Create an attachment action button

Create an attachment action and add the button to a workspace.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Declarative Actions > Create new action.
2. Select Attachment.
   A new Action Assignment record opens.
3. Complete the following fields:

   Action label

   Enter a label for the action.

   Action name

   This field will populate automatically with the action label in all lowercase and with spaces replaced with underscores.

   Implemented as

   Select Server Script to apply the action to the server or database as JavaScript.

   Select UXF Client Action to apply the action as a UI Builder page event.

   Select Client Script to apply the action to the web browser as JavaScript.

   Table

   Select a table for the action button to appear on.

   View

   Select a UI view for the action button to appear on.

4. Select Submit.

Result

The attachment action button appears within the workspace you specified.