Hide global form actions from a page layout

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

    • Exclude global form actions from a page or experience by using action layouts.

    Before you begin

    Role required: admin

    Procedure

    1. In the navigation filter, navigate to All > Declarative Actions > Form Action Layouts.
    2. Open an existing page layout.
      Your scope must match the application of the record.
      Important:
      Any form action layouts created in Washington DC or later are unified automatically. You will need to associate any new form actions including global form actions manually.
    3. Use the related list to control the display of the actions in this layout.
    4. Open your record page in UI Builder.
    5. Open the data module.
    6. Select the record controller or data broker.
    7. Select the existing layout from the Action layout property list and select Save.
    8. View the page at runtime.

    Result

    The actions match the layout specified. Not all of the actions might be visible in the layout. Only actions that meet the requirements appear.