Create an action that enables agents to perform functions on the records in a 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 the list view.

List action.

Note: List actions can also be configured for database views.
When clicked, the button dispatches a predefined action in Workspace. You can create list actions to do the following actions:
  • Create a record. (client action)
  • Assign a record to the user. (client-side action)
  • Do group actions, such as selecting multiple records and deleting them. (server-side side action)
  • Edit a record. Agents can click a button to open a side panel in a list view to edit record details while they are still in the list view as shown in the following example. (client action)

    Edit list action item list is displayed.

Procedure

  1. Navigate to All > Workspace Experience > Actions & Components > List Actions and click New.
  2. On the form, fill in the fields.
    1. Note: If your list or related list action doesn't show up in a workspace, check that the Experience Restricted field is set to true. If it is, check that the right action configuration is associated with the list or related list.
      When creating an Experience Restricted action, select Action Configurations and Edit... to add the workspaces that your action is applicable to.
    2. Add or remove workspaces that your action is applicable to.
    3. Select Save.
  3. In the 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 the Workspace.
    For example, you can hide a button to create a record for specific tables or if the user has the wrong permissions.
  6. (Optional) To display a pop-up window that asks the agent to confirm the use of this list action, on the Confirmations Settings tab, select the Confirmation Required check box.
  7. (Optional) To exclude child tables from inheriting this list action or this table from inheriting the components from a parent table, on the Action Exclusion tab, click New.
    1. On the form, fill in the fields.
    2. Click Submit.
  8. Click Update.