- Release notes
- Before you begin
- Getting started
- Installation and upgrade
- Activities
- Designing long-running workflows
- Start Job And Get Reference
- Wait For Job And Resume
- Add Queue Item And Get Reference
- Wait For Queue Item And Resume
- Create Form Task
- Wait For Form Task And Resume
- Resume After Delay
- Assign Tasks
- Create External Task
- Wait For External Task And Resume
- Complete Task
- Forward Task
- Get Form Tasks
- Get Task Data
- Add Task Comment
- Update Task Labels
- Actions
- About Actions
- Exploring actions
- Managing Actions
- Action Catalogs
- Processes
- Troubleshooting
Managing Actions
Make sure you:
- are in the correct Orchestrator folder, and
- have the right user permissions to view and manage actions.
For an overview on how to manage actions in Studio click here.
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.
Both action users and action admin users can perform the Assign operation.
- On the Unassigned tab, click More options () for the desired action.
- Select Assign to self.
- Make sure you are in the Manage Actions view.
- On the Unassigned tab, click More options for the desired action.
- Select Assign to user. The Assign Action window opens.
-
Select a user from the drop-down list.
Note:- 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.
Both action users and action admin users can perform the Unassign operation.
- On the Pending tab, click More options button for the desired action.
- Select Unassign to remove the action from your assignment.
- Make sure you are in the Manage Actions view.
- On the Pending tab, click More options for the desired action.
-
Select Unassign to remove the action from the current user assignment.
Note: The currently assigned user is displayed at the top of the action page.
Only action admin users can perform the Reassign operation, as follows:
Both action users and action admin users can perform the Edit properties operation. However, action users can edit the properties of their own Pending actions, whereas action admin users can edit the properties of either Pending or Unassigned actions.
You can edit the following action properties:
- Name
- Priority
- Action catalog
-
Comments
Note: The editing operation and the user performing it are visible on the Audit page of the corresponding tenant.
- On the Pending tab, click More options button for the desired action.
- Select Edit properties to edit the action properties. The Edit properties panel opens.
- Edit one or more properties, according to the new requirements.
- To save the changes you made, close the editing panel and click Save on the Save changes? pop-up.
- Make sure you are in the Manage Actions view.
- On the Pending or Unassigned tab, click More options for the desired action.
- Select Edit properties to edit the action properties. The Edit properties panel opens.
- Edit one or more properties, according to the new requirements.
- To save the changes you made, close the editing panel and click Save on the Save changes? pop-up.
Action users can perform the Bulk edit operation for the actions assigned to them.
- To enable bulk edit on actions, the corresponding forms must be created using the Bulk Form Designer, which is available starting with v1.3.0 of the UiPath.Persistence.Activities pack.
- Bulk editing is available only for actions with the same bulk form layout. You can bulk edit actions generated by different process versions only if the bulk form layout has not been modified between versions.
- You can bulk edit 100 actions at a time.
-
From the Pending list, select the actions you want to bulk edit.
Important: 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. - Click Bulk Edit at the end of the list. The Bulk Edit page opens.
-
In the panel to the left, the form properties you can bulk edit are displayed.
Note: In this panel, you can edit form metadata, such as form title, action catalogs, priority, etc. - In the panel to the right, the form fields you are allowed to bulk edit are displayed.
- Enter the new values and click on the Save all icon. All selected actions are saved with the new set of values.
If your form actions have a button that triggers the completion, provide the required input for completion and click the corresponding button in the form.
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.
A message informs you if the bulk completion was successful.
The completed actions are moved to the Completed list.
Both action users and action admin users can perform the Show similar actions operation.
In the context of bulk editing, actions generated by the same process, but with a different form layout, could not be bulked 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.
Labels (or tags) offer an optimal management of actions, through quick action identification and accurate action assignment. Together with action catalogs, action priorities, or action names, labels provide a more granular structure for actions. Therefore, action users and administrators can search, sort, or filter the Action Center inbox by specific labels, narrowing the list and the corresponding operations.
Both action users and action admin userscan perform the Edit labels operation, as long as they have the proper permissions set.
To see the required permissions to manage labels, check the Roles and permissions section.
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The table below demonstrates the three ways available for displaying labels associated to a specific Action:
Location |
How to |
Mentions |
---|---|---|
Edit Labels window |
Open 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 panel |
Select the desired Action and navigate to the corresponding Action summary panel. The Label field displays all the associated labels. | |
Unassigned,Pending, or Completed Action lists |
Hover 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.
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 Remove.
- 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.
Both action users and action admin users can perform the Forward operation.
The Forward operation is currently available only for the following scenarios:
- Actions containing forms
- Actions in your My Actions pending list
Both action users and action admin users can perform the Save operation.
The Save operation is currently available only for the following scenarios:
- Actions containing forms
- Actions in your own pending list
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.
To download actions, navigate to More options on an action list and click Download Actions.
csv
format. Otherwise, it downloads all the actions in the current list, ordered descendingly by priority and creation time.
The tables below show the available operations for each action status and the user permissions that are needed.
Here are all the available operations in the My Actions view (for Action Users):
Action status |
More options menu: available operations |
Page header: available operations |
---|---|---|
Pending |
Unassign 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 * |
Complete * |
Completed |
Show similar actions Edit labels Remove | NA |
*The Complete operation is available for External Actions only.
Here are all the available operations in the Manage Actions view (for Action Admin users):
Action status |
More options menu: available operations |
Page 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 |
Assign to self Complete * |
Completed |
Show similar actions Edit labels Remove |
*The Complete operation is available for External Actions only.
- Assigning Actions
- Assigning actions as an action user
- Assigning actions as an action admin user
- Unassigning Actions
- Unassigning actions as an action user
- Unassigning actions as an action admin user
- Reassigning Actions
- Editing Actions Properties
- Editing actions properties as an action user
- Editing actions properties as an action admin user
- Bulk Editing and Completing Actions
- Bulk editing actions
- Bulk completing actions
- Displaying Similar Actions
- Labeling Actions
- Label permissions
- Labeling Limitations
- Displaying labels
- Removing Labels
- Deleting Actions
- Forwarding Actions
- Saving Actions
- Multi-selecting Actions
- Downloading Actions
- Operations summary
- My Actions view
- Manage Actions view