Declarative Actions in Project Workspace

Andrew Bettcher
Kilo Sage

Hi - I have a UI Action on the "Risks" related list on the pm_project form. When it is clicked, it opens a modal from which a user can select a risk from the risk library and then, that risk is associated with the project.

I need the same functionality in the Project Workspace.

I've got the button in place. I added it in Now Experience Framework > Declarative Actions > Related List Actions. Easy.

So now, I have this record:

AndrewBettcher_0-1768839637374.png

The "Specify Client Action" field is linked to this record:

AndrewBettcher_1-1768839700838.png

The Action Payload Mapping looks like this:

AndrewBettcher_2-1768839751378.png
And UX Event Mapping that looks like this:

AndrewBettcher_3-1768839857889.png

The action is list in the UX Actions Config:

AndrewBettcher_4-1768839952610.png

(in Related List Actions and All Declarative Action Assignments).

When I click the button, nothing happens at all. No errors and nothing in the console. I'm obviously missing something vital and I have a feeling that there is a step in UI Builder that is required to hook all this together but I can't work out what it is.

I've read everything I can find on this subject but nothing that reveals the thing (or things) I'm missing.

Any ideas what to check and where to look please?

 

 

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