---
sourceDocument: Yokohama Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/customer-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Set up a form action in CRM Workspace

# Set up a form action in CRM Workspace {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a form action that links to a UI action so that you can use the UI action in
CRM Workspace.

## Before you begin

Role required: workspace_admin, ui_builder_admin, admin

## About this task

In order to use UI actions in CRM Workspace, each UI
action must have a corresponding form action.

## Procedure

1. Navigate to AllNow Experience FrameworkActions and EventsUX Form Actions.
2. Click New.
3. Enter a name for the form action in the Name field.  
   It is recommended that you give the form action the same name as the UI action.
4. In the Action Type field, select UI Action.
5. Select the UI action in the UI Action field.
6. Click Submit.

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