Create a UXF client action for forms

Configure a form action as a UXF client action and add the action to an existing layout.

Before you begin

Complete the following actions:

• Create a form action
• Select UXF Client Action for the Implemented as field.

Important:

The steps enable you to add a UXF client action button to your configurable workspace. For instructions on configuring your form action button to open a custom modal, see Configure action button to open a custom modal.

Role required: admin

This video shows you how to perform the following procedure.

Procedure

1. In the navigation filter, navigate to All > Declarative Actions > Form actions.
2. Open the action assignment for your form action by selecting the action label.
   The Implemented as field should be set to UXF Client Action.
3. Select the search icon () in the Specify client action field.
4. Select an existing payload definition.
   For instructions on setting up a new payload definition, see Configure action button to open a custom modal.
5. Enter a value in the Tooltip field.
6. Select Advanced View.
7. Navigate to the Layout Items tab and select your form action.
8. In the UX form Actions Layout Item page, select an icon, color for the button, and Save.
9. Select Edit in the UXF Client Actions list.
10. Add a table to the action by selecting a table from the Collection lists, adding it into the UX Form Action Layouts list, and selecting Save.
11. Return to the action assignment page for the form action.
12. Navigate to the Action Configurations tab and select Edit.
13. Add an action configuration by selecting a configuration from the Collections list, adding it to the Action Configurations list, and selecting Save.

Result

Your form action appears in the list of form action layouts. Your form action button appears within your configurable workspace.