to quickly launch a Lightning Flow, Lightning Web Component, or Lightning Aura Component with ease. Designed for flexibility and efficiency, these buttons can be effortlessly configured to enhance user experiences.

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How to Apply Row Actions

Row Action Configuration

We’re excited to introduce Row Action Configuration, a powerful new feature designed to streamline workflows by enabling actionable interactions directly within grids.

With Row Actions, users can:

1. Configure Custom Buttons: Add buttons to grid rows to trigger specific actions.

2. Launch Actions Instantly: Clicking the button opens a corresponding action (e.g., a popup for updates or a process trigger).

3. Refresh and Notify: Actions automatically refresh the row and display a success message upon completion.

Note: Designers can configure these actions in the Grid Wizard under a new "Action" tab.

Configuring Row Action

For example, a new Row Action, "Update Account", has been added. Clicking this action displays a popup where users can update the Account Details (Account Name, Industry, Phone and Website). After saving, the popup closes, the row refreshes, and a success message confirms the update.

Update the record using row action button.

Common Use Cases

Here are some practical examples of how Row Actions streamline tasks:

• Send Email: Quickly trigger email actions for Accounts, Opportunities, Leads, Cases, and Contacts.

• Close a Case: Simplify support case closures with a single click.

• Convert a Lead: Easily transition leads into opportunities.

• Update Record Status: Modify the status of a deal, lead, or case (e.g., mark a deal as “Negotiation”).

• Assign Task: Assign tasks for follow-ups or case resolutions.

• Generate Quote: Start the quote creation process for opportunities or accounts.

• Approve/Reject Requests: Streamline approvals for discounts, leave applications, or cases.

• Escalate Issue: Elevate high-priority cases to supervisors.

• Send Survey: Initiate feedback surveys for closed cases.

• Activate/Deactivate User: Manage system or account access with a click.

Learn more about configuring the Action button [here].

Known Limitations

We've documented the limitations and setup requirements for Row Actions to help you optimize their use. For detailed information, refer to the Row Action Limitations section in our documentation.