Managing Actions

Note:

Make sure you:

• are in the correct Orchestrator folder context, and
• have the right user permissions to view and manage actions.

For an overview on how to manage actions in Studio click here.

Important: You can only edit an action that is assigned to yourself. Your assigned actions are read-only for other users. Unassigned actions are read-only for all users.

Based on the status of the action, there are two scenarios:

• Pending or unassigned actions—On either the Pending or Unassigned tab, select the corresponding action. The action is opened in the right-hand section. If the action is opened by the user to whom it has been assigned, it is editable and can be completed. If a different user opens it, it is read-only.
• Completed actions—On the Completed tab, select the corresponding action. The read-only action is opened in the right-hand section. Once completed, validation cannot be reverted.

To learn how to use validation station for document validation actions click here.

To learn how to use classification station for document classification actions in Orchestrator click here.

Assigning Actions

Both action users and action admin userscan perform the Assign operation.

Assigning actions as an action user

1. Make sure you are in the My Actions view.
2. On the Unassigned tab, click More options for the desired action.
3. Select Assign to self.

Assigning actions as an action admin user

1. Make sure you are in the Manage Actions view.
2. On the Unassigned tab, click More options for the desired action.
3. Select Assign to user. The Assign Action window opens.

4. Select a user from the drop-down list.

   Note:

   • All users granted the required permissions to the action-containing folder are displayed in the drop-down, and implicitly can be assigned an action.
   • The Assign to self operation is also available from the action page header.

Unassigning Actions

Both action users and action admin users can perform the Unassign operation.

Note: The Unassign operation is also available from the action's page header.

Unassigning actions as an action user

1. Make sure you are in the My Actions view.
2. On the Pending tab, click More options () button for the desired action.
3. Select Unassign to remove the action from your assignment.

Unassigning actions as an action admin user

1. Make sure you are in the Manage Actions view.
2. On the Pending tab, click More options for the desired action.

3. Select Unassign to remove the action from the current user assignment.

   Note: The currently assigned user is displayed at the top of the action page.

Reassigning Actions

Only action admin userscan perform the Reassign operation, as follows:

1. Make sure you are in the Manage Actions view.
2. On the Pending tab, click More options () for the desired action.
3. Select Reassign to assign the action to a different user. The Reassign Action window opens.

4. Select a user from the drop-down list.

   Note: This operation unassigns the action from the previous user and assigns it to the one selected at step 4.

Bulk Editing and Completing Actions

Action users can perform the Bulk edit operation assigned to them.

Important:

• To enable bulk edit on actions, the corresponding forms must be created using the Bulk Form Designer, which is available starting with v1.3.0 of the UiPath.Persistence.Activities pack.
• Bulk editing is available only for actions with the same bulk form layout. You can bulk edit actions generated by different process versions only if the bulk form layout has not been modified between versions.
• You can bulk edit 100 actions at a time.

Bulk editing actions

1. From the Pending list, select the actions you want to bulk edit.

   Important: The actions must be of type bulk form, and they must be generated by the same process version. Otherwise, the Bulk Edit button is disabled.
2. Click Bulk Edit at the end of the list. The Bulk Edit page opens.

3. In the panel to the left, the form properties you can bulk edit are displayed.

   Note: In this panel, you can edit form metadata, such as form title, action catalogs, priority, etc.
4. In the panel to the right, the form fields you are allowed to bulk edit are displayed.
5. Enter the new values and click on the Save all icon. All selected actions are saved with the new set of values.

Bulk completing actions

If your form actions have a button that triggers the completion, provide the required input for completion and click the corresponding button in the form.

A pop-up is displayed asking you to confirm the completion of multiple items. Click Confirm to complete the actions with the same input, or Cancel to review the values or postpone the bulk completion.

A message informs you if the bulk completion was successful.

The completed actions are moved to the Completed list.

Note: Actions edited or completed in bulk are visible in the Audit page of the corresponding Orchestrator tenant.

Deleting Actions

Only users with Delete permissions on Actions can perform deletions.

To delete pending, unassigned, or completed actions go to More Options on the action you want to delete, and click Delete.

Note:

• Make sure you resume the underlying process of the deleted action so that the workflow handles the Task not found exception. :fa-info-circle: With UiPath.Persistence.Activities v1.2, the process resumes automatically.
• All successful deletions are logged in the Orchestrator Audit page.

Forwarding Actions

Both action users and action admin users can perform the Forward operation.

Note:

The Forward operation is currently available only for the following scenarios:

• Actions containing forms
• Actions in your My Actions pending list

1. Make sure you are in the My Actions view.
2. On the Pending tab, select an action.
3. On the action page header, click Forward . The Forward Action window opens.
4. Select a user from the drop-down list.

5. In the Comments field provide the context for forwarding the action.

   Note: All users granted the required permissions to the action-containing folder are displayed in the drop-down, and implicitly can be forwarded an action.

Saving Actions

Both action users and action admin users can perform the Save operation.

Note:

The Save operation is currently available only for the following scenarios:

• Actions containing forms
• Actions in your My Actions pending list

1. Navigate to Actions on the left-hand menu.
2. Make sure you are in the My Actions view.
3. On the Pending tab, select an action and provide some of the required input.

4. On the action page header, click Save .

   The action is saved with the changes you made, and you can access it later to provide further input, or to complete it.

Multi-selecting Actions

To assign, unassign, or delete multiple actions, use the Multi-select Actions option. The available bulk operations are displayed at the bottom of the list.

Important: Switching between action lists clears your selection.

Downloading Actions

To download actions, navigate to More options on an action list and click Download Actions.

This operation downloads the current list of actions that meet the filters you applied, if any, in csv format. Otherwise, it downloads all the actions in the current list, ordered descendingly by priority and creation time.

Operations Summary

The tables below map the available operations to the action statuses and user permissions.

My Actions view

Here are all the available operations in the My Actions view:

Action status	More options menu: available operations	Page header: available operations
Pending	Unassign Delete	Save Forward Unassign
Unassigned	Assign to self Delete Complete	Complete
Completed	Delete

Note: The Complete operation is available strictly for external actions.

Manage Actions view

Here are all the available operations in the Manage Actions view:

Action status	More options menu: available operations	Page header: available operations
Pending	Reassign Unassign Delete	Unassign
Unassigned	Assign to user Assign to self Delete Complete	Assign to self Complete
Completed	Delete