{"id":479077,"date":"2025-01-03T07:31:54","date_gmt":"2025-01-03T07:31:54","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=479077"},"modified":"2025-01-09T11:22:58","modified_gmt":"2025-01-09T11:22:58","slug":"add-quick-action-in-field-service-mobile-app","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/add-quick-action-in-field-service-mobile-app\/","title":{"rendered":"Add LWC Quick Action to Salesforce Field Service Mobile App"},"content":{"rendered":"\n<p>Are you looking to enhance your Salesforce Field Service Mobile App with custom functionality? <\/p>\n\n\n\n<p>In this guide, we\u2019ll walk you through the steps to add a&nbsp;<strong><a href=\"#lwcquickaction\">Lightning Web Component (LWC) Quick Action<\/a><\/strong>&nbsp;to the Field Service Mobile App.<\/p>\n\n\n\n<p>By using Lightning Web Component Quick Actions, you can introduce custom features that go beyond the standard capabilities of the Field Service Mobile App, enabling a more tailored user experience.<\/p>\n\n\n\n<p><a href=\"https:\/\/eshopsync.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Explore more solutions offered by Webkul<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Prerequisite: Enable Lightning SDK in the Field Service Mobile App<\/h3>\n\n\n\n<p>Before proceeding, ensure that you\u2019ve completed the following:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the <strong>System Permissions<\/strong> of the permission set assigned to your Service Resource.<\/li>\n\n\n\n<li>Enable the checkbox for <strong>\u201cEnable the Lightning SDK for online and offline use in the Field Service mobile app.\u201d<\/strong>\n<ul class=\"wp-block-list\">\n<li>Note: If the <strong>Lightning SDK for Field Service Mobile org setting<\/strong> is enabled, it will override this permission.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p>Without this crucial setting, the <strong>Lightning Web Component Quick Action<\/strong> will not appear in the Field Service Mobile App.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why Use Salesforce Field Service Mobile App?<\/h2>\n\n\n\n<p>The Field Service mobile app for Android and iOS offers a comprehensive tool for today\u2019s mobile workforce.<\/p>\n\n\n\n<p>Built with an offline-first approach, it allows you to work and save changes even without internet access. You can also customize the app to meet your specific business requirements.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What is a Lightning Web Component Quick Action?<\/h2>\n\n\n\n<p>Lightning Web Component (LWC) quick actions empower users to perform tasks in Salesforce with ease by directly invoking custom Lightning Web Components on record pages.<\/p>\n\n\n\n<p>With custom quick actions, you streamline navigation and workflows, giving users quick access to the most important information. <\/p>\n\n\n\n<p>These intuitive UI buttons enhance productivity by delivering the tools and data they need at their fingertips.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"lwcquickaction\">How to Set Up a Lightning Web Component as a Quick Action on a Record Page?<\/h2>\n\n\n\n<p>Set up a Lightning Web Component (LWC) as a quick action on a record page by defining the metadata in the <code>&lt;component&gt;.js-meta.xml<\/code> file.<\/p>\n\n\n\n<p> Specify a <code><strong>lightning__RecordAction<\/strong><\/code> target and set <code><strong>isExposed<\/strong><\/code> to <code>true<\/code> to make the component accessible as a quick action.<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">&lt;?xml version=&quot;1.0&quot; encoding=&quot;UTF-8&quot;?&gt;\n&lt;LightningComponentBundle xmlns=&quot;http:\/\/soap.sforce.com\/2006\/04\/metadata&quot;&gt;\n    &lt;apiVersion&gt;62.0&lt;\/apiVersion&gt;\n    &lt;isExposed&gt;true&lt;\/isExposed&gt;\n    &lt;targets&gt;\n        &lt;target&gt;lightning__RecordAction&lt;\/target&gt;\n    &lt;\/targets&gt;\n&lt;\/LightningComponentBundle&gt;<\/pre>\n\n\n\n<p>Follow these simple steps to create a <strong>Lightning Web Component (LWC) Quick Action<\/strong> in Salesforce and add it to the page layout:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to <strong>Setup<\/strong>.<\/li>\n\n\n\n<li>Go to <strong>Object Manager<\/strong> and select the object where you want to create the Quick Action.<\/li>\n\n\n\n<li>Click on <strong>Buttons, Links, and Actions<\/strong> and then select <strong>New Action<\/strong>.<\/li>\n\n\n\n<li>Choose <strong>Action Type<\/strong> as <strong>Lightning Web Component<\/strong>.<\/li>\n\n\n\n<li>Select the desired component, specify the name and label, and click <strong>Save<\/strong>.<\/li>\n\n\n\n<li>Add the newly created Quick Action to the <strong>Page Layout<\/strong> of the object.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Use Case: Enhancing Work Order Management with LWC Quick Action<\/h2>\n\n\n\n<p>Imagine using an <strong>LWC Quick Action<\/strong> that allows <strong>Service Resource<\/strong>s to effortlessly upload and view images related to a Work Order. <\/p>\n\n\n\n<p>This feature streamlines work order management, enabling field technicians to document and access visual information directly within the <strong>Salesforce Field Service Mobile App<\/strong>.<\/p>\n\n\n\n\n<div class=\"wp-block-columns wk-bg-radial-gradient is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center wk-video-mockup-frame is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading has-white-color has-text-color has-link-color wp-elements-f819bd04c5c94e9b1a02b593f96f4542\">Quick Action on Work Order<\/h2>\n\n\n\n<p class=\"has-white-color has-text-color has-link-color wp-elements-40bf66ddc864df85ce4cdab5bd2a1fc8\">The Quick Action is labeled as&nbsp;<strong>Attachments<\/strong><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column wk-video-mockup-frame is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"477\" height=\"1024\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/woqafinal-477x1024.webp\" alt=\"Work Order Quick Action\" class=\"wp-image-479303\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/woqafinal-477x1024.webp 477w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/woqafinal-140x300.webp 140w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/woqafinal-116x249.webp 116w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/woqafinal-768x1648.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/woqafinal-716x1536.webp 716w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/woqafinal-955x2048.webp 955w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/woqafinal.webp 1079w\" sizes=\"(max-width: 477px) 100vw, 477px\" loading=\"lazy\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n\n<p>The Following Apex class will work as the controller for the Lightning Web Component Quick Action<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">public with sharing class FileClass {\n    \/**\n    * @description Method to retrieve the related images\n    * @param linkedEntityId the Salesforce recordId\n    * @return  `List&lt;ContentVersion&gt;` List of related images\n    *\/\n    @AuraEnabled\n    public static List&lt;ContentVersion&gt; wkGetFiles(String linkedEntityId){\n        List&lt;String&gt; fileTypes=new List&lt;String&gt;{&#039;JPEG&#039;,&#039;JPG&#039;,&#039;PNG&#039;};\n        Set&lt;Id&gt; contentDocumentIds = new Set&lt;Id&gt;();\n        for (ContentDocumentLink link : &#091;\n            SELECT ContentDocumentId\n            FROM ContentDocumentLink\n            WHERE LinkedEntityId =:linkedEntityId\n        ]) {\n            contentDocumentIds.add(link.ContentDocumentId);\n        }\n        return &#091;\n            SELECT Id, Title, ContentDocumentId, FileType, VersionData\n            FROM ContentVersion\n            WHERE ContentDocumentId IN :contentDocumentIds\n            AND IsLatest = true AND FileType IN:fileTypes ORDER BY CreatedDate Asc\n        ];\n    }\n    \/**\n     * @description Method to create ContentVersion records\n     * @param fileName Name of the file\n     * @param base64Data the image converted to base64 \n     * @param parentId RecordId of the related record\n     * @return  `String` record Id of the inserted\n     * @exception \n     *\/\n    @AuraEnabled\n    public static String createContentVersion(String fileName, String base64Data, String parentId) {\n        try {\n            \/\/ Decode the base64 string\n            Blob fileBody = EncodingUtil.base64Decode(base64Data);\n            \/\/ Create the ContentVersion record\n            ContentVersion contentVersion = new ContentVersion();\n            contentVersion.Title = fileName;\n            contentVersion.PathOnClient = fileName;\n            contentVersion.VersionData = fileBody;\n            if (String.isNotBlank(parentId)) {\n                