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UiPath Action Center

UiPath Action Center 指南

:bulb+:、摄像头 :movie-camera+:、Action Center :white-check-mark+:

管理操作

先决条件


  • Make sure you are in the correct Orchestrator folder.
  • You need to have the right user permissions to view and manage Actions.
  • Go to the Inbox tab.

Warning: You can only edit an Action that is assigned to yourself. Your Pending Actions are read-only for other users. Unassigned Actions are read-only for all users.

操作摘要


The tables below show the available operations for each action status and the user permissions that are needed.

我的操作视图

Here are all the available operations in the My Actions view (for Action Users):

Action statusMore options menu: available operationsPage header: available operations
PendingUnassign
Show similar actions
Edit labels
Edit properties (provided the user has the proper permissions)
Remove
Save
Forward
Unassign
Unassigned Assign to self
Show similar actions
Edit labels
Remove
Complete (variant A) *
Complete (variant A) *
Completed Show similar actions
Edit labels
Remove
-

*The Complete (variant A) operation is available for External Actions only.

“管理操作”视图

Here are all the available operations in the Manage Actions view (for Action Admin users):

Action statusMore options menu: available operationsPage header: available operations
Pending Reassign
Unassign
Show similar actions
Edit labels
Edit properties (provided the user has the proper permissions)
Remove
Unassign
Unassigned Assign to user
Assign to self
Show similar actions
Edit labels
Edit properties (provided the user has the proper permissions)
Remove
Complete (variant A)
Assign to self
Complete (variant A) *
Completed Show similar actions
Edit labels
Remove
-

*The Complete (variant A) operation is available for External Actions only.

 

Assigning actions as an Action User


To assign an Action to yourself:

  1. On the Unassigned tab, click the More options three black vertical dotsthree black vertical dots menu for the desired Action.
  2. 选择“分配给自己”

Assigning actions as an Action Admin User


All users, that have the required permissions for the specific folder, can be assigned an action. To assign an Action to another user:

  1. 确保您处于“管理操作”视图中。
  2. On the Unassigned tab, select the More options three black vertical dotsthree black vertical dots menu for the desired action.
  3. 选择“分配给用户”。“分配操作”窗口将打开。
  4. 从下拉列表中选择一个用户。

Additional information: The Assign to self operation is also available from the Action page header.

 

Unassigning actions as an Action User


To unassign an Action as an Action User:

  1. On the Pending tab, click the More options three black vertical dotsthree black vertical dots menu for the desired action.
  2. Select Unassign to remove the Action from your Pending Actions list.

Additional information: The Unassign operation is also available from the Action's page header.

Unassigning actions as an Action Admin User


The currently assigned user is displayed at the top of the Action page. To unassign Actions:

  1. 确保您处于“管理操作”视图中。
  2. On the Pending tab, click the More options three black vertical dotsthree black vertical dots menu for the desired Action.
  3. Select Unassign to remove the Action from the current user assignment.

 

重新分配操作


Only Action Admin users can perform the Reassign operation. To reassign an Action:

  1. 确保您处于“管理操作”视图中。
  2. On the Pending tab, click the More options three black vertical dotsthree black vertical dots menu for the desired action.
  3. Select Reassign to assign the Action to a different user. The Reassign Action window opens.
  4. 从下拉列表中选择一个用户。

Result: This operation unassigns the Action from the previous user and assigns it to the one selected at step 4.

 

Editing actions properties as an Action User


  1. On the Pending tab, click the More options three black vertical dotsthree black vertical dots menu for the desired Action.
  2. Select Edit properties to edit the Action properties. The Edit properties panel opens.
  3. Edit one or more properties, according to the new requirements.
  4. To save the changes you made, close the editing panel and click Save on the Save changes? window.

Editing actions properties as an Action Admin User


  1. 确保您处于“管理操作”视图中。
  2. On the Pending or Unassigned tab, click the More options three black vertical dotsthree black vertical dots menu for the desired Action.
  3. Select Edit properties to edit the Action properties. The Edit properties panel opens.
  4. Edit one or more properties, according to the new requirements.
  5. To save the changes you made, close the editing panel and click Save on the Save changes? window.

 

批量编辑操作


The Actions must be of type bulk form, and they must be generated by the same process version. Otherwise, the Bulk Edit button is disabled. To bulk edit Actions:

  1. From the Pending list, select the Actions you want to bulk edit.
  2. Click blue pencilblue pencil Bulk Edit at the end of the list. The Bulk Edit page opens.
  3. 在左侧面板中,将显示您可以批量编辑的表单属性。
    In this panel, you can edit form metadata, such as form title, Action catalogs, priority, etc.
  4. 右侧的面板中将显示您有权批量编辑的表单字段。
  5. Enter the new values and click the Save all icon.

Result: All selected Actions are saved with the new set of values.

