Skip to content
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Customizing Configurable Workspace with declarative actions

Engage with your Configurable Workspace forms, fields, lists, and related list pages by adding custom actions.

Declarative actions enable work to flow on forms and lists throughout your configurable workspace experience. Use actions to add custom functionality that extends pages without taking ownership.

With declarative actions, you form a smoother upgrade experience by creating the necessary records needed in your own application scope instead of customizing a base system UI Builder page.

Declarative actions in the navigation filter

The navigation filter lists the options for declarative actions that you can create to customize your pages:

OptionDescription
Create New ActionCreate a brand new list, related list, form, field decorator, or attachment action from scratch.
Action ConfigurationsAction configurations tie groups of actions to your configurable experience.
Form Action LayoutsMultiple form layout items and groups are combined in a single table-based layout for configuration.
Form Action Layout ItemsForm action layout items define the look and feel of individual action buttons that appear in the action bar component on the form.
Form Action Layout GroupsForm action layout groups combine multiple actions in the same button on forms by using split buttons or menu buttons.
Form ActionsForm actions define what happens after an action button is selected on forms.
List ActionsList actions define actions that appear within the action bar at the top of lists.
Related List ActionsRelated list actions define actions that appear within the action bar at the top of related lists.
List Action GroupsList action groups combine multiple actions in the same button on lists by using split buttons.
Field DecoratorsField decorators define actions that appear within fields as icons.Note: Field decorators can only be configured for single-line string fields. Multi-line fields do not support field decorators.
Attachment ActionsAttachment actions define actions that appear within form actions.