Action Manager Page (In Development)

The “Action Manager” page lists and manages all the actions integrated with third-party external systems, such as Email, Slack, Jira, ServiceNow and so on.

Create a new action #

There are two different ways to initiate an action under the query menu from the “Explore” page.

  • Initiation from the selected records: User can select one or more records from the result table on the “Explore” page and send these records to the Action Center
  • Initiation from the query itself: User can also send the query directly to the Action Center without selecting any records. The action center will process the query and include the query results automatically for certain actions

To initiate an action from the selected records:

  1. Select one or more records from the result table on the “Explore” page
  2. Click “Sent to Action Center” under the query menu and select “Send Data”
  3. Specify the action name and click “Sent”
  1. Select one or more integration systems for this action, and fill in the detailed configurations. For example, email integration will require the recipients’ email addresses, while ServiceNow integration will require ServiceNow’s host name, connection credentials, and target class table name.

To initiate an action from the query itself:

  1. For current active query in the query builder, click “Sent to Action Center” under the query menu and select “Send Query”
  2. For the saved queries in the “Query Management”, select one query to send and click “Sent to Action Center” under the “Action” menu
  1. Specify the action name and click “Sent”
  2. Similarly, select one or more integration systems for this action, and fill in the detailed configurations

Manage actions #

All actions initiated from the “Explore” page will be listed in the “Action Center” and organized by different integrations. User can review and manage each action on this page.

  • User can view the latest results for the actions under the “Result History”. For the action with scheduled queries, only the results from the most recent 10 runs will be saved under the “Result History” by default. This can be adjusted with the “Schedule Query Limit” option in the “System Setting” page
  • User can click “Run” to trigger the action, click “Stop” to stop the action, and click “Delete” to delete the action
  • User can click “setting” under the “Action Setting” to re-configure an action. For example, user can change the schedule time interval, modify the action name, select the data fields to be included in the action, and update other action configurations as needed.

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