Record Edit Forms are compact, customizable forms that allow users to modify any selection of record fields. When clicking the action, users are presented with a screen containing your chosen fields in an editable format, as follows:
If you're asking users to update Salesforce, Record Edit Forms provide a convenient and efficient way to make focused changes, without navigating through the entire record edit page.
To create a "Record Edit Form' action, follow these steps:
- Navigate to the ‘Message Actions’ Tab (Act On It Lightning App > Application Settings > Message Actions) and click ‘New’.
- Select the "Act On It Template" Record Type and choose 'Record Edit Form' from the list of available Action Templates. Then, select 'Next'.
Configure your action button with the following details:
- Action Label: Provide a meaningful name for the action (e.g., ‘Next Steps’, ‘Close Sale’, etc.). Customize the button further by selecting an icon from the ‘Icon Selection’ section.
- API Name: Choose a unique name for the action, without spaces or special characters (except underscores). This name helps distinguish between similar actions with a matching label.
- Is Active: If inactive, the button will be disabled for all new and existing messages.
- Is Available: If enabled, the Message Action will be visible in the Message Type Builder.
Click 'Next' to proceed.
- Add a suitable Form Header and use the Info Box to provide additional guidance to your users.
- Choose from the list of available data types e.g. Cases.
- Click 'Add Field' and choose from the list of available field options. Tick the 'Required' checkbox to make the field mandatory.
Repeat until you have included all the fields you want to feature on the form. The fields will be displayed in the order selected.
Note - If you wish to feature a picklist that is part of a Dependent Picklist hierarchy, you must also include related dependent picklists.
When satisfied with your form, click 'Save'. Your Message Action can now be applied to any Message Type with a matching data type. Admins can control which actions are accessible to users via their User Settings.
