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Release: Australia · Updated: 2026-03-11 · Official documentation · View source

Customize UI actions for a playbook page

You can customize the UI actions that appear in the action bar for a playbook page or page variant.

Before you begin

Role required: workspace_admin, ui_builder_admin, admin

Note: Any changes made to the configuration will affect other record pages and page variants where the action bar component is used.

Procedure

  1. Navigate to All > Now Experience Framework > Declarative Actions > Form Actions.

  2. Select an Action label to display the Action Assignment form.

  3. Click Edit to include or exclude a particular action on the UI.

  4. Click Update.

Related topics

UI Action Bar

Set up a form action in CSM Configurable Workspace