Configure dynamic conditions for a list action

Configure a list or related list action to perform an action only when it satisfies dynamic conditions.

始める前に

Role required: admin

手順

1. Navigate to All > Now Experience Framework > Declarative Actions and select either List Actions or Related List Actions.
2. From the Action Assignment list, select an action.
   An Action Assignment record opens.
3. Select the Record Selection Required checkbox.
4. Select the Experience Restricted checkbox.
5. From the Conditions section, complete the following fields:

   Enable Dynamic Evaluation

   Select the checkbox.

   Dynamic Script Condition

   Write a scripted condition for dynamic evaluation.

   Dynamic Record Conditions

   Add conditions for dynamic evaluation if you don't want to write a scripted condition.

6. Select Update.

タスクの結果

The action will only be available when selected list items satisfy the dynamic conditions.

注:

You may experience slowness and unresponsiveness if this feature is used in combination with Select All, which selects all records in a list, as conditions must be evaluated for all of the selected records.