Edit Action

Editing an action allows you to update its description and configuration.

Steps to Edit an Action

1. Navigate to the Actions Section

   • Click on the Actions 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. Select the Action to Edit

   • Hover over the action you wish to edit in the Secondary Left Panel.

   • The kebab menu (three vertical dots) will appear next to the action.

3. Initiate Action Edit

   • Click the kebab menu (three vertical dots) next to the action.

   • From the dropdown menu, select Edit.

     
4. Edit Action Details

   • Name

     • The name field is disabled and cannot be edited. The action name remains fixed once set.

   • Description (Optional)

     • Always editable. Update the description to provide additional details or context about the action.

     • Validation Rules:

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

   • Is Synchronous (Toggle)

     • Toggle between synchronous and asynchronous execution modes if applicable.

   • Resume on Error (Toggle)

     • Toggle the option to resume the action on error if applicable.

5. Save Changes

   • After making the desired changes, click Update to apply the updates to the action.

     

• The Name field remains fixed and cannot be changed.

• The Description field, Is Synchronous, and Resume on Error toggles remain editable regardless of the action's usage status.