How to create Actions

Step-by-Step Guide

Step 1: Access the Actions Tool

From your Orchestrator's Home page, select the Actions tool. You can choose either of the two options shown in the image below.

Step 1: Two access points for the Actions tool on the Orchestrator Home page

Step 2: Open the Actions Workspace

You will be directed to a new window displaying all the Actions you have created (if any). To create a new Action, click the + button.

Step 2: Actions workspace with the + button to create a new Action

Step 3: Fill Out the Create Action Form

A new screen will open where you can enter general information for the new Action. Select the desired node for which the Action's configuration will take effect, fill in the Action name (preferably one that describes the Action), and optionally provide a description.

Step 3: Create Action form with node, name, and description fields

Step 4: Save the Configuration

Click the SAVE button to save your settings. You can now configure your Action however you need.

Step 4: Saved Action ready for further configuration

For more information on each action node and the sections of the Action configuration screen, see the Actions documentation article in the WHAT'S NEXT section below.