Overview
Global Actions are a valuable tool in Rethink because of their ease of use and accessibility. So what are quick actions? Well, you can think of them as shortcuts. They offer a fast way for users to launch a specific workflow within Rethink. Actions such as creating an event, logging calls, or creating a task or saving a file. In this article, we'll review how to customize the Global Actions to better suit your workflow.
Other features of global actions include:
- The ability to create custom actions tailored to your business processes and use cases.
- All the actions you add can have its own unique page layout, so you can limit the fields to just the ones your users truly need.
Locating your Global Actions shortcut
The Global Actions options are located at the top right of the screen it appears as a plus sign icon
(
) see below:
Clicking the icon will expand to provide the options available.
As an example of how to customize Global Action. I will be demonstrating how to create a Global Action that creates a new contact record, in case a new client calls and I need a quicker way of adding a contact into Rethink.
Create Global Quick Actions
The first step will be to access Actions with setup. The quickest way to accomplish this is by typing "Actions" into the quick search box within setup, then select Global Actions. See below for guidance:
Here you'll be presented with a list of Global Actions. Create, edit, and view Global Actions, which can be used on Detail pages, and the Home page. Locate and click the New Action button.
From here you'll be prompted with a few choices for this newly created action. Select the type of action to create. Not all the fields are required but those which are required are marked in red. Here you'll also be able to customize the action to your liking. See below:
Afterward, you'll be guided to customize the fields which will be presented when the user clicks on the action button. For my example, I will be adding the contact's assistant name and the property type that the individual is interested in. The available fields depend on the object you've selected in the previous step. In our case it is the Contact Object, thus the fields are based on what is normally held within a contact record. After you've added all the fields you'd like and reorders them to your liking click Save on the left-hand side of the panel. see below for guidance:
Once you've completed this the last step is adding the newly created Global Action to the Publisher Layout located under Global Actions in Setup. Click on Edit to the left of the listed publisher layout name. Then click on Mobile & lightning Actions, locate the name of the global action you created and drag that icon to the second panel on the bottom labeled "Saleforce Mobile and Lightning Experience Actions". After you've placed it in the desired order click on Save on the top left-hand corner of the Global layout panel. see below for guidance:
The last step is to click on the Global Actions menu, verify that the button displays as expected, then test the button to verify that it completes the desired action. Below I've demonstrated using our example:
Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about editing Global Actions.
