Customizing Configurable Workspace with declarative actions

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Engage with your Configurable Workspace forms, fields, lists, and related list pages by adding custom actions.

    Declarative actions enable work to flow on forms and lists throughout your configurable workspace experience. Use actions to add custom functionality that extends pages without taking ownership.

    With declarative actions, you form a smoother upgrade experience by creating the necessary records needed in your own application scope instead of customizing a base system UI Builder page.

    Declarative actions in the navigation filter

    The navigation filter lists the options for declarative actions that you can create to customize your pages:
    Option Description
    Create New Action Create a brand new list, related list, form, field decorator, or attachment action from scratch.
    Action Configurations Action configurations tie groups of actions to your configurable experience.
    Form Action Layouts Multiple form layout items and groups are combined in a single table-based layout for configuration.
    Form Action Layout Items Form action layout items define the look and feel of individual action buttons that appear in the action bar component on the form.
    Form Action Layout Groups Form action layout groups combine multiple actions in the same button on forms by using split buttons or menu buttons.
    Form Actions Form actions define what happens after an action button is selected on forms.
    List Actions List actions define actions that appear within the action bar at the top of lists.
    Related List Actions Related list actions define actions that appear within the action bar at the top of related lists.
    List Action Groups List action groups combine multiple actions in the same button on lists by using split buttons.
    Field Decorators Field decorators define actions that appear within fields as icons.
    Note:
    Field decorators can only be configured for single-line string fields. Multi-line fields do not support field decorators.
    Attachment Actions Attachment actions define actions that appear within form actions.