Make sure you:
- are in the correct Orchestrator folder context, and
- have the right user permissions to view and manage actions.
The Actions tab is displayed after you enable the corresponding service.
To access actions, navigate to the Actions tab from the left-hand menu in Automation Cloud.
Action Center has two predefined views for actions: 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.
To look for a specific action, use the following action properties in the search box:
- Full ID
- Assigned user
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.
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.
Updated about a month ago