Actions: The Fundamentals

Create and manage your Actions as described in the following sections:

• What is an Action?
• Create an Action
• Configure an Action
• View an Action
• Delete a Action

What is an Action?

Actions are the ordered steps a workflow will work through once triggered.

Add an Action to a Workflow

To add an Action to a workflow:

1. Open settings from the User menu.
2. Select Workflows from the Automation dropdown menu.
   
3. Click + Add New in the top right of the actions table within the detailed view of the workflow.
4. Fill out the required fields and hit Save.

Configure an Action

Setting	Description
Name	Name of the action
Type	Action type
Object	Target object for the action
Description	Description of the action
Workflow Sequence	Order in which the actions trigger within the workflow
Workflow ID	The workflow to which the action is attached
Active	Make the action active or inactive

Types:

1. Email - Generate an Email notification 
2. Field Update - Update a field within snapapp
3. SMS - Send a text notificatoin
4. Alert - Populate an in app alert
5. Integration - Call an integration endpoint 
6. Data Migration - Migrate data from an outside database
7. Insert - Insert a row into an object within snapapp
8. Document Generation - Generate a document based on data within snapapp
9. Pub/Sub Inbound - Create a pubsub inbound message
10. Pub/Sub Outbound - Create a pubsub outbound message
11. Delete - Delete a record in an object within snapapp

Types Based Settings:

View the action

To view the action configuration:

1. Open settings from the User menu.
2. Select Workflows from the Automation dropdown menu.
   
3. Select the workflow containing your action
4. Click on the action you wish to explore within the actions table

Delete an Action

To delete a Queue:

1. Open settings from the User menu.
2. Select Actions  from the Automation dropdown menu.
   
3. Search for the Action in the list that you want to delete.
4. Click the delete button. To see the delete button, you must have Delete options on the objects in one of the permission sets assigned to your user role.