Why can't I choose a specific custom object as the Target for a Create a Record Global Action
|Knowledge Article Number||000187083|
|Description||When creating a Global Action (Setup | Create | Global Actions) to create a record, I am unable to choose some Custom Objects in the 'Target Object' picklist.|
|Resolution||Custom Objects which are on the detail side of a master-detail relationship can not be created via a Global Action. A detail object record requires a master record, and so can't be created in a non-entity-specific context.
As a workaround, it's possible to create a Global Action for a detail object prior to establishing or creating the Master-Detail relationship field however, this is not advisable for the following reasons:
- Users may encounter the following system error when attempting to create a new child record if the Master-Detail field is not applied to the Global Action's page layout and/or populated:
Error: Invalid Data.
Review all error messages below to correct your data.
You must enter a value
(Related field: <MasterDetailFieldNameHere>)
- Users will only be able to create a detail record via the action if the related master record already exists and is available for selection via the lookup search dialog. If the record does not exist or is unavailable in the lookup search users will have to navigate away from the action, create the master record, and then perform the quick action again to select the newly created and desired record which makes for a less than ideal user experience.
Unfortunately, quick create is not available for all lookup dialog searches. Please consider promoting the Idea, Quick create" function on all lookup fields so that we may see this added to available functionality with a future release.
Idea: Allow Global Actions on Master-Detail Child objects