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Adding an option to the "edit" drop-down menu in SOW

Brandon Akers
Tera Contributor

I have the request to allow users to bulk "accept" incidents from the list view in SOW. I was looking to make it a select option like how the "Assign to me" button is in the drop-down, but I cannot find where I can add it to this list.  

 

Screenshot 2026-02-26 at 1.10.16 PM.png

1 ACCEPTED SOLUTION

mujeebqasimi
Kilo Guru

You need to create a Declarative Action (List type) on the Incident table.

The key part is the Group field on the Action Assignment. Set it to the same group used by “Assign to me” (e.g. Global Now Actions).

If the Group isn’t set correctly, it will show as a separate button instead of under the Edit (x) dropdown.




solution.jpg

 
 

 

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3 REPLIES 3

mujeebqasimi
Kilo Guru

You need to create a Declarative Action (List type) on the Incident table.

The key part is the Group field on the Action Assignment. Set it to the same group used by “Assign to me” (e.g. Global Now Actions).

If the Group isn’t set correctly, it will show as a separate button instead of under the Edit (x) dropdown.




solution.jpg

 
 

 

Brandon Akers
Tera Contributor

Excellent! This pointed me in the right direction! I am working a bit more with this to get it in the list views as well. 

Let me know if you have any questions!