For each type of Automation task, users have to define an automation action. Every action, needed to be within a Step. Each Step can also have several automation actions.
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Automation Action are shared across the modules.
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We recommend that users who want to create an Action read and understand the different Action Types. |
How to Add an Automation Action
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1.
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Click Setup from the
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Toolsbar.
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2.
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Click on Automation >
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Refer to Action Types section for detailed description.
Action List. Page opens and all Actions are laid out.
3. Click New Action. Form opens.
4. Enter an Action Name.
5. Select Action Type. Form refreshes depending on the type
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selected.
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Fields varies per type of action.
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Click to see Definition of Action Types
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6. Click Submit.
This action will now be listed under the Select Actions
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drop down on the Step section when creating an Automation Task
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. Please click to see Definition of Automation Types.
How to Edit an Automation Action
1. Click Setup from the Toolsbar.
2. Click Action name to open the specific action
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3. Make necessary changes
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4. Click Submit.
If the Action name is changed, it will be reflected on all Automation Tasks referencing this Action.
How to Delete an Automation Action
1. Click Setup from the Toolsbar.
2. Click the delete icon (trashbin) on the right side of the Action.
3. Click Delete on the Proceed with Deletion prompt.
List is refreshed and action is removed
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The action is also removed from Automation Tasks > Step referencing this Action. |