> For the complete documentation index, see [llms.txt](https://help.smallbuilder.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.smallbuilder.com/smallbuilder-lists/builder-setup-steps/datasource-setup/basic-datasource/add-and-configure-actions.md).

# 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.

{% hint style="info" %}
**What is Key?**

A common value used to merge data from the DataSource into the List.
{% endhint %}

{% hint style="info" %}
**Action Mapping Notes**

* **DataSource Field**

  Displays the fields from the object specified in the DataSource. These fields provide the source data to be integrated into the List.
* **List Field**

  Displays the fields from the object specified in the List Configurator. These fields serve as the destination for mapping the DataSource data.
* **Virtual Field**

  Displays virtual columns created in the List. These fields allow for displaying additional data derived from the DataSource without modifying the original object structure.
  {% endhint %}

***

### :small\_orange\_diamond: Steps to Add and Configure Actions

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

<figure><img src="/files/dgCSZpA7xbtKufrJSnyV" alt=""><figcaption><p>Key Setting</p></figcaption></figure>

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

<figure><img src="/files/p0AJZmsrrnL5iwNmVyqu" alt=""><figcaption><p>Key Setting Modal</p></figcaption></figure>

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

<figure><img src="/files/tyIrFXh8gDqiSbTqO0n2" alt=""><figcaption><p>Edit Key Modal</p></figcaption></figure>

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.

<div><figure><img src="/files/6qPSEfG8dVnXhCMD3EOF" alt="" width="563"><figcaption><p>Add Action Modal</p></figcaption></figure> <figure><img src="/files/5cUZSWsEd7X4OWc2afzc" alt="" width="200"><figcaption><p>Datatable Setup</p></figcaption></figure></div>

***

### :small\_orange\_diamond: 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

<figure><img src="/files/W2YqI2aGlM7cOXDnlxGn" alt=""><figcaption><p>Basic DataSource Setup</p></figcaption></figure>
