How to edit the quick actions buttons in Source to Pay Workspace

Alon Grod
Tera Expert

Hi,

Is there any way to edit this quick actions button in source to pay workspace without using ui builder?

AlonGrod_0-1781849709263.png

 

8 REPLIES 8

@Alon Grod ,

Can I Know which action are you trying to work on?

Thanks,

Dinesh

@Alon Grod 

you need to check within that UI builder component which I mentioned above

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Regards,
Ankur
Certified Technical Architect  ||  10x ServiceNow MVP  ||  ServiceNow Community Leader

Hi Alon,

For Workspace buttons like this, I would not look for a classic UI Action first. In configurable workspaces, those buttons are usually controlled through Declarative Actions and Action Configurations.

The practical way to trace it is:

  • Open the page in UI Builder and select the component that renders the quick actions / links.
  • Check the component properties for the action configuration or action sys_id it is using.
  • Open that Action Configuration record and review the related actions assigned to it.
  • For the actual behavior, check the Declarative Action implementation: it may be implemented as a client action, UI interaction, navigation, modal, or mapped event.
  • If the action uses event mapping, the behavior is in the UI Builder event handler for that page/component.

So the ID you see in UI Builder normally points you to the UX/action configuration layer, not directly to an old-style UI Action script.

If your goal is only to hide/show one of those buttons, check the action visibility conditions first. If your goal is to change what the button does, find the declarative action implementation or the event mapping connected to that action.

Also be careful editing the delivered Source-to-Pay workspace directly. If possible, duplicate/extend the configuration or make the smallest supported change, because workspace pages and action configurations can be affected by upgrades.

mza-guille
Giga Contributor

Hi @AlonGrod,

Great question! The Quick Actions buttons in the Source to Pay workspace are part of the workspace configuration, and there are a few approaches depending on what you need to change:

Option 1: Workspace Record Page (no UI Builder needed)

Some Quick Actions are defined at the record page level. Try this:

  1. Go to your Source to Pay workspace
  2. Open any record (e.g., a Purchase Order)
  3. Right-click on the Quick Actions section or the header area
  4. Look for Configure or Edit options in the context menu
  5. From there you can add, remove, or reorder actions without touching UI Builder

Option 2: Use the Workspace Configuration tables

Navigate to sys_ux_macroponent_config or search for Source to Pay in the sys_ux_app_registry. Some workspace actions are defined through macroponent configurations that can be modified via list view or form without opening UI Builder.

Option 3: Script-based approach

If you need to change the behavior (not just visibility), you can use a UI Action or client script that targets the workspace context.

Important note: The Source to Pay workspace is a scoped application, so some configurations might be protected.

What specifically do you need to change about the Quick Actions? That would help narrow down the best approach.