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.

[Ankur Bawiskar]

@Logappradeep 

record into that table is auto-created when you enable those 2 checkboxes.

Did it not happen automatically?

[Logappradeep]

@Ankur Bawiskar 
The record is not created automatically.

[Ankur Bawiskar]

@Logappradeep 

it does get created automatically.

If it's not happening in your instance you need to debug as going forward if anyone creates a UI action and doesn't create UX Form action then that button won't be seen in workspace.

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

[Logappradeep]

@Ankur Bawiskar 

The record isn't being created automatically in my PDI, but when I tried it with another PDI, it was created automatically. 

[Ankur Bawiskar]

@Logappradeep 

thanks for confirming what I mentioned earlier.

Then some issue in your PDI.

As per new community feature you can mark multiple responses as correct.

If my response helped please mark it correct as well so that it benefits future readers.