Blog

Hide and Show Quick Actions Dynamically

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In this blog, we’ll use a cool standard Salesforce functionality to dynamically render quick actions.

Quick Actions are essentially introduced to the record page through Page layout.

However, based on the criteria, we may now hide and show quick actions at the page level. To accomplish this, we can use the highlight panel Upgrade function.

Step 1 :

To edit a page, go to Setup Icon -> Edit Page.

Hide and Show Quick Actions

Step 2 :

Click the Highlight Panel on the Edit Page Screen, then the Upgrade Now Button.

Hide and Show Quick Actions

Step 3 :

Below popup will be shown. Select Migrate option and click on Next.

Hide and Show Quick Actions

Step 4 :

Choose the source layout.

Hide and Show Quick Actions

Step 5 :

Click on the +Add Filter button and enter the filter criteria. Click Done.

Hide and Show Quick Actions

For Example, to show the New Case Quick action button, here we have given the Criteria as
Account Type should be Prospect.

Hide and Show Quick Actions

Step 6 :

Click on Save .Now the Quick action will be shown and hidden based on the given
criteria.

Hide and Show Quick Actions

Quick action is displayed as per the given criteria.

Hide and Show Quick Actions

When the criteria are not met, quick action is invisible.

Hide and Show Quick Actions

In the same way, we can hide and show all the quick actions using this feature.