Create a list or related list action button

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Create a list or related list 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 List or Related List.
      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 list or related list action button appears within the workspace you specified.

    What to do next

    Configure a button to apply an action in the following ways:
    Configure dynamic conditions for a list action
    Configure a list or related list action to perform an action only when it satisfies dynamic conditions.