After you add a Quick Actions widget, you need to select a configuration and view.
Once the widget is configured the configuration name and view name appears at the top of the widget. All actions performed in this widget will inherit this configuration and view. You can configure additional Quick Actions widgets with different configurations and views.
To configure a Quick Actions widget:
- Add a Quick Actions widget to a tab. When you add the widget, it indicates that the widget is not yet configured and the configuration panel opens by default. If you want to change the configuration, click the Configure button in the top-right corner.
From the Configuration list, select the configuration on
which you will be performing Quick Actions. You must have created configuration
before you are able to select a configuration from this list.
Note: Users will be able to view and select all Configurations and Views in the drop-down menus, whether or not they have been granted access to the objects. However, they will only be allowed to perform Quick Actions on Configurations and Views to which they have the appropriate access permissions.
- From the View list, select the View on which you will be performing the Quick Actions.
- Click Save. All tasks launched from this widget will inherit the configuration and view you have selected.