Create custom list operations in a legacy workspace
- UpdatedJan 30, 2025
- 4 minutes to read
- Yokohama
- Navigation and UI
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.
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.
Procedure
- Navigate to All > Workspace Experience > Actions & Components > List Actions and click New.
-
On the form, fill in the fields.
Table 1. Action Assignment form Field Description Action label Name of the list action. Typical names are Edit, Create New, and Update. Action name Name that describes what you're adding. Implemented as Action type. Select Client action. The list action takes place on the client side, such as dialing a phone number, opening a record, or opening a form to edit a record. Specify UI component Component to add in the UI for this action. Shown only when Implemented as is UI component. Click the magnifying glass icon ( ) and select the component to add as a list action.
Specify client action Action taken by the client when an agent clicks the action icon. Shown only when Implemented as is Client action. Click the magnifying glass icon ( ) and select the client action to add as a related list.
Button type Primary green button, such as New in the following image. The secondary button is gray. Tooltip Text that displays when an agent points their mouse at the icon. Description Short description of this component. Application Application that this component applies to. Global means that the component applies to all applications. Workspace Workspace that this component belongs in, for example, Agent Workspace, ITSM, CSM, and so forth. Table Table that this component is tied to. When a record from this table is open, this list action appears. View Set of visual configurations. This value is typically Workspace. Active Toggle to make the icon for this list action appear. Order Integer that governs the placement of this icon in the list of list actions. A lower number means that it is higher in the list. The typical practice is to make these numbers hundreds, for example, 100, 200, 300, and 400, so you can put new icons between existing ones in the future. - Under Related Links, click Advanced view.
- In the value field, specify the action that the button takes.
- (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.
- (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.
- (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.
-
On the form, fill in the fields.
Table 2. Action Exclusion form Field Description Action assignment Function the action performs, such as, create new or agent assist. Click the magnifying glass icon ( ) and select an action assignment.
Table Table that is associated with this component. Every time Workspace opens a record from this table, this component's icon appears in the Related Items menu. Exclude this table Toggle to prevent this Table from inheriting this component from its parent table. Exclude all child tables Toggle to prevent child tables of Table from inheriting this component in Related Items menu. - Click Submit.
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On the form, fill in the fields.
- Click Update.