Custom Buttons on Configurable Workspace Record Page in UI Builder

Go to solution
CelesteGro
Tera Contributor

‎11-04-2024 11:47 AM

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! 😊

0 Helpfuls
  • 2,035 Views
1 ACCEPTED SOLUTION

Go to solution
VaranAwesomenow
Mega Sage

‎11-04-2024 05:32 PM

@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
VaranAwesomenow_1-1730770265759.png

 

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.

Checkout Varan awesomenow youtube channel for more learning videos!

View solution in original post

5 REPLIES 5