---
schema_version: "1"
id: bd1007c276df4b11ade379d71b3ff3473b2dfc13019c7b77e05edad8355370d6
title: Create a Learner Pathway Global Action
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_create_a_learner_pathway_global_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_create_a_learner_pathway_global_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b28189499237b5dabcf10ab0ccecc008301115519f233679d0f5a8f9b27b7c9c
description: To simplify your learners’ pathway building experience, set up a new global action to create a learner pathway record.
products:
  - Education
release: "264"
---
# Create a Learner Pathway Global Action

To simplify your learners’ pathway building experience, set up a new global action to create a learner pathway record.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Editions Needed"><caption>Editions Needed</caption> <colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

 
| User Permissions Needed |   |
| --- | --- |
| To create a global action: | Education Cloud Full Access |

When you create the global action, hide the Status field because it’s irrelevant to learners and could cause confusion. To clearly associate a new pathway with the learner creating it, set the learner contact field to default to the contact ID.

1. From Setup, in the Quick Find box, enter Actions, and then select **Global Actions**.
2. Click **New Action**.
3. Select **Create a Record** as the action type.
4. Select **Learner Pathway** as the target object.
5. Enter a name and description.
6. Save your changes.
7. Leave the Status field hidden on the learner pathway layout. Arrange other fields as desired. Fill at least the Name, Learner Contact, and Description fields.
8. Save your changes.
9. In Predefined Field Values, click **New**.
10. Select **Learner Contact** as the field name.
11. In Formula Value, enter $User.ContactId.
12. Save your changes.