Add Action

The Add Action feature allows users to add various action types to the List, including Flow, URL, New, and Delete. These actions enable users to perform critical tasks directly from the List, significantly improving workflow efficiency. For example, Flow actions can automate complex business processes, while URL actions redirect users to a specified web page.

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🔸 Steps to Add an Action

1. Click the Add Action button to open the action editing screen.

   

   Action Setup

   

   Edit a Action
2. Configure the Label (name of the action) and Button Variant. Available button variants include:

   • Base

   • Neutral

   • Brand

   • Brand Outline

   • Destructive

   • Destructive Text

   • Success

   

   Button Variant
3. Select and configure the Action Type based on the desired functionality:

Flow

No.	Name	Description
1	Modal Size	Set the size of the modal where the Flow will execute. Small Medium (Default) Large
2	Flow	Select the Flow to execute for the action.
3	Parameter Type	Choose the type of parameters to pass to the Flow. Object of Selected Row Record Id of Selected Row Values from Filters None
4	Parameter Name	Select an accepted variable from the Flow to store the parameter value.

URL

No.	Name	Description
1	URL	Specify the URL to redirect users when the action is executed.
2	Parameter Field API Name	Pass fields from the selected records as parameters in the URL.

1. Click the Save button to add the action to the List.

   

   Added a Action