Here i want to add new button below Filter out field as you can see the screen short how can i do? i
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
3 hours ago
Hi everyone,
I’m working in Configurable Workspace (CSM/FSM) and trying to customize a related list.
Requirement:
In a related list (Opportunity Documents), under a column (e.g., “Updated”), when clicking the 3-dot menu, I see default options like:
Show Matching
Filter Out
I want to add a new custom option below "Filter Out" in the same dropdown menu.
What I have tried:
Created UI Actions → not appearing in Workspace list menu
Checked UI Builder → couldn’t find a direct way to extend this menu
Explored list controls and configurations → no success
Questions:
Is it possible to add a custom action in this column context menu in Workspace?
If yes, what is the recommended approach? (UI Builder / Script / Component customization?)
If not directly possible, what is the best alternative approach to achieve similar functionality?
Additional Info:
Workspace: CSM/FSM Configurable Workspace
Requirement is specific to Workspace (not Classic UI)
