Difference between revisions of "ATC/Current/AdminGuide/Action library"
From Genesys Documentation
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m (Reverted edits by Barbara.martin@genesys.com (talk) to last revision by Harleyvibes) (Tag: Rollback) |
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|DisplayName=Action Library | |DisplayName=Action Library | ||
|TocName=Action Library | |TocName=Action Library | ||
− | |Context=Learn how to | + | |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/ | + | [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=# | + | |structuredtext=#Click '''Admin''' > '''Altocloud''' > '''Action Library'''. |
− | #Use the tabs to switch between types of actions. | + | #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= | + | {{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= | + | |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= | + | #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 | + | |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 | + | #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= | + | |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 | + | |structuredtext=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. |
|Status=No | |Status=No | ||
}}{{Section | }}{{Section |
Revision as of 14:13, November 19, 2020
This topic is part of the manual Genesys Predictive Engagement Administrator's Guide for version Current of Genesys Predictive Engagement.
Contents
Prerequisites
Configure the following permissions in Genesys Cloud:
- Journey > Action Template > Add, Delete, Edit, View
View actions
- Click Admin > Altocloud > Action Library.
- Use the tabs to switch between types of actions.
- 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.
Action-specific columns
For some actions, the Action Library displays additional columns:
Add an action
- Click Admin > Altocloud > Action Library.
- Click the tab for the type of action you want.
- Click Create.
- Complete the instructions for your type of action:
- Build a content offer.
- [[ATC/Current/AdminGuide/Build_webhooks#CreateWebhook|]].
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.
- 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.ImportantAfter you publish an action, you can no longer edit it. You can, however, archive it if you no longer need it.
Edit an action
- 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.
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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