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Custom Actions

You can create a custom action tailored to your specific needs by combining existing actions. This can be convenient when creating future workflows.

Creating a custom action​

Use any action or subflow as the base of a custom action. Note: The 'If', 'If else', 'For Each', 'Variable', 'Wait', 'Note', and 'End Run' actions cannot be customized.

  1. In the Edit mode, create a step, using relevant parameters that you wish to save as a custom step.

  2. On the right-hand side of the step, click Thumbnail > Save as custom action. A New custom action dialog window opens.

    Thumbnail

  3. Define a New action name, select a Vendor or create a new one, and enter a description.

    Thumbnail

  4. Click Create. The new action appears in the actions list under the vendor you selected, available for all users of the current workspace.

Editing a custom action​

  1. On the right-hand side of the step, click Thumbnail > Edit custom action.
    OR
    On the left-hand side of the Edit mode, in the action panel, click Thumbnail > Edit custom action metadata. An Edit custom action dialog window opens.
  2. Edit the New action name, select a different Vendor, or change the description.
  3. Click Update. The updated action appears in the actions list under the vendor you selected, available for all users of the current workspace.

Using a custom action​

When creating a Workflow in the Edit mode, create a step using a custom action the same way as creating a regular step:

  • Drag and drop: To use a custom action, drag and drop the Action onto the canvas from the Action panel. At the top of the panel you can see the flow control actions and beneath them a list of external service providers. To see the available Actions, open a service.
  • Inline adding: Click on the box in the middle of the canvas. Search for the custom action in the search bar and select it.