How to Bring Form UI Action into a workspace

[Logappradeep]

Hi All,

I need to integrate the Form UI Action into the workspace environment. Essentially, I want to ensure that the form's UI action is accessible and functional within the workspace, while keeping it separate from other views or environments. The goal is to enable users to interact with the form seamlessly within the workspace interface.

Native form: 

Workspace:

I'm not able to use the ui actions in workspace.

[GlideFather · Accepted solution]

Hi @Logappradeep,
locate your UI Action and scroll a bit down and there are these 3 checkboxes, the marked two shall do the trick for you:

It is per table so for example doing this on task will affect all the tables such as incident, problem, change, etc... doing it on incident will affect incident and incident_task for example etc.

Eventually check the View as it is also per view.

[Ankur Bawiskar · Accepted solution]

@Logappradeep 

you already have the 2 checkboxes true. (Workspace Form button and Format for Configurable Workspace)

Are you sure the user satisfies the UI action condition?

If my response helped please mark it correct and close the thread so that it benefits future readers.

[GlideFather · Accepted solution]

Hi @Logappradeep,
locate your UI Action and scroll a bit down and there are these 3 checkboxes, the marked two shall do the trick for you:

It is per table so for example doing this on task will affect all the tables such as incident, problem, change, etc... doing it on incident will affect incident and incident_task for example etc.

Eventually check the View as it is also per view.

[Ankur Bawiskar · Accepted solution]

@Logappradeep 

you already have the 2 checkboxes true. (Workspace Form button and Format for Configurable Workspace)

Are you sure the user satisfies the UI action condition?

If my response helped please mark it correct and close the thread so that it benefits future readers.

[KalaiselviVijay · Accepted solution]

Hi @Logappradeep ,

You need create a Form UX Action in [sys_ux_form_action] table. Once configured, the action will appear automatically on the action bar of the form which is configured in your workspace. (Ensure that the 'Workspace form button' and 'Workspace form menu' options are selected.).
Thanks,

Kalaiselvi V

[Logappradeep]

Thanks @KalaiselviVijay  for the quick response! It's working perfectly now.