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POS action groups

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POS action groups (Pos_Action_Group__c) are containers that hold ordered collections of action items. They define the structure of the POS interface — which navigation menus appear, what the home screen shows, and what options are available in the sidebar, top bar, and cart.

Action groups work in combination with action items (Pos_Action_Item__c): the group defines where in the interface a menu or grid appears, and the action items define what each button does. Action items within a layout are covered in [[pos-layouts POS layouts]].

Action group types

Type Description
List A vertical list of action items. Used for navigation menus, the sidebar, top bar, and toolbars.
Grid Action items arranged by row, column, and page. Used for the home screen and product category grids.

Grid dimensions

Action groups of type Grid support Columns and Rows properties to set the grid size. Individual action items use Row, Column, and Page to position themselves within the grid.

Staff can swipe between pages within a grid. Use the Page property on action items to distribute items across multiple pages when there are more items than fit in a single grid view.

System action group identifiers

The following identifiers are reserved. Create a Pos_Action_Group__c record with a matching identifier to customise the corresponding area of the POS interface.

Identifier Type Location
main_menu List Main sidebar navigation
sidebar_fixed_menu List Fixed footer at the bottom of the sidebar
topbar_main_menu List Top navigation bar
register_actions List Register selection screen
session_start_actions List Session start / user login screen
session_actions List Active session controls (sync, end shift, disconnect)
home Grid Home screen grid
cart_menu List Cart action menu

:::note Identifiers use snake_case. From v21, dash-case identifiers (e.g., main-menu) are deprecated. Existing dash-case identifiers continue to work but trigger a deprecation warning in the browser console. :::

Nested menus

To create a nested menu within the sidebar or top bar, use an action item with Type set to group and assign its Child Action Group lookup to a separate Pos_Action_Group__c record. When staff tap that item, the child group opens as a sub-menu.

:::tip Nested menus are useful for grouping related actions — for example, a “Reports” menu item that opens a sub-menu of report actions. :::

Creating an action group

  1. In Salesforce, open the POS Action Groups object (search for it in the App Launcher).
  2. Click New.
  3. Set the following fields:
Field Description
Name Internal name for the group
Identifier The value that places the group in the POS interface. Use a system identifier (see above) or a custom value for nested groups.
Type List or Grid
Columns (Grid only) Number of columns per page
Rows (Grid only) Number of rows per page
  1. Save the record.
  2. Create Pos_Action_Item__c records and assign them to this group. For action item configuration, see [[pos-action-item-object-reference POS Action Item Object Reference]].

Object reference

For a full field listing, see [[pos-action-group-object-reference POS Action Group Object Reference]] and [[pos-action-item-object-reference POS Action Item Object Reference]].

Related articles

Documentation POS layouts Documentation POS customization and design Documentation POS Action Group Object Reference Documentation POS Action Item Object Reference Documentation POS actions reference

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