Create a form action button

Create a form action and add the button to a workspace.

시작하기 전에

Role required: admin

프로시저

1. Navigate to All > Declarative Actions > Create new action.
2. Select Form.
   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 the Additional actions icon () and Save.
5. From the Layout Items related list, select your action.
   You can also select the UX Form Layout Item link in the form message.
   A UX Form Actions Layout Item record opens.
6. Complete the following fields to update the look and feel of the button:

   Icon

   Select an icon for the action.

   Color

   Select a color for the action. You have access to choose any color the button component supports.

7. Select Update.

결과

The form action button appears within the workspace you specified.

다음에 수행할 작업

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 a form action to open a custom modal

Configure a declarative action to open a custom modal that provides information or interactive elements without navigating away from the current page.