Actions

Add Actions to a task (Task Properties)

Actions are what happen when the user clicks the task button (example: lock, protect, save, update status).

1. On the canvas, click the task card (example: “Submit workbook”).

2. On the right panel, open Task Properties → Details.

3. You’ll see the current list of actions for that task.

4. Click Add New Action.

Fill “Add Task Action”

In the Add Task Action popup, enter:

• Action Type (required): Pick one action from the dropdown.

• If Enable Executables = FALSE, you’ll typically see options like:

  • Lock, Protect, Unprotect, Save, Remove Metadata, Update Status, Email, Execute XCall, Suggest Group, Publish to Spark

• If Enable Executables = TRUE, the list is limited to 4 actions only:

  • Save, Update Status, Email, Publish to Spark

• Action Name (required): A clear internal name (example: “Lock workbook”, “Send review email”).

• Supporting Text (optional): Helper text shown to the user (keep it short).

• Is Critical (optional toggle): Turn on if this action must succeed for the task to be considered successful.

• Payload Overridable (optional toggle): Turn on only if you want the payload to be editable/overridden.

• Error Message (optional): Message shown if the action fails (write it in customer-friendly language).

Click Add to save the action.

Manage existing actions

In Task Properties → Details, you can:

• Reorder actions (drag handle)

• Edit an action (pencil icon)

• Delete an action (trash icon)