Create an action that enables agents to perform functions on the records in the list. For example, you can create a button that assigns a selected record to an agent.

Before you begin

Role required: workspace_admin

About this task

A list action appears as a button in list view.

List action

When clicked, the button dispatches a predefined action in Workspace. You can create list actions to:
  • Create a new record (client action)
  • Assign a record to the user (client side action)
  • Group actions, such as selecting multiple records and deleting them (server side action)
  • Edit a record. Agents can click a button to open a side panel in list view to edit record details while still in list view.

    Edit list item

Procedure

  1. Navigate to All > Workspace Experience > Actions & Components > List Actions and click New.
  2. On the form, fill in the fields.
  3. Under Related Links, click Advanced view.
  4. In the value field, specify the action that the button takes.
  5. (Optional) On the Conditions tab, use the condition builder to create filters that prevent the list actions from appearing in workspace.
    For example, you may hide a button to create a new record for specific tables or if the user has the wrong permissions.
  6. (Optional) On the Confirmations Settings tab, select the Confirmation Required check box if you want to display a pop-up window that asks the agent to confirm the use of this list action.
  7. (Optional) On the Action Exclusion tab, click New to exclude child tables from inheriting this list action, or this table from inheriting components from a parent table.
    1. On the form, fill in the fields.
    2. Click Submit.
  8. Click Update.