Actions enable you to automate routine tasks such as:

  • Processes: Run, edit or delete a process (a Process is a sequence of Actions).
  • Imports: Run, edit, and delete imports as well as mark imports as production data.
  • Import Data Sources: Create, edit, and delete import data source definitions or mark them as production data.
  • Exports: Saved exports can be run, edited, or deleted.
  • Note: Saved History exports can't be edited.
  • Other Actions: including create and maintain Actions that are specifically for use with numbered lists.

Maintaining a logical order of the lists and Actions in your modules will enable an intuitive and efficient experience when navigating within your model. Taking some time to think about which organization makes the most sense for your model will save time for administrators and for users.

As a model builder, Actions are a key part of the model’s structure. Use a combination of numbers, letters, and locations to name Actions and make processes easy to identify. Be sure to include the source and the destination location, as that will help you navigate to the correct Action each time. If you need to edit an Action, you'll be able to locate it quickly. Best Practice: Naming Conventions provides advice about naming Actions.

As shown below, a list of imports (on the left) has been transformed by the addition of some numbering and locations, making the process much clearer and easier to read.

You can search through your Actions to find the one you want to work with. Click then type the first few characters of the Action you want to find. A list of matching results is displayed. Select the Action from the list. It's highlighted, so you can select it and then publish, run, edit, delete, or reorder.

The Actions tab shows which processes and dashboards include each Action.

Action Name of the Action
Notes Shows any notes added to the Action.
Used in Processes Shows which configured processes include the Action.
Used in Dashboards Shows which dashboards use the Action.