contentVersion.FirstPublishLocationId = parentId; \/\/ Link to a record (optional)\n            }\n            insert contentVersion;\n            \/\/ Return the Id of the created ContentDocument\n            return contentVersion.Id;\n        } catch (Exception e) {\n            throw new AuraHandledException(&#039;Error uploading file: &#039; + e.getMessage());\n        }\n    }\n}<\/pre>\n\n\n\n<h2 class=\"wp-block-heading\">The Lightning Web Component will be implemented like this<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">HTML File<\/h3>\n\n\n\n<pre class=\"EnlighterJSRAW\">&lt;template&gt;\n    &lt;template if:true={showSpinner}&gt;\n        &lt;lightning-spinner alternative-text=&quot;Uploading...&quot; size=&quot;small&quot;&gt;&lt;\/lightning-spinner&gt;\n    &lt;\/template&gt;\n    &lt;div class=&quot;container&quot;&gt;\n        &lt;template lwc:if={showFile}&gt;\n            &lt;div class=&quot;slds-text-heading_medium&quot;&gt;\n                Attachments\n            &lt;\/div&gt;\n            &lt;div class=&quot;slds-grid slds-wrap&quot;&gt;\n                &lt;template for:each={files} for:item=&quot;file&quot;&gt;\n                    &lt;div class=&quot;slds-col slds-m-around_small slds-align_absolute-center&quot; key={file.Id}&gt;\n                        &lt;img src={file.source} alt=&quot;&quot; style=&quot;max-width: 140px;&quot;&gt;\n                    &lt;\/div&gt;\n                &lt;\/template&gt;\n            &lt;\/div&gt;\n        &lt;\/template&gt;\n        &lt;template lwc:else&gt;\n            &lt;h1&gt;No Attachments&lt;\/h1&gt;\n        &lt;\/template&gt;      \n        &lt;div class=&quot;slds-grid slds-grid_vertical&quot;&gt;\n            &lt;div class=&quot;slds-col slds-m-around_small slds-align_absolute-center&quot;&gt;\n                &lt;strong&gt;{fileName}&lt;\/strong&gt;\n                &lt;lightning-input type=&quot;file&quot; accept=&quot;.png, .jpg, .jpeg,&quot; onchange={handleFileChange}&gt;&lt;\/lightning-input&gt;\n            &lt;\/div&gt;\n            &lt;div class=&quot;slds-col slds-m-around_small slds-align_absolute-center&quot;&gt;\n                &lt;lightning-button label=&quot;Upload&quot; onclick={uploadFile} variant=&quot;brand&quot; class=&quot;s-margin-top&quot; disabled={isUploadDisabled}&gt;&lt;\/lightning-button&gt;\n                &lt;lightning-button label=&quot;Refresh View&quot; onclick={refreshView} class=&quot;slds-m-left_small&quot;&gt;&lt;\/lightning-button&gt;\n            &lt;\/div&gt;\n        &lt;\/div&gt;\n    &lt;\/div&gt;\n&lt;\/template&gt;<\/pre>\n\n\n\n<h3 class=\"wp-block-heading\">Javascript File<\/h3>\n\n\n\n<pre class=\"EnlighterJSRAW\">import { LightningElement,api,track } from &#039;lwc&#039;;\nimport wkGetFiles from &quot;@salesforce\/apex\/FileClass.wkGetFiles&quot;;\nimport createContentVersion from &quot;@salesforce\/apex\/FileClass.createContentVersion&quot;\n\nexport default class wkWorkOrderAttachments extends LightningElement {\n    @api recordId;\n    @track files=&#091;];\n    imgList=&#091;];\n    showFile=false;\n    showSpinner=false;\n    fileName;\n    fileContent;\n    isUploadDisabled=true;\n    connectedCallback(){\n        this.getRelatedImages();\n    }\n    getRelatedImages(){\n        this.showSpinner=true;\n        wkGetFiles({linkedEntityId:this.recordId}).then(response=&gt;{\n            if(response!=null){\n                this.imgList=response;\n                for(let i=0;i&lt;this.imgList.length;i++){\n                    let image = {\n                        Id: this.imgList&#091;i].Id,\n                        Title: this.imgList&#091;i].Title,\n                        source:window.location.origin + &quot;\/sfc\/servlet.shepherd\/version\/renditionDownload?rendition=THUMB720BY480&amp;versionId=&quot; +this.imgList&#091;i].Id +&quot;&amp;operationContext=CHATTER&amp;contentId=&quot; +this.imgList&#091;i].ContentDocumentId\n                      };\n                      this.files.push(image);\n                }\n            }\n            this.showFile=true;\n            this.showSpinner=false;\n        })\n    }\n    handleFileChange(event){\n        const file = event.target.files&#091;0];\n        if (file) {\n            this.fileName = file.name;\n            const reader = new FileReader();\n            reader.onload = () =&gt; {\n                const base64 = reader.result.split(&#039;,&#039;)&#091;1];\n                