Create a form action button

Create a form action button for a Configurable Workspace.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Declarative Actions > Create New Action.

2. Select Form from the list of action types.

   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.

   • Application

     The scope that the action exists within.

   • Table

     Table for the action button to appear on.

   • View

     UI view for the action button to appear on.

   • Enable for all Configurable Experiences

     When selected, the action is visible in all Configurable Experiences.

   • Active

     When selected, the action is active.

   • Order

     Order in which the action appears relative to other actions.

   • Tooltip

     Tooltip text that appears for the action.

   • Description

     Description of the action for internal reference.

4. Select Submit.

Result

The form action button is created and scoped to the table and view 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.