Actions Glossary
- 22 May 2024
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Actions Glossary
- Updated on 22 May 2024
- 10 Minutes to read
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Overview
Within a Project, there are a variety of actions on stored Designer Elements such as Flows, Forms, Reports, and other items. If looking for a specific Action, the browser/OS's search shortcut is recommended due to this article's length. This will be CTRL +F or COMMAND + F for Windows and Mac computers.
Folder Actions
| Action Name | Description | |
|---|---|---|
| Create Folder | Creates a child Folder within the selected Folder | |
| MANAGE | ||
| Move | Moves the Folder to a specified location. | |
| Move Folder to Project | Moves the Folder to a specified Project. | |
| Delete | Deletes either the Folder or the Folder and its entire contents. | |
| Open Containing Folder | Opens the folder that contains the selected Folder. | |
| Permissions | ||
| Manage Permissions | Decide which accounts and/or groups can view, access, edit, add, delete, etc, inside the Folder. | |
| Disable Permissions Inheritance | Enables or removes permissions inheritance. | |
| Add | ||
| Case | Adds an entry of a predetermined Case. By default, there are Application and Person options. | |
| Dependencies | ||
| Browse Dependencies | Displays previously declared dependencies for the object | |
| Update Dependencies | Updates dependencies for the object. | |
| More | ||
| Set Look and Feel | Sets the appearance of Folders, such as color, thumbnail, and icon. | |
| Set Name and Description | Sets the name and description of the Designer Element. | |
| Get Folder ID | Retrieves and displays the object's unique ID | |
| Manage Tags | Opens a drop-down list that may create new tags or select pre-existing tags to be attached to the object. It is best used when compartmentally organizing large Projects. | |
| Move to Root | Moves the Folder to the root directly. It will no longer be nested inside any other Folder(s). | |
| View Integration Details | Opens the Integration Details Page for the Folder. | |
| Add as Favorite | ||
| Make this my Home Page | Designates the Folder as the initiating user's home page. The folder will immediately open once the initiating user logs in. | |
| PAGES | ||
| Add Page | Creates a Page and Page Data in the folder, making it accessible as a tab at the top right of the folder | |
| Set Default Page | ||
| Add Flow as Action | Creates a new action for the folder based on a specified Flow's logic. For more information, refer to the User Action FLows article. After v8.16, users can only select a special Flow behavior: "User Action Flow [Folder Aware]" to pick on Add Flow as Action. | |
| More | ||
| Add Alias | Overrides the Folder's name to a designated alias for use in URLs. | |
| Edit Pinned Folder | ||
| HISTORY | ||
| Open History | ||
| DEPLOYMENT | ||
| Import & Export | ||
| Export Project | Export the entire Project that the selected item is a part of. | |
| Export Single Item | Export the item only, not including the Project it is attached to. | |
| Designer Repository | ||
| Checkin | Checks in recent changes made to the Project to the copy stored on the repository. | |
| Checkout | Checks out Projects from the Repository server to be brought into another environment. | |
| Show All Recent Changes | Highlights any recent changes to all Projects made on the environment. | |
| Revert Changes | Reverts any recent changes to a Project to the copy stored on the Repository. | |
| Remove from Project | Manually removes an object from the Project. | |
| Open Repository Server | Opens the login window to the Repository server. | |
Designer Folder Actions
| Action Name | Description | |
|---|---|---|
| Create [Designer Element Type Name] | Creates the selected Designer Element. | |
| MANAGE | ||
| Move | Moves the Folder to a specified location. | |
| Delete | Deletes either the Folder or the Folder and its entire contents. | |
| Open in New Tab | Opens the selected item in a new tab. | |
| Open Containing Folder | Opens the folder that contains the selected Folder. | |
| Permissions | ||
| Manage Permissions | Decide which accounts and/or groups can view, access, edit, add, delete, etc, inside the Folder. | |
| Disable Permissions Inheritance | Enables or removes permissions inheritance. | |
| Add | ||
| Case | Adds an entry of a predetermined Case. By default, there are Application and Person options. | |
| Dependencies | ||
| Browse Dependencies | Displays previously declared dependencies for the object | |
| Update Dependencies | Updates dependencies for the object. | |
| More | ||
