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Create action buttons › Declarative actions › Administer › Configurable Workspace UI › Configure UIs and portals › Configure user experiences
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a list or related list action button

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.
      • Select UI interaction to apply the action as reusable logic and UI elements. For configuration instructions, see Trigger a UI interaction from a declarative action.

    • 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: