Actions enable you to automate routine tasks such as processes, imports, exports, and other actions.
Using actions, you can:
- Run, edit, and delete processes. A process is a sequence of actions.
- Run, edit, and delete imports. You can also mark imports as production data.
- Create, edit, and delete import data source definitions. You can also import source definitions as production data.
- Run, edit, or delete saved exports.
Note: Saved History exports cannot be edited.
- Perform other actions such as create and maintain actions that are used with numbered lists.
It's important to maintain a logical order of the lists and actions in your modules to help navigation in the model.
When you name an action, it's helpful to include the source and the destination location to identify the action. Also consider numbering actions. This table demonstrates examples of action names that follow naming conventions, compared to actions that do not follow the conventions.
|Actions that do not follow naming conventions||Actions that follow naming conventions|
|Sales Reps from TP / Sales Rep Details – TBH updates||1A) LIST IMPORT Sales Rep fr TP to Sales Rep Details - TBH|
|Sales Reps Active Direct Quota subset from Sales Rep Details||1B) SUBSET Sales Rep Active Direct Quota fr Sales Rep Detail|
|Accounts from Account Bookings (Accounts).csv||2A) LIST IMPORT Accounts fr account Bookings.csv|
|Historical Bookings by Acco from Account Bookings (Original)||2B) MOD IMPORT Historical Bookings fr Account Bookings|
|Accounts from Account Attributes.csv||2C) LIST IMPORT Accounts fr Account Attributes.csv|
|Pipeline by Accounts from Account Pipeline (Original).csv||2D) MOD IMPORT Pipeline by Accounts fr Account Pipeline.csv|
See Best Practice: Naming Conventions for more information.
Search for actions
To search for actions, click the search icon
The Actions tab
The Actions tab contains this information:
|Action||The name of the action.|
|Start Date and Time (UTC)|
The date and time when an action was run (Coordinated Universal Time). The Open Dashboard action does not have a timestamp. If you run an action from the Actions tab, refresh the UI page or grid to see the updated timestamps.
When a model is copied, the time stamps in the copied model are removed.
Note: the time stamp only indicates when the action was initiated. It does not indicate that the action was finished, or that it was successful.
|Notes||Shows notes that are added to the action.|
|Used in Processes||The configured processes that include the action.|
|Used in Dashboards||The dashboards that use the action.|