Create a form action

Add a form action button to your configurable workspace.

Before you begin

Important:

This procedure explains how to add a form action button to your configurable workspace. For instructions on how to configure your action button to open a custom modal, see Configuring an action button to open a custom modal.

Role required: admin

Procedure

1. In the navigation filter, navigate to All > Declarative Actions > Create new action.
2. Select Form on the pop-up page.
3. Enter an action label and other relevant configuration requirements.
   The action name populates automatically with the action label in all lowercase and with spaces replaced with underscores.
4. Select a value for the Implemented as field.
   • Create a server script or client script by selecting server or client script in the Implemented as field.
   • Create a UXF client action by selecting UXF client action in the Implemented as field.

     For configuration instructions, see Create a new UXF client action.

5. Select the menu icon () and Save.
6. Open the form action layout item by selecting your action in the Layout Items related list or by selecting the UX Form Layout Item link in the form message.
7. Update the look and feel of the button by selecting an icon and choosing a color for the action.
   Note:

   You have access to choose from any color the button component supports.