Create a configurable workspace list action
Watch
Share this page
Feedback
Print
- UpdatedAug 3, 2023
- 5 minutes to read
- Vancouver
- Navigation and UI
The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.
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.
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)
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 to indicate that the list action takes place on the client side. Examples of these are 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. This field appears only when Implemented as is selected from 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. This field appears only when Implemented as is selected from Client action. Click the magnifying glass icon ( ) and select the client action to add as a related list.
Button type Primary green button. The following example shows that the primary button, New, is green. The secondary button is gray. Tooltip Text that is displayed when an agent points their mouse device 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 Legacy, non-configurable workspace field that appears only when Implemented as is selected from the following fields: - UI Component
- Client Action
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. Experience Restricted Configurable workspace field that appears only when Implemented as is selected as one of the following fields: - Server Script
- UXF Client Action
- Client Script
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 the order of the number is higher in the list. The typical practice is to make these numbers in the hundreds. For example, use 100, 200, 300, and 400, so you can put new icons between the existing ones in the future. -
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.
- Add or remove workspaces that your action is applicable to.
- Select Save.
- In the 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 the Workspace.
For example, you can hide a button to create a record for specific tables or if the user has the wrong permissions.
- (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.
- (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.
-
On the form, fill in the fields.
Table 2. Action Exclusion form Field Description Action assignment Function that 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 the child tables of table from inheriting this component in Related Items menu. - Click Submit.
-
On the form, fill in the fields.
- Click Update.