Action setup (optional)

You can define Actions which will be displayed as buttons in the list view.

• Adding an action (button)

  • Flow

  • URL

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Adding an action (button)

Field name	Description	Req.
Label	The label appearing on the button	✔️
Button Variant	Specify the appearance of the button. The following options are available: Base Neutral (default) Brand Brand Outline Destructive Destructive Text Success
Action Type	Specify the type of action. Flow: connect to a Flow action. URL: Links to a web address. New: creates a new record of the relevant object. Delete: Deletes the record.	✔️

Flow

Field name	Description	Req.
Flow	Select the Flow you want to run.	✔️
Parameter Type	Select the type of parameter to pass when running the Flow. SObject: Pass the type of object specified by the list. Record Id: Pass the Record ID. None: Don't pass a parameter.	✔️
Parameter Name	If the Parameter Type is SObject or Record Id, you must select a resource to receive from the Flow.

URL

Field name	Description	Req.
URL	Enter the URL to navigate to (either absolute or relative).	✔️
Parameter Field API Name	Select a field from the list's target object to append as a parameter to the URL. This passes the value of the specified field, for the selected record(s) in the list.