Create an attachment action

Add an attachment action to your configurable workspace.

Before you begin

Important:

This procedure explains how to add an attachment 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. Navigate to All > Declarative Actions > Create new action in the navigation filter.
2. Select Attachment 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 () and Save.