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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure action functions in a record section

Add action functions, like buttons to the footer area of record sections to enable users to trigger functions within a record section and quickly perform repetitive processes. This capability can be added to launcher screens and section screens within a record section.

Before you begin

To configure record section functions within a sections screen, at least one pre-configured record section must be created. For more information, see Configure a record UI section.

Role required: admin

Vertical buttons within a launcher screen of a record sectionVertical button within a section screen view of a record section
Image omitted: record-section-two-buttons.png
Record section with two buttons.
Image omitted: record-section-one-button.png
Record section with one button.

Procedure

  1. Navigate to All.

  2. In the filter navigator, enter  sys_sg_section_card_instance.list to open a list of section card instances.

    This table associates the card instance to the record section.

  3. Select a displayed section card instance.

  4. On the form, fill in the fields.

FieldDescription
NameName of the section card instance.
SectionRecord section associated with the card instance.
CardCard instance that hosts the action functions.These cards can contain one or more elements. For example, buttons, text block, and icons. Supported action functions include navigation functions, URL links, phone calling ability, open email, open chat, and uploaded attachment.
ApplicationPre-populated field that displays the application scope.
LocationThe area of the card instance within the record section.
Hide if emptyOption to hide the footer area in the record section when there are no records to display.
Function displayed when 'Hide if empty' field is clearedFunction not displayed when 'Hide if empty' field is checked
Image omitted: record-section-unhide.png
Hide if empty field is unchecked so action function displays.
Image omitted: record-section-hide.png
Hide if empty field is checked so action function does not display.
  1. Select Submit.