Subscribe

UiPath Action Center

The UiPath Action Center Guide

Lights :bulb+:, camera :movie-camera+:, Action Center :white-check-mark+:!

Managing Actions

Overview


📘

Note:

Make sure you have the right user permissions to view and manage actions.

For an overview on how to manage actions in Studio click here.
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 Users can 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.
    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.
    The currently assigned user is displayed at the top of the action page.

 

Reassigning Actions


Only Action Admin Users can 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.
    This operation unassigns the action from the previous user and assigns it to the one selected at step 4.

 

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. 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.
    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.
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.
The download is limited to 1000 entries.

 

Operations Summary


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

The Complete operation is available strictly for external actions.

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

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

Re-Assign
Unassign
Delete

Unassign

Unassigned

Assign to user
Assign to self
Delete
Complete

Assign to self
Complete

Completed

Delete

Updated about a month ago

Managing Actions


Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.