Assign actions allow users to assign list items to a selected parent item, for example, to assign sales executives to a region. Add Assign actions as an action button on an action card..

Before you can add Assign actions to a page, a workspace administrator must first configure them in the source model.

When users run the Assign action, then in the selection dialog, assignable list items display in a table, with detail columns from filter-enabled list-formatted properties.

When you later duplicate an app or page containing Assign actions, your configuration changes in the new page do not affect the Assign actions in the original pages.

Actions are not available on personal pages or report pages.

Add an Assign action

To add an Assign action:

  1. Click Edit this page in the toolbar to open your page in designer mode.
  2. Optionally, add a new card.
    Learn how to add a card to a board or a worksheet.
  3. Select:
    • The Configure action button in a new action card, to add an action button to the card.
    • Edit  on an action card, to add an action.
  4. In the Actions tab, under Add actions, expand the Assign action section.
  5. Toggle right any Assign actions to add them.
  6. When you’re ready, click Publish to make your Assign action available.

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