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Question

dynamic views for custom actions

  • February 24, 2026
  • 3 replies
  • 27 views

vanitharaj1208
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Hi All,

 

how to create dynamic views in custom actions?

I want to run a Custom Action directly from a Case/Alert using Manual/Quick Actions (not via playbook/block).

Is it possible to have a dynamic view/UI tied to that custom action when it runs (dynamic fields/rendering/results), and keep the view/rendering logic inside the custom action itself?

If this isn’t supported, what’s the recommended approach to achieve a dynamic UI experience for a quick action?

 

3 replies

AnimSparrow
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  • Bronze 2
  • February 24, 2026

I believe the best workaround is to push your desired output (plaintext or HTML) into a context value, such as [case.current_reminder_sent]. In the Playbook's 'Core View', you can then use an HTML widget with a conditional display.

You can set a condition like:

[case.current_reminder_sent] DOES NOT CONTAIN [case.current_

To explain: In Google SOAR, if a context value is empty, the platform displays the literal string (the placeholder name). By checking if the field contains itself minus the closing bracket or some wording, you effectively check if the variable has been populated with actual data.

This way, you can pre-build an HTML widget that only appears once the context value is executed. Furthermore, you can update this view dynamically just by changing the context value, as the HTML widget will automatically reflect whatever is stored in  [case.current_reminder_sent].

example for case.current_reminder_sent:

 

and of course how to make context values → you can reffer to Tool integration and “Set Context Value” action that allows you to set Case/Alert or Global context for the key and value behind it

example of html output (in this case updated via blocks or jobs):

 

also if you would like to use quick actions for that you can either write your own IDE action or use “attach playbook” action and build playbook/block that 1st will generate output, second will make context value of it and so on...

 

 

 
 

 

 


vanitharaj1208
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  • Author
  • Silver 2
  • February 24, 2026

Hi All, 

 

i want run custom action directly on case/alert using manaul/quick action… 

i want this action to have dynamic views … if i execute it

note: im not using playbook or block to run this action


AnimSparrow
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  • Bronze 2
  • February 24, 2026

Could you provide any example?
Like - you want to have action that for example gather related account list and show it to analyst in alert view? if yes you have to prebuild main view in 1st playbook that run on that alert with context value and build your IDE to set context value with your desired output. After that you can attach that IDE to quick action and whenever it is executed it will influence the view that is waiting for you. If this is not what you have in mind please provide deeper explaination