Unable to add a declarative action (Action bar)

YuriiYehupov
Tera Contributor

3 weeks ago

Hi Team! 

 

I'm unable to add a declarative form action for Opportunity (sn_opty_mgmt_core_opportunity) despite following steps from
https://www.servicenow.com/community/developer-blog/declarative-actions-in-servicenow-the-complete-g... 
and
 https://www.servicenow.com/community/next-experience-articles/introduction-to-declarative-actions/ta... 

 

Initial displayable actions:

YuriiYehupov_1-1765906536076.png

 

1. Create DA itself:

YuriiYehupov_0-1765906460147.png 

YuriiYehupov_2-1765906602315.png

2. "Test DA" UX Form Actions Layout Item was auto-created, clicking New...

YuriiYehupov_3-1765906807923.png

3. ... to create a new UX Form Action Layout for it. Submit.

YuriiYehupov_4-1765906952018.png

4. The Layout now looks like this:

 

YuriiYehupov_6-1765907139881.png

5. Refresh the workspace page and no Test DA button appeared
YuriiYehupov_1-1765906536076.png

 

"Test DA" UX Form Action was auto-created and no special conditions

YuriiYehupov_7-1765907420643.png

YuriiYehupov_8-1765907600512.png

 

Please help. What did I wrong?

 

 

 

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YuriiYehupov
Tera Contributor

3 weeks ago

These steps from AI helped. Missed Action Configuration AND actionConfigId


Step 1: Create Your Own Action Configuration (If one doesn't exist)
Since we can't find the config, let's create a specific one for your app so we know exactly what we are working with.

  1. Navigate to UX Action Configurations (sys_ux_action_config.list).

  2. Click New.

  3. Name: Keystone Action Config (or similar).

  4. Save (Right-click header > Save).

  5. Add your Button:

    • Scroll to the Declarative Actions Related List.

    • Click New.

    • Action: Select your "Test DA" button.

    • Save.

  6. Copy the Sys_ID:

    • Right-click the header of your new "Keystone Action Config" record.

    • Select Copy sys_id. (Keep this for Step 2).

Step 2: Link It via Page Properties

Now we tell your Workspace to use this new configuration using a property.

  1. Navigate back to UX Page Registries (sys_ux_page_registry.list).

  2. Click the Title "Keystone Quote Management" (First column in your screenshot image_be66cb.png).

    • Do NOT click the "Admin panel" link this time.

  3. Scroll down to the Related Lists at the bottom.

  4. Look for the tab "UX Page Properties".

    • Note: If you don't see this tab, right-click the related lists header > Configure > Related Lists and add "UX Page Properties".

  5. Check if a property named actionConfigId already exists.

    • If Yes: Open it and paste your Sys_ID into the Value field.

    • If No: Click New in that list.

      • Name: actionConfigId (Case sensitive!)

      • Type: string

      • Value: Paste the Sys_ID you copied in Step 1.

      • Submit.

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