| Set Look and Feel | Sets the appearance of Folders, such as color, thumbnail, and icon. | |
| Set Name and Description | Sets the name and description of the Designer Element. | |
| Get Folder ID | Retrieves and displays the object's unique ID. | |
| Manage Tags | Opens a drop-down list that may create new tags or select pre-existing tags to be attached to the object. It is best used when compartmentally organizing large Projects. | |
| Move to Root | Moves the Folder to the root directly. It will no longer be nested inside any other Folder(s). | |
| View Integration Details | Opens the Integration Details Page for the Folder. | |
| Add as Favorite | ||
| Make this my Home Page | Designates the Folder as the initiating user's home page. The folder will immediately open once the initiating user logs in. | |
| DEPLOYMENT | ||
| Import & Export | ||
| Create Project Documentation | Creates documentation of the Designer Project via an HTML Report. Lists the total number of Designer Elements such as Flows, Forms, etc, and lists them by name. | |
| Import | Imports a Project and/or objects via .dec, .obj, and/or .zip file extensions. | |
| Export | Exports the object assuming it has been attached to a Project. If not, it will also prompt you to add the object to a Project. | |
| Check Export Consistency | Checks previously exported .dec, .obj, and/or .zip files for missing dependencies before importing into the environment (i.e. it checks the files for import issues without saving them). | |
| Upload BPMN XML | Uploads a Business Process Modeling Notation (BPMN) graph via XML. | |
| Upload DMN XML | Uploads a Decision Model and Notation (DMN) graph via XML. | |
| Designer Repository | ||
| Add To Project | Manually adds an object to the new Project or to a pre-existing Project. | |
| Checkout Project | Checks out Projects from the Repository server to be brought into another environment. | |
| Open Repository Server | Opens the login window to the Repository server. | |
| PAGES | ||
| Add Page | Creates a Page and Page Data in the folder, making it accessible as a tab at the top right of the folder | |
| Set Default Page | ||
| Add Flow as Action | Creates a new action for the folder based on a specified Flow's logic. For more information, refer to the User Action FLows article. | |
| More | ||
| Add Alias | Overrides the Folder's name to a designated alias for use in URLs. | |
| Edit Pinned Folder | Opens up a dialog to edit the pinned or favorited folder at the top of the Folder navigation tree. | |
| ADVANCED | ||
| Query Editor | Opens the Query Editor. | |
| Compile | ||
| Recompile All Code Buckets | Recompiles all Code Buckets within the Designer Project and keeps them up-to-date. | |
| Recompile Data Structures | Recompiles any Data Structures within the Designer Project and keeps them up-to-date. | |
Flow Actions
| Action Name | Description | ||
|---|---|---|---|
| Edit | Opens the Flow in the Flow Designer | ||
| Run Flow | Runs the Flow | ||
| MANAGE | |||
| Copy | Copies the object and names the new copy. | ||
| Move | Moves the object to a different Designer Folder. | ||
| Move to Project | Moves the object to a different parent Designer Project. | ||
| Delete | Deletes the Flow | ||
| Dependencies | |||
| Browse Dependencies | Displays previously declared dependencies for the object | ||
| Update Dependencies | Updates dependencies for the object | ||
| More | |||
| Set Name and Description | Sets the name and description of the Designer Element. | ||
| Get Flow ID | Retrieves and displays the object's unique ID | ||
| Manage Tags | Opens a drop-down list that may create new tags or select pre-existing tags to be attached to the object. It is best used when compartmentally organizing large Projects. | ||
| View Integration Details | Opens the Integration Details Page for the Flow. | ||
| Compare Flow Versions | Opens the Compare Versions window to display different saved versions of the Flow visually | ||
| Advanced | |||
| Clear Steps Cache | Clears memory within Cache Steps within the Flow | ||
| Set Flow Behavior | Displays a list of Flow Behaviors to assign to the Flow | ||
| Set Owner | Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified. | ||
| View Inputs/Outputs | Displays inputs and outputs of the object similar to debugging results | ||
| Create URL Alias | Creates a URL Alias for the Flow, which can help shorten long names | ||
| RUN | |||
| Debug | |||
| Debug Flow | Opens the Flow in the Debugger. | ||
| Add Unit Test | Creates a new unit test for the Flow. | ||
| DEPLOYMENT | |||
| Export | |||
| Export Project | Export the entire Project that the selected item is a part of. | ||
