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Embedded actions and panels

An app bar adds an action button or an embedded iframe to a supported Caraer location. Record actions can receive record context; toolbar actions can serve tasks that do not depend on one selected record.

Users can invoke your service from the relevant record or view. Your integration receives the available context, reducing the need to ask users to find and re-enter identifiers in another application.

Add a document-generation button to a record, a dialog that collects an attachment before invoking a function, or an embedded panel showing information from your service beside a Caraer record.

Choose a placement with App bars, then follow Collect input from an app-bar action. That guide explains the distinction between installation settings and values collected by an action dialog.

Available context depends on placement: a toolbar action may have no selected record. Embedded pages must validate their short-lived iframe session before trusting its context or scoped token. Installation visibility controls where an app bar appears; it does not replace the permissions required for its actions.