Create a list or related list action

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Add a list or related list action to your configurable workspace.

    Before you begin

    Important:
    This procedure explains how to add a list or related list action button to your configurable workspace. For instructions on how to configure your action button to open a custom modal, see Configuring an action button to open a custom modal.

    Role required: admin

    Procedure

    1. In the navigation filter, navigate to All > Declarative Actions > Create new action.
    2. Select List or Related List on the pop-up page.
    3. Enter an action label and other relevant configuration requirements.
      The action name populates automatically with the action label in all lowercase and with spaces replaced with underscores.
    4. Select a value for the Implemented as field.
      • Create a server script or client script by selecting server or client script in the Implemented as field.
      • Create a UXF client action by selecting UXF client action in the Implemented as field.

        For configuration instructions, see Create a new UXF client action.

    5. Select the menu icon (menu icon) and Save.