| Export Single Item | Export the item only, not including the Project it is attached to. | ||
| Designer Repository* | |||
| Checkin | Checks in recent changes made to the Project to the copy stored on the repository. | ||
| Checkout | Checks out Projects from the Repository server to be brought into another environment. | ||
| Show All Recent Changes | Highlights any recent changes to all Projects made on the environment. | ||
| Revert Changes | Reverts any recent changes to a Project to the copy stored on the Repository. | ||
| Remove from Project | Manually removes an object from the Project. | ||
| Open Repository Server | Opens the login window to the Repository server. | ||
| HISTORY | |||
| Open History Folder | Compares the selected Flow to other versions in its History. It will also automatically produce Result data. | ||
Form Actions
| Action Name | Description | ||
|---|---|---|---|
| Edit | Opens the Form in the Form Designer | ||
| MANAGE | |||
| Copy | Copies the object and names the new copy. | ||
| Move | Moves the object to a different Designer Folder. | ||
| Delete | Deletes the Flow | ||
| Preview Form | Displays Form as it would appear for the end-user | ||
| Dependencies | |||
| Browse Dependencies | Displays previously declared dependencies for the object | ||
| Update Dependencies | Updates dependencies for the object | ||
| More | |||
| Set Name and Description | Sets the name and description of the Designer Element. | ||
| Get Form ID | Retrieves and displays the object's unique ID | ||
| Manage Tags | Opens a drop-down list that may create new tags or select pre-existing tags to be attached to the object. It is best used when compartmentally organizing large Projects. | ||
| Templates | |||
| Make Template | Create Templates for future iterations of the same element type. | ||
| Make Design Pattern | Make a Design Pattern for the Form. | ||
| Advanced | |||
| Set Owner | Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified. | ||
| View Inputs/Outputs | Displays inputs and outputs of the object similar to debugging results. | ||
| DEPLOYMENT | |||
| Import & Export | |||
| Import | Imports a Project and/or objects via .dec, .obj, and/or .zip file extensions. | ||
| Export Project | Export the entire Project that the selected item is a part of. | ||
| Export Single Item | Export the item only, not including the Project it is attached to. | ||
| Designer Repository* | |||
| Add to Project | Manually adds an object to a new Project or a pre-existing Project. | ||
| Checkout Project | Checks out Projects from the Repository server to be brought into another environment. | ||
| Open Repository Server | Opens the login window to the Repository server. | ||
| HISTORY | |||
| Open History Folder | Compares the selected Flow to other versions in its History. It will also automatically produce Result data. | ||
Rule Actions
| Action Name | Description | ||
|---|---|---|---|
| Edit | Opens the Rule in the Rule Designer. | ||
| MANAGE | |||
| Copy | Copies the object and names the new copy. | ||
| Move | Moves the object to a different Designer Folder. | ||
| Delete | Deletes the Rule. | ||
| Dependencies | |||
| Browse Dependencies | Displays previously declared dependencies for the object | ||
| Update Dependencies | Updates dependencies for the object. | ||
| More | |||
| Set Name and Description | Sets the name and description of the Designer Element. | ||
| Get Rule ID | Retrieves and displays the object's unique ID | ||
| Manage Tags | Opens a drop-down list that may create new tags or select pre-existing tags to be attached to the object. It is best used when compartmentally organizing large Projects. | ||
| View Integration Details | Opens the Integration Details Page for the Rule. | ||
| Templates | |||
| Make Template | Create Templates for future iterations of the same element type. | ||
| Make Design Pattern | Make a Design Pattern for the Form | ||
| Advanced | |||
| Set Rule Behavior | Displays a list of Rule Behaviors to assign to the Rule. | ||
| Set Owner | Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified. | ||
| View Inputs/Outputs | Displays inputs and outputs of the object similar to debugging results | ||
| RUN | |||
| Debug | |||
| Debug Rule | Opens the Rule in the Debugger | ||
| Add Unit Test | Creates a new unit test for the Rule | ||
| DEPLOYMENT | |||
| Import & Export | |||
| Import | Imports a Project and/or objects via .dec, .obj, and/or .zip file extensions. | ||
| Export Project | Export the entire Project that the selected item is a part of. | ||
| Export Single Item | Export the item only, not including the Project it is attached to. | ||
