SAIL Design System guidance available for Record Actions
Make taking action on your data quick, easy, and painless with record actions. Learn how to launch actions directly from any interface to save time and get your work done faster. |
a!recordActionField( actions, style, display, openActionsIn, align, accessibilityText, showWhen )
Displays a list of record actions with a consistent style. A record action is an end-user action configured within a record type object, such as a related action or record list action.
See also: Record Action Item, Create record actions, Record action design guidance
Name | Keyword | Types | Description |
---|---|---|---|
Actions |
|
Any Type |
List of record action items to display in the field, configured using a!recordActionItem(). |
Display Style |
|
Text |
Determines how the list of actions should be displayed on the interface. Valid values: |
Display |
|
Text |
Determines how the given action labels will be displayed in each item. Valid values: |
Action Behavior |
|
Text |
Determines how actions should open to the user. Valid values: |
Alignment |
|
Text |
Determines alignment of the action(s). Valid values: |
Accessibility Text |
|
Text |
Additional text to be announced by screen readers. Used only for accessibility; produces no visible change. |
Visibility |
|
Boolean |
Determines whether the component is displayed on the interface. When set to false, the component is hidden and is not evaluated. Default: true. |
Record type object references are specific to each environment. If you copy and paste these examples into your interface, they will not evaluate. Use them as a references only.
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a!recordActionField(
actions: {
a!recordActionItem(
/* For the "action" parameter below, replace the record-action reference
* (recordType!Department.actions.update) with a valid record-action reference in your environment.
*/
action: recordType!Department.actions.update,
identifier: ri!departmentId
),
a!recordActionItem(
/* For the "action" parameter below, replace the record-action reference
* (recordType!Customer.actions.flag) with a valid record-action reference in your environment.
*/
action: recordType!Customer.actions.flag,
identifier: ri!customerId
)
}
)
Displays the following:
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a!localVariables(
/*
* The parameter 'refreshAfter' in a!refreshVariable() can be used to refresh data when
* record action dialogs are submitted. Do this to update data related to the record action.
*/
local!case: a!refreshVariable(
value: a!queryRecordType(
/* Replace the recordType reference below (recordType!Case) with a valid
* recordType reference in your environment.
*/
recordType: recordType!Case,
fields: {
recordType!Case.fields.id,
recordType!Case.fields.priority,
recordType!Case.fields.status,
recordType!Case.fields.createdBy,
recordType!Case.fields.createdOn
},
filters: {
filter: a!queryFilter(recordType!Case.fields.id, "=", ri!CaseId)
},
pagingInfo: a!pagingInfo(1, 1)
).data,
refreshAfter: "RECORD_ACTION"
),
{
a!sideBySideLayout(
items: {
a!sideBySideItem(
item: a!richTextDisplayField(
labelPosition: "COLLAPSED",
value: {
a!richTextHeader(
text: "Case Details"
)
}
)
),
a!sideBySideItem(
item: a!recordActionField(
actions: {
a!recordActionItem(
/* Replace the record action reference below, recordType!Case.actions.edit,
* with a valid record action reference in your environment.
*/
action: recordType!Case.actions.edit,
identifier: local!case[recordType!Case.fields.id]
)
},
openActionsIn: "DIALOG",
style: "LINKS",
display: "LABEL_AND_ICON",
showIcon: true,
align: "END"
)
)
},
alignvertical: "MIDDLE"
),
a!columnsLayout(
columns: {
a!columnLayout(
contents: {
a!textField(
label: "Priority",
labelPosition: "JUSTIFIED",
value: local!case[recordType!Case.fields.priority],
readonly: true
),
a!textField(
label: "Status",
labelPosition: "JUSTIFIED",
value: local!case[recordType!Case.fields.status],
readonly: true
),
}
),
a!columnLayout(
contents: {
a!textField(
label: "Created On",
labelPosition: "JUSTIFIED",
value: local!case[recordType!Case.fields.createdOn],
readonly: true
),
a!textField(
label: "Created By",
labelPosition: "JUSTIFIED",
value: local!case[recordType!Case.fields.createdBy],
readonly: true
)
}
)
}
)
}
)
Displays the following:
Feature | Compatibility | Note |
---|---|---|
Portals | Incompatible | |
Offline Mobile | Incompatible | |
Sync-Time Custom Record Fields | Incompatible | |
Real-Time Custom Record Fields | Incompatible | |
Process Reports | Incompatible | You cannot use this function to configure a process report. |
Process Events | Incompatible | You cannot use this function to configure a process event node, such as a start event or timer event. |
Record Action Component