# 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>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.smallbuilder.com/smallbuilder-lists/builder-setup-steps/datasource-setup/basic-datasource/add-and-configure-actions.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
