Add a workspace action button for initiating a contract request

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Define an action button in your workspace and map it to the built-in action that initiates a contract request.

    Before you begin

    Role required: admin

    Procedure

    1. Add initiate contract request functionality to your workspace.
      1. Navigate to All > Now Experience Framework > Declarative Actions > Form Actions
        For more information, see Customizing Configurable Workspace with declarative actions
      2. Select New.
      3. Set the action to the type UXF client action and map the action to the initiate contract request functionality and by entering the following field values.
        Table 1. Initiate contract request fields
        Field Value
        Implemented as UFX Client Action
        Specify client action Initiate contract
        Add initiate contract declarative action to your workspace
      4. On the form, fill in the other fields.

        For details, see Action assignment form

      5. Right-click the form header and select Save.
    2. Create an event mapping for the initiate contract declarative action.
      1. Select Advanced view listed under Related Links.
      2. Select UX Add-on Event Mappings related list.
      3. Select New.
      4. In the Source Component field, select Action bar.
      5. In the Source Declarative Action field, select initiate_contract.
      6. In the Controller field, select Form.
      7. In the Target Event field, select [Record Page] Open modal.
      8. In the Target Payload Mapping field, define the fields to send by pasting the following JSON code. 
        {
    "container": {
        "fields": {
            "binding": {
                "address": [
                    "fields"
                ]
            },
            "type": "EVENT_PAYLOAD_BINDING"
        },
        "params": {
            "binding": {
                "address": [
                    "params"
                ]
            },
            "type": "EVENT_PAYLOAD_BINDING"
        },
        "route": {
            "binding": {
                "address": [
                    "route"
                ]
            },
            "type": "EVENT_PAYLOAD_BINDING"
        }
    },
    "type": "MAP_CONTAINER"
}
      9. On the form, fill in the other fields.
        Create event mapping for initiate contract action

        For a description of the field values, see UFX Add on Event mapping form.

      10. Select Submit.
    3. Optional: Configure visibility conditions for initiate contract action button.
      1. Select Advanced view listed under Related Links.
      2. Select to the Conditions related list.
      3. Set the conditions for the visibility of the action button.

    Result

    An action button to initiate contract requests from a contract record is available in your workspace.

    Figure 1. Initiate contract action configured
    Initiate action button added to your workspace