To Create a New Action, navigate to the actions page and click the “Create New Action” button located in the top right corner of the page.
The “Create New Action” page requires three pieces of information:
The Name to be used for the Action.
The Selection to be used for the Action.
The Update that is to be used for the Action.
To name the Action simply click in the “Name your action” textbox and enter in the desired name.
To select a Selection, click in the “Choose Selection” textbox to toggle a selection menu to the right-hand side.
The Selection menu allows the user to choose an existing selection or to create a new selection. Creating a new selection will be discussed in detail in another video.
To Search for a selection within the existing selections available, simply click in the “Search Selection” textbox and enter a part of, or the entire name of a selection.
For selections that are used frequently, a pinning option is available to keep any given selections pinned to the top of the list.
Once the desired selection is found, clicking the select button will load the selection information into the menu on the left-hand side. If the selection needs to be changed, clicking the remove button will remove the selection and provide the opportunity to re-select.
Like the previous process, to choose an update click in the “Choose Update” textbox to toggle the update menu to the right-hand side.
The update menu allows the user to choose an existing update or to Create a New Update. Creating a new update will be discussed in detail in another video.
To search for an update within the existing updates available, simply click in the “Search Update” textbox and enter a part of, or the entire name of an update.
For updates that are used frequently, a pinning option is available to keep any given updates pinned to the top of the list.
Once the desired update is found, clicking the select button will load the update information into the menu on the left-hand side. If the update needs to be changed, clicking the remove button will remove the update and provide the opportunity to re-select.
When all the fields have been filled in, click the add action button to complete the process.