Configure a button action

Applies to Classic App Builder. Screens and recordings in this section show the Classic interface.

Run a resource operation from a button and verify its effect.

Before you start: choose a test operation, identify its required inputs, and prepare synthetic data.

Configure the action

1. Add or select a Button component.

2. Open Click Action.

3. Choose Run Operation.

4. Choose the Resource and Action.

5. Bind the required inputs, including the record identifier when the operation needs one.

6. Where appropriate, use Confirm on execute to explain the action before execution.

7. Preview and run the operation with the intended test account.

Classic action settings showing the available action configuration

Classic Confirm on execute configuration

Verify the result

Check the actual source record or operation result. Test missing inputs and a restricted user. If a confirmation is configured, cancel it and confirm that the operation does not run.

For navigation, choose Navigate to Page instead and pass the required page parameters. For a sequence, use the relevant workflow action.

See Actions for the full reference.

Existing Classic walkthrough