Actions#

The Actions screen lets you view and manage the actions available in Sherpa Orchestrator. Actions appear in a table. For each entry, you can view its details, filter the list, open the action card, or perform the available operations.

The Actions screen has these buttons:

Button	Description
Create	Opens the card for creating an action.
Duplicate	Creates a copy of the selected action. Available after you select a row in the table.
Refresh	Reloads the list of actions.
Delete selected	Deletes the actions selected with checkboxes in the table.
Export to CSV	Downloads the list of actions as a CSV file.
Export to XLSX	Downloads the list of actions as an XLSX file.

The Actions screen contains the “Actions” table:

Column	Description
Checkbox	Selects one or more actions for bulk operations.
Name	Name of the action.
Description	Description of the action.
Created	Date and time when the action was created.
Modified	Date and time of the last change to the action.
Access Folder	Object folder that controls access to the action.

The following icons provide actions for an individual table row:

Icon	Purpose
	Opens the action for editing.
	Opens the action's related settings or designer.
	Opens the action in a new browser window.
	Deletes the selected action.

The column headers have filters and column menus. Pagination below the table lets you choose the page size, see the record count, and move between pages.

Creating a New Action#

To create an action, click “Create” in the “Actions” table and complete the form that opens:

The form has two tabs:

Main;
Action Buttons.

Main Tab#

No.	Interface Element	Description
1.	Text field "Name"	Name of the Action.
2.	Text field "Description"	Description of the Action.
3.	Text field "Access Folder"	Access folder for the created Action.
4.	Dropdown list "Working Queue"	Allows you to select a previously created Queue from the dropdown list. This field is required.
5.	Field "Status"	Status of Tasks from the Queue that will be available for modification within the created Action. Possible options: Created; In Progress; Successful; Failed (Application); Failed (Business); Deferred until; Abandoned.
6.	Text field "Tags"	Tags for selecting those Tasks from the Queue that will be available for modification within the created Action.

Action Buttons Tab#

Use the “Action Buttons” tab to configure the buttons available inside the action. Each row represents a separate button.

Element	Description
Button text	Form for creating an action button.
	Removes the button from the list.
Expand arrow	Opens additional settings for the selected button.
Add button	Adds a new action button.
Cancel	Closes the card without saving changes.
OK	Saves the changes to the action.

The action button creation form contains these options and fields:

No.	Interface Element	Description
1.	Text field "Button Text *"	Text of the button. This field is required.
2.	Field "Actions on Click"	Allows you to configure Actions when the button is clicked.
2.1.	Checkbox "Clear Form"	Allows clearing the form when the button is clicked.
2.2.	Checkbox "Add New Task"	Allows adding a new Task when the button is clicked.
2.3.	Checkbox "Save Changes to Current Task"	Allows saving changes to the current Task when the button is clicked.
2.4.	Checkbox "Go to Next Task"	Allows going to the next Task when the button is clicked.
3.	Dropdown list "Change Task Status to"	Allows changing the status of the Task when the button is clicked. Possible values: Created; In Progress; Successful; Failed (Application); Failed (Business); Deferred until; Abandoned.
4.	Text field "Change Task Comment to"	Allows changing the Task comment to the one specified in this text field when the button is clicked.
5.	Text field "Add Tags"	Allows specifying tags that will be added to the selected Task when the button is clicked.
6.	Text field "Remove Tags"	Allows specifying tags that will be removed from the selected Task when the button is clicked.
7.	Flag "Apply to Newly Created Task"	Allows applying the specified actions in the "Actions on Click" field to the newly created Task.