UI interaction toolbox steps

reference australia Updated Sep 10, 2026 4 min read uib-ui-interaction-steps.md
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Find details about UI interaction toolbox steps, organized by interaction type, with step descriptions and any available outgoing events. Steps are added to a UI interaction using the toolbox in the UI interaction editor. The available steps depend on the type you selected when you created the UI interaction, whether Generic, Form, or List.

Available for all interaction types

The following steps are available regardless of whether your UI interaction type is Generic, Form, or List.

Steps that show None in the Events column connect directly to the End node or the next step. They execute and do not return a confirmation that they have finished. To continue building the interaction after one of these steps, use an And branch.

Steps that show Success and/or Error events allow you to define what happens next depending on the outcome, giving you full control over the interaction flow.

Step

Category

Description

Events

Add alert notification

Alert

Adds an alert notification banner to the UI.

Alert action selected

If/Else

Logic

Evaluates conditions to branch the interaction flow. Branches evaluate top to bottom; the first true branch executes.

None

And

Logic

Executes multiple branches in parallel (executes in order top to bottom). Use when activities should happen at the same time.

None

Server script

Script

Executes a server-side script. Requires at least one user role.

Success, Error

Close workspace tab

Navigation

Closes the current Workspace tab. Can optionally prompt the user before closing.

None

Navigate to record

Navigation

Navigates the user to a specific record page.

None

Navigate to route

Navigation

Navigates the user to a custom (non-record) route.

None

Navigate to URL

Navigation

Navigates the user to a URL, optionally in a new browser tab.

None

Alert

Modal

Displays a modal that notifies users without requiring further input.

Modal closed

Confirm

Modal

Displays a modal prompting the user to confirm or cancel an action.

Modal closed, Primary button clicked, Secondary button clicked

Confirm and destroy

Modal

Displays a modal for irreversible actions (such as deletion), with directive language and warnings.

Modal closed, Primary button clicked, Secondary button clicked

User input

Modal

Displays a modal with fields for the user to complete. Fields can be added manually or sourced from a table.

Modal closed, Primary button clicked, Secondary button clicked

Create modal

Modal

Opens UI Builder component building to create a custom modal.

Modal closed; additional events can be defined by the custom component

Form

Modeless dialog

Displays a form inside a modeless dialog, allowing users to multi-task within their current context.

Modeless dialog closed, Primary button clicked, Secondary button clicked

Create modeless dialog

 

Opens UI Builder component building to create a custom modeless dialog.

Modeless dialog closed; additional events can be defined by the custom component

## Form interaction type only

The following steps are only available when the UI interaction type is set to Form. Form interactions require a form controller on the page and provide access to form-specific data and actions.

Field actions modify individual fields on the form. They do not produce success or error events; the step connects directly to the next step or end.

Step Description Events
Add field message Adds a message below a specified field. None
Clear field message(s) Clears messages from a specified field. None
Clear field messages by type Clears all field messages of a given type. For example, all info messages. None
Clear field value Clears the value of a specified field. None
Set field invalid Sets a field to valid or invalid. None
Set field label Updates the label of a specified field. None
Set field placeholder value Sets the placeholder value of a specified field. None
Set field read-only Sets a specified field to read-only. None
Set field required Sets a field as required or optional. None
Set field value Sets the value of a field. Can trigger or bypass dirty state. None
Set field visibility Shows or hides a specified field. None

Form actions operate on the form as a whole and include capabilities such as saving the form, validating the form, or displaying alerts.

Step Description Events
Add form alert Displays an alert at the top of the form component. None
Clear all form alerts Removes all alert notifications from the form. None
Clear form alerts by type Removes form alert notifications of a specified type. None
Execute client script Runs a client script on the form. Success, Error
Execute UI action Executes a UI action, client and server side, that has been enabled for Configurable Workspace. Success, Error
Refresh form Refreshes the form component. Success
Save Saves the form. Success
Show/hide annotations Shows or hides annotations on the form. None
Submit form using UI action Submits the form using a specified UI action. Success, Error
Validate Validates the form. Success, Error

List interaction type only

The following steps are only available when the UI interaction type is set to List. List interactions require a list controller on the page and provide access to list-specific data and actions.

Step Description Events
Execute client script Runs a client script on the list. Success, Error
Group by column Groups the list by a specified column. None
Refresh list Refreshes the list component. Success
Set query Updates the encoded query of the list. None
Sort Sorts the list by a specified column, ascending or descending. None

Parent Topic:UI interactions

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