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UiPath Action Center

The UiPath Action Center Guide

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Exploring actions

Prerequisites


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

 

Accessing actions


The Actions tab is displayed in Automation CloudTM after you enable the corresponding service.

To access Actions, navigate to the Actions tab from the left-hand menu in Automation Cloud.

 

Viewing actions in the Inbox tab


To view all your Actions or other users' Actions, go to the page header and select the Inbox tab. Selecting an Action card opens the Action page to the right side of the Actions list.

The Action cards in a list display the summarized information about an Action.

Note: To view the Action Catalog inside which an Action is stored in, you need View permissions on Action Catalogs.

Viewing pending and unassigned actions

In 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's assigned, it's editable and can be completed. If a different user opens it, it's read-only.

Viewing completed actions

In the Completed tab, select the corresponding Action. The read-only Action is opened in the right-hand section. Once completed, validation can't be reverted.

 

Viewing actions in the Overview tab


To check an overview of your Actions or other users' Actions, go to the page header and select the Overview tab. The dashboards inside the Overview tab offer information about:

  • How many Actions are Pending, Completed, or Unassigned, in a specified time, and based on their type or priority.
  • The average time it takes to complete an Action.
  • How a specific user handles its Actions, in a specified time.
  • How users handle their actions, based on the Action Catalog to which they belong.

Find out more about the Overview tab here

Viewing actions in UiPath Assistant


The My Actions section allows you to view and manage your Actions directly from UiPath Assistant. The My Actions section displays the total count of your Pending, Unassigned, and Completed Actions.

To view your Inbox from UiPath Assistant:

  1. Open UiPath Assistant.
  2. Go to My Actions.
  3. Select one out of the three action tiles: Pending, Unassigned, or Completed.

Result: A separate UiPath Assistant window opens, where you get an exact replica of the Action Center experience.Find out more about actions inside UiPath Assistant here.

 

Searching actions


To search a specific Action, go in the Inbox tab and use the following Action properties inside the search box:

  • Title
  • Action Catalog
  • Full ID
  • Assigned user.

 

Filtering and sorting actions


To filter Actions:

  1. Select the Filter icon alt text. The filtering window opens and there are two operations available: filtering and sorting.
  2. Hover over a filtering or sorting operation.
  3. Select the desired filters.
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Filtering and sorting my Actions.

Removing Filters

To remove filters individually, select the black x icon next to each filter.

To remove all filters, select Clear all in the Actions panel.

 

Checking actions history


To review the details of an Action:

  1. Select the desired Action card.
  2. Go to the page header and select the More Options menu.
  3. Select Action summary from the dropdown list.

Result: The Action summary panel opens to the right. 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:

  1. Select the desired Action card.
  2. Go to the page header and select the More Options menu.
  3. Select Comments from the dropdown list.
  4. Type in your comment inside the Add Comment field.
  5. Select Add Comment.

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 3 months ago

Exploring actions


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