批量完成操作


To bulk complete Actions:

  1. If your Form Actions have a button that triggers completion, provide the required input for completion and click the corresponding button in the form.
  2. A pop-up is displayed asking you to confirm the completion of multiple items. Click Confirm to complete the Actions with the same input, or Cancel to review the values or postpone the bulk completion.
  3. 系统将发送消息通知您批量完成是否成功。

Result: The completed Actions are moved to the Completed list.

Note: Actions edited or completed in bulk are visible in the Audit page of the corresponding Orchestrator tenant.

 

Displaying similar actions


Both Action Users and Action Admin Users can perform the Show similar actions operation.

👍

提示:

In the context of bulk editing, Actions generated by the same process, but with a different form layout, could not be bulk edited, as the Bulk Edit button gets deactivated.

To overcome this inconvenience, you have the option to display similar Actions, i.e., Actions generated by the same process and with the same form layout.

  1. On the Pending tab, click the More options three black vertical dotsthree black vertical dots menu for the desired Action.
  2. Select Show similar actions. The list gets filtered by similar Actions that can be bulk edited. You can apply further filters to the similar Actions list.
  3. Select the Actions you want to bulk edit and click blue pencilblue pencil Bulk Edit at the end of the list. The Bulk Edit page opens.

 

Adding labels to existing Actions


  1. On the Pending, Unassigned, or Completed tab, click the More options three black vertical dotsthree black vertical dots menu for the desired Action.
  2. Select Edit labels. The Edit labels window opens.
  3. Input the desired label name and press the Enter key. For example, create a label called "SAP", to faster identify SAP-related Actions.
  4. Click Save to associate the label to the Action whose ID and name are displayed in the Edit Labels window.

Note: You can add as many labels as you need to one Action.

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Adding labels to an Action inside the Edit Labels window.

Label duplicates

If you already have a list of previously created labels and you start typing a name in the Edit Labels window, a list with possible matches is displayed. Select one or multiple labels that meet your requirements or continue typing to create a new one. This operation prevents duplicating labels.

Labeling limitations

  • Label names cannot contain the following characters: <, >, %, &, \, ?, /, :.
  • You cannot track labels creation or removal in our current logs.
  • The following labels are proprietary UiPath Studio tags and you cannot define and use them on your objects: UiPathStudioProcess, UiPathStudioTest, UiPathStudioTask, UiPathStudioLibrary, UiPathObjects, UiPathActivities, UiPathStudioX, UiPathTestCases, UiPathEntities, UiPathWebServices, UiPathStudioTemplate, UiPathStudioLocalizedTemplate, C#, CSharp, VB, VisualBasic, GettingStartedTemplate.

 

Adding labels when creating an Action


To add a label when creating an Action, go to the Label input property field and type in the labels that you want to add for that specific Action that you are creating.

Displaying labels


The table below demonstrates the three ways available for displaying labels associated to a specific Action:

LocationHow toMentions
Edit Labels windowOpen the Edit Labels window for the desired action. All the associated labels are displayed. From this window, you can add or remove labels for the indicated Action.
Action summary panelSelect the desired Action and navigate to the corresponding Action summary panel. The Label field displays all the associated labels.
Unassigned, Pending, or Completed Action listsHover over the desired Action to display a pop-up listing all the associated labels.

Clicking in the Edit Labels window displays all the available Action labels. Select the labels that meet your requirements to associate them to the Action.

删除标签


To remove labels from an Action:

  1. Open the Edit Labels window for the desired Action
  2. Click the remove black xblack x button.
  3. 单击“保存”

Warning: To completely remove a label, you must remove it manually from all of its associated Actions.

 

删除操作


Only users with Delete permissions on Actions can perform deletions. All successful deletions are logged in the Orchestrator Audit page.

To delete pending, unassigned, or completed Actions go to the More options three black vertical dotsthree black vertical dots menu on the Action you want to delete, and click Remove.

Additional information: 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.

 

已转发操作


Both action users and action admin users can perform the Forward operation. The Forward operation is currently available only for Form Actions and Actions that are inside the My Actions pending list.

To forward an Action:

  1. 在“待处理”选项卡上,选择一个操作。
  2. On the Action page header, click Forward . The Forward Action window opens.
  3. 从下拉列表中选择一个用户。
  4. In the Comments field provide the context for forwarding the Action.

Note: All users granted the required permissions to the Action-containing folder are displayed in the drop-down list, and can be forwarded an Action.

 

保存操作


Both action users and action admin users can perform the Save operation. The Save operation is currently available only for Form Actions and Actions that are inside the My Actions pending list.

  1. On your own Pending tab, select an Action and provide some of the required input.
  2. On the Action page header, click Save .

Result: The Action is saved with the changes you made, and you can access it later to provide further input, or to complete it.

 

多选操作


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.

Warning: Switching between Action lists clears your selection.

 

下载操作


To download Actions, navigate to More options on an Action list and click Download Actions.

Result: 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 descending by priority and creation time.

约一个月前更新

管理操作


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