Configure a row action

task brazil Updated Sep 10, 2026 1 min read configure-list-row-context-menu.md
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Create a row action for a Configurable Workspace.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Declarative Actions > Create New Action.

  2. Select Row Actions from the list of action types.

    A new Action Assignment record opens.

  3. Complete the following fields:

    • Action label

      The label for the action.

    • Action name

      Action label populates automatically in all lowercase and with spaces replaced with underscores.

    • UI interaction

      The implementation that applies the action as reusable logic and UI elements. For configuration instructions, see Trigger a UI interaction from a declarative action.

    • Icon

      The icon for the action.

    • Application

      The scope that the action exists within.

    • Table

      Table for the action button to appear on.

    • View

      UI view for the action button to appear on.

    • Experience Restricted

      When selected, the action is limited to an experience instead of being available across all experiences.

    • Active

      When selected, the action is active.

    • Order

      Order in which the action appears relative to other actions.

    • Description

      Description of the action for internal reference.

  4. Select Submit.

Result

The row action button appears within the workspace you specified.

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