Custom Buttons on Configurable Workspace Record Page in UI Builder

[CelesteGro]

Hello,

We're in the process of migrating from Classic HR Agent Workspace to Configurable Workspace, and most forms and layouts moved over smoothly using Engine App Studio. However, I need help creating custom buttons—specifically, a 'Cancel,' 'Close Complete,' and 'Discuss' button—for the Record Page in the Configurable Workspace.

I've gone through the UI Builder Fundamentals and various other resources but haven't found examples on how to set these up. If anyone has instructions or examples they could share, it would be incredibly helpful! Our go-live with Xanadu is just a few weeks away, so we're aiming to get this ready as soon as possible.

Thanks in advance for any guidance! 😊

[amrithaanayak]

Hi @CelesteGro , I believe you are referring to the UI actions on record page? This will not be something you configure in UI builder. Its similar to how you create a regular UI action, ensure to select the check boxes fpr it to be visible in workspace.

Check the details on this post :https://www.servicenow.com/community/hrsd-forum/ui-actions-in-hr-agent-configurable-workspace/m-p/29...

[CelesteGro]

Hello,

Thank you for the quick response 🙂

I’m referring to the record page within the configurable workspace list (screenshot attached).  I’m only seeing the Actions button with "Save" as an option. This seems to be the default setting from when I created the workspace in Engine App Studio. I did check the "Workspace Form Button" on the "Close Complete" UI Action, but it doesn't seem to be showing. I completed an "insert and stay" to create the new "Close Complete" button in my new workspace scope. This button was in the legacy HR Agent Workspace previously. 

[VaranAwesomenow · Accepted solution]

@CelesteGro In order to add an existing UI action to HR agent workspace, please open case page in UI builder and select Body -> Top Right -> action bar, once you make the selection it should show two clickable links on bottom right, these allow you to configure UI actions on workspace,

Manage UI action configuration

Manage declarative action configuration

in the background once you complete configuration entries will be made in sys_ux_form_action_layout_item and sys_ux_form_action tables which you can see in your updateset.

[CelesteGro]

Thank you so much for providing this information. This will be really helpful when adding new buttons.  It turns out that I needed to download the "Agent Workspace for HR Case Management" Plug in (The configurable workspace plug in that replaced the classic workspace plug in) and all the buttons were automatically added 🙂