---
title: "Customize actions"
slug: "customize-actions"
updated: 2025-08-01T15:48:06Z
published: 2025-08-15T13:00:09Z
canonical: "docs.zilliant.com/customize-actions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customize actions

Actions are commands users can perform on objects or line items, such as **Save**, **Assign**, **Generate Proposal**, **Copy**, or **Delete**. These actions are available in different parts of the user interface, and you can customize them to align with your business processes.

You can configure two types of actions:

- **Actions**—Standalone commands that appear as buttons or dropdown menu items.
- **Action groups**—Dropdown buttons that contain multiple actions, such as **Actions** or **Reports** dropdown buttons in the object header. You can customize actions within action groups just like you do with standalone actions.

Actions and action groups appear in the following UI locations:

- **Header on the object detail screen**—As buttons in the header section on the object detail screen.
- **Object list table**—As dropdown menu options when users select More on a row.
- **Line item table**—As dropdown menu options when users select More on a line item row.

In this topic, learn how to:

- [Access actions and action groups](/main/docs/customize-actions#access-actions-and-action-groups)
- [Access actions within action groups](/main/docs/customize-actions#access-actions-within-action-groups)
- [Customize actions](/main/docs/customize-actions#customize-actions)

## Prerequisites

To customize actions:

- [Enable the new UI](/main/docs/work-with-the-new-ui#enable-the-new-ui)
- Verify that you have the UI EXTENSIBILITY PERMISSION. For details on assigning permissions, read [Role management](/main/docs/role-management#define-permissions-for-a-role).

## Access actions and action groups

1. Open the customization dialog:
  - [From the object list table](/main/docs/access-ui-customization-dialogs#from-the-object-list-table)
  - [From the line item table](/main/docs/access-ui-customization-dialogs#from-the-line-item-table)
  - [From the object header section](/main/docs/access-ui-customization-dialogs#from-the-object-header-section)
2. Go to the **Actions** or **Actions Menu** tab.

## Access actions within action groups

1. Open the customization dialog:
  - [From the object list table](/main/docs/access-ui-customization-dialogs#from-the-object-list-table)
  - [From the line item table](/main/docs/access-ui-customization-dialogs#from-the-line-item-table)
  - [From the object header section](/main/docs/access-ui-customization-dialogs#from-the-object-header-section)
2. On the **Actions** or **Actions Menu** tab, next to the action group name, select Edit.

> [!NOTE]
> Tip
> 
> To distinguish action groups from individual actions, a Next icon appears next to the name of each action group.
3. Go to the **Actions** tab.

## Customize actions

Learn how to:

- [Manage action visibility](/main/docs/customize-actions#manage-action-visibility)
- [Disable actions](/main/docs/customize-actions#disable-actions)
- [Rearrange actions](/main/docs/customize-actions#rearrange-actions)
- [Add localized action labels](/main/docs/customize-actions#add-localized-action-labels)
- [Restrict action visibility by UI profile](/main/docs/customize-actions#restrict-action-visibility-by-ui-profile)
- [Disable the action for specific UI profiles](/main/docs/customize-actions#disable-the-action-for-specific-ui-profiles)
- [Apply mass restrictions to actions](/main/docs/customize-actions#apply-mass-restrictions-to-actions)

### Manage action visibility

1. Select an option:
  - [Access actions and action groups](/main/docs/customize-actions#access-actions-and-action-groups)
  - [Access actions within action groups](/main/docs/customize-actions#access-actions-within-action-groups)
2. Turn on or off the **Visible** switch next to the action name.
3. Select **Publish**.

### Disable actions

1. Select an option:
  - [Access actions and action groups](/main/docs/customize-actions#access-actions-and-action-groups)
  - [Access actions within action groups](/main/docs/customize-actions#access-actions-within-action-groups)
2. Turn on or off the **Read-Only** switch next to the action name.
3. Select **Publish**.

### Rearrange actions

1. Select an option:
  - [Access actions and action groups](/main/docs/customize-actions#access-actions-and-action-groups)
  - [Access actions within action groups](/main/docs/customize-actions#access-actions-within-action-groups)
2. Drag the action to the desired position.
3. Select **Publish**.

### Add localized action labels

1. Select an option:
  - [Access actions and action groups](/main/docs/customize-actions#access-actions-and-action-groups)
  - [Access actions within action groups](/main/docs/customize-actions#access-actions-within-action-groups)
2. Next to the action name, select Edit.
3. Go to the **Localization** tab.
4. Select **+ Add Localized Label**.
5. From the **Language** dropdown field, select a language.
6. In the **Label** field, enter an action label.
7. Repeat Steps 4–6 for each language you need.
8. Select **Save**.
9. At the top of the dialog, next to the action name, select Back to go back to the action list.
10. Select **Publish**.

> [!NOTE]
> Tip
> 
> To display the new labels in the UI, sign out and then sign back in to CPQ.

### Restrict action visibility by UI profile

1. Select an option:
  - [Access actions and action groups](/main/docs/customize-actions#access-actions-and-action-groups)
  - [Access actions within action groups](/main/docs/customize-actions#access-actions-within-action-groups)
2. Next to the action name, select Edit.
3. Go to the **Visibility** tab.
4. Select **+ Add Profile to Hide Action Menu From**.
5. Select the [UI profiles](/main/docs/ui-profile), then select **Add Profile**.
6. Select **Save**.
7. At the top of the dialog, next to the action name, select Back to go back to the action list.
8. Select **Publish**.

### Disable the action for specific UI profiles

1. Select an option:
  - [Access actions and action groups](/main/docs/customize-actions#access-actions-and-action-groups)
  - [Access actions within action groups](/main/docs/customize-actions#access-actions-within-action-groups)
2. Next to the action name, select Edit.
3. Go to the **Read-Only** tab.
4. Select **+ Add Profile to Disable Action Menu From**.
5. Select the [UI profiles](/main/docs/ui-profile), then select **Add Profile**.
6. Select **Save**.
7. At the top of the dialog, next to the action name, select Back to return to the action list.
8. Select **Publish**.

### Apply mass restrictions to actions

You can hide or disable several actions at once for multiple [UI profiles](/main/docs/ui-profile). This helps you quickly control what each profile can see and interact with.

To apply mass restrictions:

1. Select an option:
  - [Access actions and action groups](/main/docs/customize-actions#access-actions-and-action-groups)
  - [Access actions within action groups](/main/docs/customize-actions#access-actions-within-action-groups)
2. Select **Mass Restrictions**, then select **+ Add Profiles for Mass Restrictions**.
3. Select one or multiple UI profiles, then select **Add Profile**.
4. Select **Next**.
5. In the **Hide** tab, select **+ Add**, then select the actions to hide for the selected UI profiles. Select **Add**.
6. In the **Read-Only** tab, select **+ Add**, then select the actions to disable for the selected UI profiles. Select **Add**.
7. Select **Save**, then select **Publish**.

A full-page view of an individual object record, such as a quote or an agreement. The object detail screen contains the object's key information and allows you to view or edit details through multiple tabs, such as **Overview** or **Line Items**.

![Icon More](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20More.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A29%3A01Z&se=2026-11-11T13%3A29%3A01Z&sr=c&sp=r&sig=Mo%2Fb9DzGjFjaKlYcxJICZChVqbovqKNc8SzHEUY3Kps%3D)

More

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![Icon Back](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Back.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A29%3A01Z&se=2026-11-11T13%3A29%3A01Z&sr=c&sp=r&sig=Mo%2Fb9DzGjFjaKlYcxJICZChVqbovqKNc8SzHEUY3Kps%3D)

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