Working With Actions
How to create Action
- Go to Actions tab, switch to "Actions" subtab (1) and press "New Action" button (2).
- "New Action" page will be shown (3). Provide Action name (4), select Type ="Action" (5), select Context Object (6), and set Status to "Active" (7).
- Choose Action type (8) on the Action Configuration section, configure the action based on its type.
- If action executes with conditions (9) configure the conditions based on its type (10).
- Finally "Save" an action (11).
Working with existing Action
After the action is created you can clone it or execute.
Allows to clone the created Action.
- Open action
- Click "Clone" button (12).
- Enter New Name and click "Apply" button.
Allows to execute action.
- Click Execute button (14).
- Add Source - Id of the record for which action should be executed.
- If you don't have Source specified in Action you can pass required record in Variables.
- Add Variables if needed.
- Click Apply button.
Actions Page Toolbar
The toolbar at the top of "Actions" page allows to do the following:
- Switch between Actions and Action Groups (16)
- Make search (17) or deep search (18) through Action
- Export selected Action (19) to file
- Import selected Action (20) from file
- Deploy selected Action (21) to another organization
- Move selected Action and folders (22) to another folder
- Create new Action (23, see above)
- Click arrow menu (24) to see "New Folder" button that allows to create a new folder.
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