Adding the Discuss button for non-task tables
To use Sidebar in non-task tables, follow this procedure to add the Discuss button to the layout.
Before you begin
Role required: admin
Procedure
- Enter sys_declarative_action_assignment.list in the filter navigator.
- Filter the Action Label values that contain Open create collab chat modal.
- Select the record result that you want to edit.
- From the Open create collab chat modal Action Assignment, scroll down to Related Links and select the UX Add-on Event Mappings tab.
- Open the UX Add-on Event Mapping record and verify if the Application field uses the Common Page Template.
- Create a new UX Add-on Event Mapping by copying all field values from the base level Open create collab chat record including Source element ID, Source declarative Action, Target Event and Target Payload Mapping.
- Search for the custom Parent Macroponent that your organization uses if needed.
- Select Save.
- If you’re unsure of UX Macroponent being used within your Configurable Workspace, you can look up the Definition Record by navigating to UI Builder, selecting Menu > Developer > Open page definition.