Introduction

The Salesforce Hypergrid Extended Related List Actions tab allows you to perform various actions on the records displayed in the related list. Some of the actions that can be performed include creating a new record, editing an existing record, deleting a record, mass editing records, and exporting data to a CSV file. The actions available may vary depending on your user permissions and the configuration of the related list.

Limitations in Salesforce Related List

The Salesforce Related Lists offer very limited actions for regular users. They can only create a new record, edit and delete a single record and filter the configured columns. From the users' perspective, there are no options to define or view the custom action. Moreover, defining a custom action is a specialized process that requires extensive coding knowledge and is limited to only certain users in Salesforce who are granted “Customize Application” permission sets.
 

Customizing Actions Button

The Actions tab in Salesforce HyperGrid XRL provides users with several actions to manage the data displayed in the related lists. By default, there are the following actions that all XRL users can access: 

• Reset filters: Allows users to clear all client-side filters applied to the list and show all related records in the Related object.
• Export: Enables users to download the related records as a native Excel file, which can be opened in a spreadsheet program locally. Export action works on the actively displayed Related List View. To download specific records, the user can either apply filters or select specific records through the checkbox.
• Delete: Allows users with appropriate permissions to delete selected related records. This action is visible only when a single or multiple records are selected.
• New: Allows users to create a new record for the Related item.
• Refresh: Allows users to reload the Related List with the latest data.
• Request a feature: Enables users to submit a new feature request to the Salesforce HyperGrid team via mail.
• Expand view: Allows users to expand the Related List view, making it easier to check every column in each record very clearly.
   

We will work with Cases XRL to walk you through the steps to customize an action.

Step 1: Open the configuration wizard by clicking on the gear icon and selecting Configure option in the XRL view.

Step 2: On the Configuration Wizard, click on the Actions tab and select an Action from the drop-down menu. 

Step 2: In the Select Action drop-down, we will select Reset Filters to understand more details about the particular action and how to customize it.

• Id of the action: This refers to a unique identifier assigned to each action that is created. The system generates this identifier and it cannot be changed or modified manually. The purpose of this ID is to ensure that each action within the system has a distinct and identifiable reference point. This enables the system to accurately track and manage the actions that are created, ensuring that there are no conflicts or confusion between different actions. As a user, you don't need to worry about specifying an ID for the action because the system will assign a unique identifier to each action you create.
• Label of the action:  This is a default label that is automatically generated by the system and cannot be altered by the user. This label is used to identify the action within the user interface and cannot be changed to a custom label or wording.
• Tip for the action: The option allows you to add a custom message or tip to an action in the related list. This message will appear as a tooltip when the user hovers over the action button in the related list. This can be useful for providing additional information or guidance to users about the action they are performing. 
• Callback function: This feature allows you to define a function that will be executed when an action is performed on a record in the related list.
• Hide this action: Select this checkbox to hide the action button from the grid.
• Action visible only after record selection: This action will be visible only after selecting the record.
• Variant: Variant refers to a style variant that can be applied to the related list's custom actions. The "variant" property lets you specify a style for these custom actions. You can easily customize the look and feel of your related list and ensure that the actions are distinguishable from one another by selecting a specific variant for each action. 
• Name of the icon to be shown: This refers to the specific icon that will be displayed on the grid. This icon can be chosen from a library of icons provided by Lightning Design System that can be found at “www.lightningdesignsystem.com/icons/”. By choosing a specific icon, users can add visual cues and distinguish between different types of related records. 
• Refresh Grid after Custom Action Execution: This option allows you to refresh the grid view automatically after a custom action is executed. This means that when you perform a custom action, the grid view will be updated with any changes made by the action without having to manually refresh the page. To enable this option, simply tick the "Refresh Grid after Custom Action Execution" checkbox. Once enabled, the grid view will automatically refresh after executing any custom actions.
• Order of the action: This property specifies the order in which the actions appear in the Menu  (9 dots) dropdown in XRL view. It is critical to use appropriate values when configuring this property, such as 10, 20, 30, and so on. This is due to the fact that using sequential values like these allows for greater flexibility, as new actions can be easily added between existing ones without disrupting the order of the entire list. 
• API name of the flow: The "API Name of the Flow" field is optional. This field is only used if you want to run a flow when the user clicks the action button. By entering the flow's API Name in this field, you can allow end users to execute that flow when they click the action button in the extended related list. This field is automatically selected to None by default and cannot be modified.
   

Step 3: After customizing the action button as per the requirements, click on Save button and you will be able to