Add and Configure Actions

To integrate information retrieved from a DataSource into a List, field mapping actions are performed. This process ensures accurate data merging by setting a common field as a Key between the DataSource and List records. Through this mapping, data from various sources can be effectively consolidated and managed.

🔸 Steps to Add and Configure Actions

1. In the Actions section, click the edit icon in the Key row.

2. Select the DataSource field and the List field with common values, then click the Save button.

3. Verify that the configured Key is applied correctly, then click the Add Action button.

4. Select the DataSource field from which data will be retrieved and choose the List field or virtual field where the data will be saved, then click the Save button.

🔸 Example

You want to display the price from the PricebookEntry object alongside a product list configured with Product2 in the List.

1. Search for and select PricebookEntry in the DataSource.

2. (Optional) In the Condition field, enter IsActive = true (similar to an SOQL WHERE clause).

3. To merge data for the matching PricebookEntry record:

   1. Click the edit button in the Key row.

   2. In the popup, configure the following, then save:

      • DataSource Field: Product2Id

      • List Field: Id

4. To display the UnitPrice from PricebookEntry in the List:

   1. Create a virtual column (e.g., SBLS_Virtual1) in the Datatable Setup.

   2. Click the Add Action button.

   3. In the popup, configure the following, then save:

      • DataSource Field: UnitPrice

      • Virtual Column: SBLS_Virtual1