Add Action

Adding an action involves defining its key components and setting it up to perform specific operations in response to user interactions or triggers. Here’s how you can add a new action:

Steps to Add an Action

1. Navigate to the Actions Section

   • Click on the Processes icon in the Primary Navigation Bar.

     
   • Click on the Actions sub-module icon in the Primary Navigation Bar.

   • The Actions section will open, displaying the list of existing actions in the Secondary Left Panel on the left side.

     
2. Initiate Action Creation

   • Click the + icon at the top of the Secondary Left Panel. This action opens the New Action drawer.

     
3. Enter Action Details

   • Name

     • Enter a unique name for the action.

     • Validation Rules

       • The name must be unique.

       • The name length should be between 2 and 100 characters.

       • The name cannot be empty, include special characters, or spaces, or start with a numeric character.

   • Description (Optional)

     • Provide a brief description of the action.

     • Validation Rules

       • The description length should be between 0 and 400 characters.

   • Is Synchronous (Toggle)

     • Enable this option if the action should be synchronous, meaning the system waits for the action to complete before moving on to the next step.

   • Resume on Error (Toggle)

     • Enable this option if the action should continue even when an error occurs.

4. Submit the Action

   • Click the Submit button to create the action.

     
   • The new action will be added to the list in the Secondary Left Panel.