Creating Row Actions
Last updated
Was this helpful?
Last updated
Was this helpful?
This guide will show you how to add action buttons to each row of an . We'll focus on setting up a dropdown menu with extra options that appear when someone clicks on a row. This is useful because it lets you give users quick access to everyday actions they might want to perform on each opportunity, right from the table itself, without having to navigate to a separate page.
Some examples of actions you might want to include:
Edit: Open a form to edit the opportunity details
Delete: Remove the opportunity from the list
Change Owner: Update the opportunity's owner
View Details: Open a page with more information about the opportunity
Here's what the final result will look like
Make sure your Data Table is set up: First, double-check that you've already connected your Data Table to a data source (like a list of opportunities) and added the columns (fields) you want to show.
Add a new column for the actions: In the "Data Mappings" section, click the "Add Column" button.
Choose the 'Action' type: In the "Type" dropdown, select "Action."
Add your first action: A new "Type Attributes" section will appear. Click the "Add Item" button in the "Row Action" area to create your first action button.
Give it a name: Enter a clear title for your row action (like "Edit" or "Delete").
Add more actions (if needed): If you want multiple action buttons in the dropdown, click "Add Item" again to create more.
Creating the action buttons is just the first part. We need to tell them what to do when someone clicks on them. We do this in the "Interaction" tab.
Here's how to make your row action buttons functional:
Go to the interaction tab
Click on the "Add Row Action" button to create your first interaction on row action items.
Select the Target name (your row action item) on which you would like to create your interaction.
Click Save.
Here are some examples of defining interactions on row actions.
In this step, we'll demonstrate how to create an interaction using a row action that opens another flow. Specifically, we'll launch a flow to change the opportunity owner.
Open the Component Builder from the Data Table component.
Click on the Interactions Tab.
Choose the target name (in this case, "Change Owner").
Select "Open Flow Dialog" as the interaction type.
Pick the flow you want to run when users click the action button. In our example, we'll create a new flow for changing the opportunity owner.
Pass the Opportunity ID: We need to tell the new flow which opportunity to work with. So, we'll add an input variable and pass the Opportunity's Record ID to the new flow. This way, the new flow knows exactly which opportunity to update.
Add an "On Finish" item if needed. This can be used to reload the initial flow after the launched flow is completed.
Select the Type of interaction. .
