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            Set Up a Mass Quick Action for Related Lists

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            Set Up a Mass Quick Action for Related Lists

            With mass quick actions on a related list, users can create or update related records in bulk without leaving the page. You can configure a mass quick action on related lists for any related object that supports quick actions.

            Required Editions

            Available in: Lightning Experience
            Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To set up mass quick actions for Lightning Experience: Customize Application

            Before setting up mass quick actions on a related list:

            • Review Mass Quick Action Considerations.
            • Set up Create a Record or Update a Record quick actions for the object contained in the related list, not the parent object. For example, to add a mass quick action to the Opportunities related list on the Account record detail page, create a quick action on the Opportunity object.

            There are two ways to add mass quick actions on a related list. To add actions directly from the Lightning App Builder, select the Dynamic Related List - Single component in the record page. In the properties pane, click Add Action, and then select your quick action.

            Or, you can set up mass quick actions on a related list from the page layout editor.

            1. From the object management settings for the parent object, go to the Page Layouts section and choose the page layout to edit.
            2. Edit the related list’s properties and expand the Buttons section.
            3. Under Quick Actions in Lightning Experience (Beta), select the quick actions to show on the related list.
            4. Save your changes to the page layout.

            If the actions that you added don’t appear on your related list, update the list’s properties. In the Lightning App Builder, on the parent record page, select the Related Lists component or the Related List - Single component. Then, in the properties pane:

            • Set the Show list view action bar checkbox.
            • Update the Related List Type to Enhanced List.

            See Also

             
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