Create a list or related list action button

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Create a list or related list action and add the button to a workspace.

    Avant de commencer

    Role required: admin

    Procédure

    1. Navigate to All > Declarative Actions > Create new action.
    2. Select List or Related List.
      A new Action Assignment record opens.
    3. Complete the following fields:
      Action label
      Enter a label for the action.
      Action name
      This field will populate automatically with the action label in all lowercase and with spaces replaced with underscores.
      Implemented as
      • Select Server Script to apply the action to the server or database as JavaScript.
      • Select UXF Client Action to apply the action as a UI Builder page event.
      • Select Client Script to apply the action to the web browser as JavaScript.
      • Select UI interaction to apply the action as reusable logic and UI elements. For configuration instructions, see Trigger a UI interaction from a declarative action.
      Table
      Select a table for the action button to appear on.
      View
      Select a UI view for the action button to appear on.
    4. Select Submit.

    Résultats

    The list or related list action button appears within the workspace you specified.

    Que faire ensuite

    Configure a button to apply an action in the following ways:
    Trigger a UI interaction from a declarative action
    Trigger a UI interaction from a declarative action to extend a page without taking ownership.
    Configure dynamic conditions for a list action
    Configure a list or related list action to perform an action only when it satisfies dynamic conditions.