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Actions provide a large range of critical automation functions in  

, such as sending emails, updating records, importing/exporting data, and managing document requirements like OCR and document comparison. Actions are designed for use in other components such as Rules and Action Buttons, or within other actions, like If-Then-Else actions. Combining multiple actions and conditions strategically makes it easy to carry out complex system operations. 

Creating and Managing Actions

You can create and manage actions from several places in the system are used in rules and action buttons to automate repeated actions in the system, like sending notifications or updating related fields and records. When you create an action for a rule or a workflow transition, it is added to the library of actions for that table and is then available for reuse by other rules and workflow transitions. The Actions wizard can be accessed from any of the following paths:

  • In the Actions tab of the the Table wizard
  • In When creating a rule, in the Action tab of the Rule wizard.  
  • In the Fields General tab of the Table wizard, when creating a new Action Button field type wizard, select Execute Actions > Add Action
  • From Setup > Rules > new or edit > Action tab.

Each action type is displayed as a button on the screen. Click Create <action type> to open its specific wizard.  The wizard details will vary by action type. 

The available action types include:


  • , edit an existing rule or create a new rule, and then click the Action tab
  • In the If-Then-Else action wizard, click Add Action

From the Actions screen, you can create a new action by clicking the button for the action type. To edit an existing action, select it in the Actions Library at the bottom of the screen and click Edit.

Actions Library

Once actions are created and stored in the Actions Library, you can reuse them in other rules or actions in the same table, or through linked record actions from other tables.

In the Actions Library, action names are prefixed with a letter denoting the action type. The ext prefix is used for multiple different actions.

For more information about specific action types, see:

Children Display

Naming Actions

When creating new actions in your system, it is important to follow a consistent naming convention. Use enough detail to make it easy for another administrator to find the action and identify its purpose from the name. For example, some of the default system actions use the following naming conventions: 

Email Action

Email [recipients] of [condition]

  • Email Contract Manager Team of New Contract
  • Email Contract Owner of Upcoming Ins Cert Expiration

Update Fields Action

Set [field] to [value] or Update [field]

  • Set Contract Status to Active from DS
  • Set Alert Color to Default
  • Update Demo Dates

If-Then-Else Action

[Description of collection of conditions]

  • Create Actions for Document Approvals
  • All Change Approval Edit Actions

Action Permissions

Actions act with admin-level permissions and override user settings, so make sure to restrict access to the component used to run the action. For example, use visibility conditions to hide Action Buttons from users who shouldn't run the attached actions. Design guard rails to prevent users from running actions accidentally or inappropriately. 

For more information, see Action Button Permissions.  


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