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.

Clone

Allows to clone the created Action.

  • Open action
  • Click "Clone" button (12).
  • Enter New Name and click "Apply" button.
Execute

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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