Configure an action configuration record

Create an action configuration record for a form or list action and copy the action configuration record's sys_id.

始める前に

Role required: admin

このタスクについて

An action configuration is a record that defines how and where a declarative action is used in a Configurable Workspace.

手順

1. Navigate to All > Now Experience Framework > Declarative Actions and select either Form Actions or List Actions.
   An Action Assignment record opens.
2. Select the Action Configurations related list tab.
3. Select New.
   A new UX Actions Configuration record opens.
4. Complete the following fields:

   Name

   Enter a name for the action configuration.

   Description

   Enter a description for the action configuration.

5. Select the Additional actions icon (), and select Copy sys_id.
   The action configuration record’s sys_id is copied to clipboard. You’ll need to use the sys_id in UI Builder to display the action on a workspace page.

   For example, you can display a restricted global list action on a specified workspace page. For instructions, see Restrict a global list action to a workspace page.

6. Select Submit.

タスクの結果

An action configuration record is created for the form or list action, and the action configuration record's sys_id is copied to clipboard.