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Mass Action Create New Rows- I can't get this to work

  • July 11, 2024
  • 6 replies
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I am trying to use a Mass Action on an Account list to create new records on a custom object called Sales Initiatives (related object to Account). I am using rows in context because I want a new Sales Initiative record created for each account selected.

When I select my rows and hit this mass action button, nothing happens. No row is created.

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6 replies

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I created an XML page that reproduces what I think you’re wanting. It can be a good starting point for troubleshooting this. In it, I have a mass action that adds a specific description to contacts and keeps context from the accounts chosen in the first table. Does it show what you’re wanting to do and how you’re trying to do it?













































































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Thanks.  Yes. This works.  Adding the table I am writing to to my page helps.  I believe my records weren’t saving because I have validation rules on a few fields.  By having the records appear in a table I can see where the data needs to be added.  

Now I need to figure out how to populate the data in these fields. Unfortunately they are picklist fields that the user needs to choose ahead of time and apply to all.  I can’t set a “default” in the action.  Any suggestions?  Can I open a popup window first, have the user input the data there, then execute the create new records?  

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If I understand your question correctly, you can probably do a Ui only model and add the picklist fields. Add a field editor to collect the user input. Then in your action sequence update fields on rows with the values from the UI only model.

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You should be able to select a picklist automatically as well in the same method. It just has to be an existing picklist option. You can’t set it to a picklist that doesn’t exist. 

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I need the user to choose which value in the picklist they want though.  I don’t want to set it for them.

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Trying this.  The Action sequence doesn’t seem to allow using fields from another model to set values.  You can only choose from “Single Specified Value” or “None-Blank Value”.  

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