Configure an action configuration record

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

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

    Before you begin

    Role required: admin

    About this task

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

    Procedure

    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.

    Result

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