Create a form action button

Create a form action button and configure it to appear in a workspace.

Before you begin

Role required: admin

Procedure

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

   Action label

   The label for the action.

   Action name

   Action label populates automatically in all lowercase and with spaces replaced with underscores.

   Implemented as

   • Server Script applies the action to the server or database as JavaScript.
   • UXF Client Action applies the action as a UI Builder page event.
   • Client Script applies the action to the web browser as JavaScript.
   • UI interaction applies the action as reusable logic and UI elements. For configuration instructions, see Trigger a UI interaction from a declarative action.

   Table

   Table for the action button to appear on.

   View

   UI view for the action button to appear on.

4. Select the Additional actions icon () and Save.
5. From the Layout Items related list, select your action.
   You can also select the UX Form Layout Item link in the form message.
   A UX Form Actions Layout Item record opens.
6. Complete the following fields to update the look and feel of the button:

   Icon

   Icon for the action.

   Color

   Colors supported by the button component.

7. Select Update.

Result

The form action button appears within the workspace you specified.

What to do next

Configure a button to apply an action in the following ways:

Trigger a UI interaction from a declarative action

Trigger a UI interaction from a declarative action to extend a page without taking ownership.

Configure a form action to open a custom modal

Configure a declarative action to open a custom modal that provides information or interactive elements without navigating away from the current page.