UI action doesn't show on the form on Service Portal

ShuRiseUp2023
Tera Expert

Hello, I need help with service portal. The form on Unified experience has a Cancel button, but on the service portal, the cancel button won't show on the form.  I noticed when configuring the UI action, there's only workspace option but no service portal option. How to add the cancel button on the form on service Portal? 

Thank you very much

1 ACCEPTED SOLUTION

Community Alums
Not applicable

Hi @ShuRiseUp2023 ,

Firstly you can only display the UI actions on the form in portal which are Server Side.

Secondly, Make sure "Client" is selected on the UI Action:

SandeepDutta_0-1722904920498.png

 

Thirdly, Check the Show update box, this should show it on existing records.  Show insert will show it on new records.

SandeepDutta_1-1722905292476.png

 

View solution in original post

3 REPLIES 3

Community Alums
Not applicable

Hi @ShuRiseUp2023 ,

Firstly you can only display the UI actions on the form in portal which are Server Side.

Secondly, Make sure "Client" is selected on the UI Action:

SandeepDutta_0-1722904920498.png

 

Thirdly, Check the Show update box, this should show it on existing records.  Show insert will show it on new records.

SandeepDutta_1-1722905292476.png

 

Thank you Sandeep, it works!

 

Hi Sandeep, After I changed it to server side UI action script, I found the confirmation window won't pup up after I click the UI action button. I found in order to show the confirmation window on client side, the UI action script has to be client side, then what shall I do to show this button on the service portal but still have the confirmation window pop up? Or is there workaround? Thanks