Action Center
2023.10
true
Action Center
Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Jun 27, 2024

About actions

Actions are tasks that users are assigned to and that users can complete when dealing with long-running workflows. and user intervention is required before proceeding to the next step in the workflow.

Check the Working with long running workflows page for an overview of long-running workflows

Action statuses

The following Action statuses are available:

  • Unassigned—The Action has been generated and hasn't been assigned to any user.
  • Pending—The Action has been assigned and awaits user validation.
  • Completed—The Action has been validated and completed. Once completed, validation cannot be reverted.

Action views

The Action views display the lists of Pending,Unassigned, and Completed Actions available in the tenant and the folder that you have access to.

Action Center has two predefined views for Actions:

  • My Actions - enabled for all Action users. Allows you to manage your Actions only.
  • Manage Actions - usually enabled for an Action Admin User. Allows you to manage both your Actions, and other users' Actions.

Action filtering operations

The table below describes the filtering operations that are available for Actions, inside the Inbox tab.

Filter by

Description

Priority

Show Actions based on their priority status.

Time

Show Actions based on the time when they were created.

Type

Show Actions based on their type: Form, External, Document Validation, Document Classification. To learn more about action types, see the Action Types section.

Action Catalog

Show Actions based on the Action catalog they are linked to.

Label

Show Actions based on the labels that they have.

Forwarded Actions

For the My Actions view, show Actions forwarded to the current user only.

For the Manage Actions view, show Actions forwarded to all users only.

Action sorting operations

The table below describes the sorting operations that are available for Actions, inside the Inbox tab.

Sort by

Description

Priority (High to Low)

Sort actions based on their priority status, from High (Critical) to Low.

Time

Sort actions based on the time when they were created, from newest to oldest.

Type

Sort actions based on their type. Sort them in:

Ascending order (Forms,External,Data Labeling,Document Validation,Document Classification)

OR Descending order (Document Classification,Document Validation,Data Labeling,External,Form).

Action Catalog

Sort actions based on the name of the Action catalog they are linked to. Sort the names in Ascending (A to Z) or Descending (Z to A) order.

Editing actions properties

Both Action Users and Action Admin Users can perform the Edit properties operation. However, Action Users can edit the properties of their own Pending actions, whereas Action Admin Users can edit the properties of either Pending or Unassigned Actions.

You can edit the following Action properties:

  • Name
  • Priority
  • Action catalog
  • Comments.
Note: The editing operation and the user performing it are visible on the Audit page of the corresponding tenant.

Bulk editing and completing actions

Action Users can perform the Bulk edit operation for the Form Actions assigned to them.

Important:
  • To enable bulk edit on Actions, the corresponding Form Actions must be created using the Bulk Form Designer, which is available starting with v1.3.0 of the UiPath.Persistence.Activities package.
  • 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 a maximum of 100 actions at a time.

Labeling actions

Labels (or Tags) offer optimal management of Actions, through quick Action identification and accurate Action assignment. Together with Action catalogs, action priorities, or action names, labels provide a more granular structure for actions. Therefore, action users and administrators can search, sort, or filter the Action Center inbox by specific labels, narrowing the list and the corresponding operations.

Label permissions

Both Action Users and Action Admin Users can perform the Edit labels operation, as long as they have the proper permissions set.

To see the required permissions to manage labels, check the Roles and permissions section.

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