Difference between revisions of "ATC/Current/AdminGuide/Action library"

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m (Reverted edits by Barbara.martin@genesys.com (talk) to last revision by Harleyvibes)
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|DisplayName=Action Library
 
|DisplayName=Action Library
 
|TocName=Action Library
 
|TocName=Action Library
|Context=Learn how to create a collection of {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_content_offers|display text=content offers}} and {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_webhooks|display text=webhooks}} that you can use with {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_action_maps|display text=action maps}}.
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|Context=Learn how to build a collection of {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_actions_and_action_maps|display text=actions}} that you can use with {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_action_maps|display text=action maps}}.
 
|ComingSoon=No
 
|ComingSoon=No
 
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Prereq='''Prerequisites'''
 
|Prereq='''Prerequisites'''
  
[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud:]
+
[https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in Genesys Cloud:]
  
 
*'''Journey''' > '''Action Template''' > '''Add''', '''Delete''', '''Edit''', '''View'''
 
*'''Journey''' > '''Action Template''' > '''Add''', '''Delete''', '''Edit''', '''View'''
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|Media=Image
 
|Media=Image
 
|image=ActionLib1.png
 
|image=ActionLib1.png
|structuredtext=#In Admin in Genesys Cloud, open the '''Action Library''' page.
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|structuredtext=#Click '''Admin''' > '''Altocloud''' > '''Action Library'''.
#Use the tabs to switch between types of actions.
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#Use the tabs to switch between types of actions.<br />
 
#To sort the list, click the ascending/descending arrow next to the heading by which you want to sort.
 
#To sort the list, click the ascending/descending arrow next to the heading by which you want to sort.
 
#To see the details of an action, click its row.<br />
 
#To see the details of an action, click its row.<br />
{{NoteFormat|{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_web_chats|display text=Web chat}}, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_web_messaging|display text=web messaging}}, and {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AboutArchFlows|display text=Architect flow actions}} do not appear in the Action Library.|}}
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{{NoteFormat|{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Chat_offers}} and {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AboutArchFlows|display text=Architect flow actions}} do not appear in the Action Library.|}}
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|Media=Image
 
|Media=Image
 
|image=ActionCreate.png
 
|image=ActionCreate.png
|structuredtext=Select the type of action that you want and then complete the instructions for that action type:
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|structuredtext=#Click '''Admin''' > '''Altocloud''' > '''Action Library'''.
 
+
#Click the tab for the type of action you want.
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Content_offers|anchor=CreateOffer|display text=Create a content offer}}.
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#Click '''Create'''.
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Build_webhooks|anchor=CreateWebhook}}.
+
#Complete the instructions for your type of action:
 +
#*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Content_offers|anchor=CreateOffer|display text=Build a content offer}}.
 +
#*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Build_webhooks|anchor=CreateWebhook}}.
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|Media=Image
 
|Media=Image
 
|image=ActionDuplicate.png
 
|image=ActionDuplicate.png
|structuredtext=When you duplicate an action, {{MINTYDOCSPRODUCT}} creates an exact copy of the action. The name of the copied action includes -COPY. Change the name of the duplicate action as needed.  
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|structuredtext=When you duplicate an action, {{MINTYDOCSPRODUCT}} creates an exact copy of the action. The name of the copied action includes -COPY.
  
If the action is not ready for use with action maps, '''save it as a draft'''. Otherwise, save and publish the action. {{NoteFormat|After you publish an action, you can no longer {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=EditAction|display text=edit it}}. If you no longer need the action, you can archive it.|}}
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#Click '''Admin''' > '''Altocloud''' > '''Action Library'''.
 +
#Click the tab for the type of action you want.
 +
#Click the action you want to duplicate.
 +
#Next to '''Edit''', click the arrow.
 +
#Then click '''Duplicate.'''
 +
#If necessary, change the name of the new action.
 +
#Do one of the following:
 +
#*Click '''Save as draft''' if the action is not ready for use with action maps.
 +
#*Click '''Save and publish''' if the action is ready for use with action maps.{{NoteFormat|After you publish an action, you can no longer {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=EditAction|display text=edit it}}. You can, however, archive it if you no longer need it.|}}
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|Media=Image
 
|Media=Image
 
|image=SpaBooking1.png
 
|image=SpaBooking1.png
|structuredtext=You can only edit actions that you saved as a draft.
+
|structuredtext=#Click '''Admin''' > '''Altocloud''' > '''Action Library'''.
 +
#Click the tab for the type of action you want.
 +
#Click the action you want to edit.
 +
#Click '''Edit'''.
 +
#Update the action details and click '''Save'''.
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|Media=Image
 
|Media=Image
 
|image=Save.png
 
|image=Save.png
|structuredtext=When you create an action, you can save it as a draft or save and publish it.
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|structuredtext=When you create an action, you can save it as a draft or save and publish it:
  
*To continue editing it later, save it as a '''draft'''.
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*Do you want to continue editing it later? If yes, save it as a '''draft'''.
*To make it available for use with an action map, '''publish''' it. You cannot edit a published action.
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*Do you want to make it available for use with an action map? If yes, '''publish''' it.
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section

Revision as of 14:13, November 19, 2020

Learn how to build a collection of actions that you can use with action maps.

Prerequisites

Configure the following permissions in Genesys Cloud:

  • Journey > Action Template > Add, Delete, Edit, View

View actions

  1. Click Admin > Altocloud > Action Library.
  2. Use the tabs to switch between types of actions.
  3. To sort the list, click the ascending/descending arrow next to the heading by which you want to sort.
  4. To see the details of an action, click its row.
Important
Create a web chat offer and Architect flow actions do not appear in the Action Library.

Action-specific columns

For some actions, the Action Library displays additional columns:

Add an action

  1. Click Admin > Altocloud > Action Library.
  2. Click the tab for the type of action you want.
  3. Click Create.
  4. Complete the instructions for your type of action:

Duplicate an action

When you duplicate an action, Genesys Predictive Engagement creates an exact copy of the action. The name of the copied action includes -COPY.

  1. Click Admin > Altocloud > Action Library.
  2. Click the tab for the type of action you want.
  3. Click the action you want to duplicate.
  4. Next to Edit, click the arrow.
  5. Then click Duplicate.
  6. If necessary, change the name of the new action.
  7. Do one of the following:
    • Click Save as draft if the action is not ready for use with action maps.
    • Click Save and publish if the action is ready for use with action maps.
      Important
      After you publish an action, you can no longer edit it. You can, however, archive it if you no longer need it.

Edit an action

  1. Click Admin > Altocloud > Action Library.
  2. Click the tab for the type of action you want.
  3. Click the action you want to edit.
  4. Click Edit.
  5. Update the action details and click Save.

Save an action: draft or publish

When you create an action, you can save it as a draft or save and publish it:

  • Do you want to continue editing it later? If yes, save it as a draft.
  • Do you want to make it available for use with an action map? If yes, publish it.

Action statuses

At any time, you can change the status of an action by editing it.

Status Description Use with action maps? Editable?
Published The action is complete. Yes No
Draft The action is still under construction. No Yes
Archived The action is no longer available for use with new action maps.

The action continues to work with any action maps that already use it.

Only for action maps that already use it. No

Archive an action

After you create an action, you cannot delete it. Instead, edit the action and change its status to archived.
Important
To ensure that no user sees an action after you archive it, be sure to deactivate any action map that uses it.

Troubleshoot

See the following articles for troubleshooting information:

  • [[ATC/Current/AdminGuide/Troubleshoot|]]
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