this.fileContent = base64;\n                this.isUploadDisabled = false;\n            };\n            reader.readAsDataURL(file);\n        }\n    }\n    async uploadFile() {\n        if (this.fileContent &amp;&amp; this.fileName) {\n            this.showSpinner = true;\n            try {\n                const result = await createContentVersion({\n                    fileName: this.fileName,\n                    base64Data: this.fileContent,\n                    parentId: this.recordId,\n                });\n                this.uploadedFileId = result;\n                this.showSpinner = false;\n                this.isUploadDisabled = true;\n                this.files=new Array();\n                this.fileContent=null;\n                this.fileName=null;\n                this.connectedCallback();\n            } catch (error) {\n                this.showSpinner = false;\n            }\n        }\n    }\n    refreshView(){\n        this.isUploadDisabled = true;\n        this.files=new Array();\n        this.fileContent=null;\n        this.fileName=null;\n        this.connectedCallback();\n    }\n}<\/pre>\n\n\n\n<h3 class=\"wp-block-heading\">Example<\/h3>\n\n\n\n\n<div class=\"wp-block-columns wk-bg-radial-gradient is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading has-text-align-left has-white-color has-text-color has-link-color wp-elements-f5402b612821a9c40f7cc2180b211acc\">Use Case<\/h2>\n\n\n\n<p class=\"has-white-color has-text-color has-link-color wp-elements-1d1752d448af15a1c95f29580f7923d8\">Service resources can upload images related to the Work Order.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column wk-video-mockup-frame is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-video\"><video height=\"1600\" style=\"aspect-ratio: 720 \/ 1600;\" width=\"720\" autoplay loop muted src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/01\/finalscreen-1.webm\" playsinline><\/video><\/figure>\n<\/div>\n<\/div>\n\n\n\n\n<h2 class=\"wp-block-heading\">Conclusion<\/h2>\n\n\n\n<p>The&nbsp;<strong>Field Service Mobile App<\/strong>&nbsp;is a powerful tool designed for field technicians to efficiently manage tasks on the go.<\/p>\n\n\n\n<p>It offers customizable features that integrate seamlessly with Salesforce Field Service, enabling businesses to streamline operations and enhance customer satisfaction.<\/p>\n\n\n\n<p>Additionally, Lightning Web Component Quick Actions enable users to add custom features that extends capabilities of the Field Service Mobile App.<\/p>\n\n\n\n<p>For any queries regarding Field Service Lightning or personalized solutions, contact our expert&nbsp;<a href=\"https:\/\/webkul.com\/Salesforce-consulting-services\/\">Salesforce Consultants<\/a>&nbsp;at&nbsp;<a href=\"mailto:support@webkul.com\">support@webkul.com<\/a>&nbsp;or via&nbsp;<a href=\"https:\/\/eshopsync.com\/\">Live Chat<\/a>.<\/p>\n\n\n\n<p>Our team is available year-round to provide customized solutions tailored to your business needs.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Are you looking to enhance your Salesforce Field Service Mobile App with custom functionality? In this guide, we\u2019ll walk you through the steps to add a&nbsp;Lightning Web Component (LWC) Quick Action&nbsp;to the Field Service Mobile App. By using Lightning Web Component Quick Actions, you can introduce custom features that go beyond the standard capabilities of <a href=\"https:\/\/webkul.com\/blog\/add-quick-action-in-field-service-mobile-app\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":648,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1887],"tags":[15638,13169],"class_list":["post-479077","post","type-post","status-publish","format-standard","hentry","category-salesforce","tag-field-service-mobile-app","tag-salesforce-consultant-team"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Add LWC Quick Action to Salesforce Field Service Mobile App - Webkul Blog<\/title>\n<meta name=\"description\" content=\"Leverage LWC Quick Actions in the Salesforce Field Service Mobile App to boost the efficiency and performance of your field operations.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/webkul.com\/blog\/add-quick-action-in-field-service-mobile-app\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Add LWC Quick Action to Salesforce Field Service Mobile App - 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