Add quick actions, flows, and Omniscripts to an Action Launcher in the Crisis Support Center Management app. Then, make the component available to users by adding it to a Lightning record page.
Required Editions
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To use the Crisis Support Center Management app | Manage Crisis Support Center Management App |
- From Setup, in the Quick Find box, enter Action Launcher, and then click Deployments.
- Click New Deployment, and then click Next.
- Enter a label for your deployment. The API name is auto-updated.
- Select whether you want to add Buttons, flows, links. and quick actions, Omniscripts, or Components. You can select any or all of them. Click Next.
- To show the actions in the Crisis Support Center Management app, select Case as the object, and click Next.
- From the list of available actions, screen flows or Omniscripts, choose items that appear in the Action Launcher search results. Click Next.
- Select frequently used actions to pin to the Action Launcher component.
- Save your changes.
- From the App Launcher, go to the Crisis Support Center Management app and open a case record in Lightning App Builder.
- If the Action Launcher component is not already placed on the page, drag this component from the component list to the page.
- In the Properties pane, in the Action Launcher Deployment field, select the deployment you configured.
- Save your changes.