You are here:
Set Up and Manage Quick Actions
Set up Quick Actions in the Admin Console to control which actions appear for specific users and locations in the Life Sciences Cloud mobile app.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
| User Permissions Needed | |
|---|---|
| To manage quick actions: | Life Sciences Commercial Admin |
-
Create an action.
- From the App Launcher, find and select Life Sciences Commercial, and then select Admin Console.
- Select Quick and Custom Action Administration, and then select Quick Actions.
- Select New.
- Enter a label, name, action name, location, and sort order.
- If needed, set optional values such as mobile only, sort order, icon, color, associated object, and record type.
-
In the SObject field, select the object where the action is available.
If you leave this field blank, users can see duplicate actions with the same name.
- Select the profiles and permission sets that can access the action.
- Save your changes.
-
Manage existing actions.
- From the App Launcher, find and select Life Sciences Commercial, and then select Admin Console.
- Select Quick and Custom Action Administration, and then select Quick Actions.
-
From the dropdown, select the action.
- Edit: Change the location, sort order, icon, color, associated object, and record type. Or, update the profiles and permission sets that have access to the action.
- Activate/Deactivate: Turn the action on or off.
- View Assignments: See a list of profiles and permission sets assigned to the action.
- Save your changes.
Did this article solve your issue?
Let us know so we can improve!
