Features

Field Service Lightning Support

Follow the steps below to create custom action in field service lightning app.

Steps to create custom action for field service lightning app -

  • To use goto the setup -> Object Manager -> select object you want to have access the widget with
  • Select Button Links and action -> New action
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  • In the new action form select action type as Lightning Web Component and the lightning web component as cldfs:cloudFilesAttachnmentAction
  • If you need a special widget configuration to limit the action inside the widget at the end of the "Name" add "wcid_XXX" XXX being the 32 digit widget config it. The limit for name is 80 characters so should not be an issue. eg. Show_Cloudfiles_wcid_55sgqbfgf681jrpgvv2tm195sm2wq3yf
  • Save the action.
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  • Go to Page layout -> Account layout
  • You will see the newly created action under mobile and lightning action.
  • drag and drop the action into the Salesforce Mobile and Lightning Experience Actions and click save.
  • Now you will be able to see and use the action in the account page for both web and mobile ui.
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