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UiPath Action Center

The UiPath Action Center Guide

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Exploring actions

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Note:

Make sure you:

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

 

Accessing actions


To access actions, navigate to the Actions tab from the left-hand menu in Action Center.

 

Viewing actions


Action Center has two predefined views: My Actions and Manage Actions .
The Manage Actions view is usually enabled for the Action Admin User.
Each actions view displays the lists of Pending, Unassigned, or Completed actions available in the tenant and folder you have access to.

The action cards in an list display the summarized information about an action.
To view the action catalog you need View permissions on Action Catalogs.
To set an action catalog during the design phase (using the Create Form Task persistence activity), the catalog must be first defined in the corresponding Orchestrator folder.

Selecting an action card opens the action page to the right side of the action list.

 

Searching actions


To look for a specific action, use the following action properties in the search box:

  • Title
  • Catalog
  • Full ID
  • Assigned user

 

Checking actions history


To review the details of an action, access the Action Summary panel from More Options on the selected action page header.
The panel provides operations traceability by displaying details such as assigned users or other related changes.

 

Collaborating on actions


To give your opinion on an action, access the Comments panel from More Options on the selected action page header.
The panel is available for pending and unassigned actions and it allows you to comment on the selected action or see the comments from other users.

 

Admin Settings


The Actions Admin Settings page displays all the folders in your tenant and allows you to create or update Action Catalogs in every folder you have access to.

To access the Admin Settings page, click on the More Options menu from the top navigation bar of the Actions tab.

Action Catalogs

Action catalogs are action containers, where you can categorize your actions based on various criteria. The catalog in which an action resides is set at action creation using the task creation activities in Studio.
Action Catalogs cannot be deleted.

To create a new Action Catalog:

  1. Select the desired folder.
  2. Click Add New Catalog. The Create Catalog wizard opens.
  3. Enter a Name (mandatory) and a Description (optional) for your catalog.
  4. Click Create. The new catalog is display in the Action Catalog list of the selected folder.

To update an existing Action Catalog:

  1. Navigate to the hosting folder of the catalog.
  2. Select the action catalog you want to edit and click Edit .
  3. Modify the desired catalog fields.
  4. Click Save.

Updated 2 months ago

Exploring actions


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