OnClick button on list view of the csm/fsm configurable workspace with Wizard view

nunavathv
Tera Contributor

‎05-09-2026 12:12 PM

I want to create a UI action button in list view of my Csm workspace .
On clicking the button , wizard view should come listing the tables . Upon selecting the table  a new record form should open under that table in workspace only
I have attached screenshots  of similar functionality  implemented for case form which i needed to implement for workspace 

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Tanushree Maiti
Tera Patron

‎05-10-2026 12:39 AM

Hi @nunavathv 

 

Refer this videos and starts to create the button,

https://www.youtube.com/watch?v=cBhfn3bFPxo

https://www.youtube.com/watch?v=9Kldo72QG4I

How to use UI Actions in Workspaces

 

Adding a Button to a Configurable Workspace (Declarative actions / Next Experience / UI Builder)
Adding a Button to a Configurable Workspace (Declarative actions / Next Experience / UI Builder)
youtube.com/watch?v=cBhfn3bFPxo
In this video I show you how to add a button to the action bar in a Configurable Workspace. You can them optionally make the button open a Next Component in a new tab or modal. https://jessems.com/adding-an-action-bar-button-to-a-configurable-workspace h/t to: Arnoud Kooi's Declarative Action From
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