Create an attachment action button

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • Create an attachment action and add the button to a workspace.

    始める前に

    Role required: admin

    手順

    1. Navigate to All > Declarative Actions > Create new action.
    2. Select Attachment.
      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.
      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.

    タスクの結果

    The attachment action button appears within the workspace you specified.