Hide the Remove Option on Guided Actions

Keep actions in your Guided Action List by deciding which actions users can remove. Hide the remove option so essential steps stay on the list until they’re completed. Previously, if you pinned actions to the top or bottom regions, users couldn’t remove them.

Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Why: Decide which actions, whether pinned or unpinned, users are able to remove.You can show or hide the remove option on a guided action.

Note

Note

Even if you hide the remove option on an action, it can still be deleted from a Guided Action List using the API.

How: By default, actions are removable. To hide the remove option, modify channel defaults in your Guided Action deployment, or configure the RecordAction attribute in Process Builder or API.