| Designer Repository* | |||
| Checkin | Checks in recent changes made to the Project to the copy stored on the repository. | ||
| Checkout | Checks out Projects from the Repository server to be brought into another environment. | ||
| Show All Recent Changes | Highlights any recent changes to all Projects made on the environment. | ||
| Revert Changes | Reverts any recent changes to a Project to the copy stored on the Repository. | ||
| Remove from Project | Manually removes an object from the Project. | ||
| Open Repository Server | Opens the login window to the Repository server. | ||
| HISTORY | |||
| Open History Folder | Compares the selected Rule to other versions in its History. It will also automatically produce Result data. | ||
Report Actions
| Action Name | Description | ||
|---|---|---|---|
| Edit | Opens the Report in the Report Designer. | ||
| Run | Runs the Report. | ||
| MANAGE | |||
| Copy | Copies the object and names the new copy. | ||
| Move | Moves the object to a different Designer Folder. | ||
| Delete | Deletes the Report. | ||
| Dependencies | |||
| Browse Dependencies | Displays previously declared dependencies for the object | ||
| Update Dependencies | Updates dependencies for the object. | ||
| More | |||
| Set Name and Description | Sets the name and description of the Designer Element. | ||
| Get Report ID | Retrieves and displays the object's unique ID. | ||
| Manage Tags | Opens a drop-down list that may create new tags or select pre-existing tags to be attached to the object. It is best used when compartmentally organizing large Projects. | ||
| View Integration Details | Opens the Integration Details Page of the Report. | ||
| Make Template | Create Templates for future iterations of the same element type. | ||
| Set Owner | Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified. | ||
| DEPLOYMENT | |||
| Import & Export | |||
| Import | Imports a Project and/or objects via .dec, .obj, and/or .zip file extensions. | ||
| Export Project | Export the entire Project that the selected item is a part of. | ||
| Export Single Item | Export the item only, not including the Project it is attached to. | ||
| Designer Repository* | |||
| Add to Project | Manually adds an object to the new Project or a pre-existing Project | ||
| Checkout Project | Checks out Projects from the Repository server to be brought into another environment. | ||
| Open Repository Server | Opens the login window to the Repository server. | ||
| HISTORY | |||
| Open History Folder | Compares the Report to other versions in its History. | ||
Page/Dashboard Actions
| Action Name | Description | ||
|---|---|---|---|
| Edit | Opens the Page in the Page Designer. | ||
| MANAGE | |||
| Copy | Copies the object and names the new copy. | ||
| Move | Moves the object to a different Designer Folder. | ||
| Delete | Deletes the Report. | ||
| Dependencies | |||
| Browse Dependencies | Displays previously declared dependencies for the object | ||
| Update Dependencies | Updates dependencies for the object. | ||
| More | |||
| Set Name and Description | Sets the name and description of the Designer Element. | ||
| Get Page ID | Retrieves and displays the object's unique ID. | ||
| Manage Tags | Opens a drop-down list that may create new tags or select pre-existing tags to be attached to the object. It is best used when compartmentally organizing large Projects. | ||
| Make Template | Create Templates for future iterations of the same element type. | ||
| Set Owner | Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified. | ||
| DEPLOYMENT | |||
| Import & Export | |||
| Import | Imports a Project and/or objects via .dec, .obj, and/or .zip file extensions. | ||
| Export Project | Export the entire Project that the selected item is a part of. | ||
| Export Single Item | Export the item only, not including the Project it is attached to. | ||
| Designer Repository* | |||
| Add to Project | Manually adds an object to the new Project or to a pre-existing Project | ||
| Checkout Project | Checks out Projects from the Repository server to be brought into another environment. | ||
| Open Repository Server | Opens the login window to the Repository server. | ||
| HISTORY | |||
| Open History Folder | Compares the Report to other versions in its History. | ||
Feature Changes
| Description | Version | Developer Task |
|---|---|---|
| After v8.16, users can only select a special Flow behavior: "User Action Flow [Folder Aware]" to pick on Add Flow as Action. | 8.16 | [DT-039164] |
For further information on the Portal, visit the Decisions Forum.
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