{"id":956,"date":"2016-09-21T15:44:43","date_gmt":"2016-09-21T03:44:43","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=956"},"modified":"2023-08-24T02:41:12","modified_gmt":"2023-08-24T02:41:12","slug":"a912","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a912\/","title":{"rendered":"Edit workflow action form"},"content":{"rendered":"<div class='content-column three_fourth'>This <a href=\"\/help\/a7\/\">popup<\/a> form can be accessed via the <a href=\"\/help\/wp-content\/uploads\/2023\/08\/edit_button.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-152\" src=\"\/help\/wp-content\/uploads\/2023\/08\/edit_button.svg\" alt=\"Edit button icon\" width=\"25\" height=\"23\" \/><\/a>edit button in the top header area of the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/action.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-323\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/action.svg\" alt=\"Actions icon\" width=\"24\" height=\"21\" \/><\/a>workflow action view page, as shown in Figure 1. Alternatively, you can access the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/edit.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-70\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/edit.svg\" alt=\"Edit icon\" width=\"22\" height=\"22\" \/><\/a>edit popup form via the  <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/threedot.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"actions_icons_img alignnone size-full wp-image-168\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/threedot.svg\" alt=\"Actions menu icon\" width=\"23\" height=\"22\" \/><\/a>actions column menu of the <strong>Workflow actions<\/strong> tab at the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/workflowstate.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-568\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/workflowstate.svg\" alt=\"icon_lifecyclestate\" width=\"16\" height=\"16\" \/><\/a>workflow state view page, as shown in Figure 2.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/edit_lifecycleaction_1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-8237\" src=\"\/help\/wp-content\/uploads\/2023\/08\/edit_lifecycleaction_1.png\" alt=\"\" width=\"246\" height=\"47\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 1 &#8211; Access via edit button<\/strong><\/p>\r\n<p style=\"text-align: center;\">\u00a0<a href=\"\/help\/wp-content\/uploads\/2023\/08\/edit_lifecycleaction_2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-8238\" src=\"\/help\/wp-content\/uploads\/2023\/08\/edit_lifecycleaction_2.png\" alt=\"\" width=\"681\" height=\"180\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 2 &#8211; Access via workflow actions tab<\/strong><\/p>\r\n&nbsp;\r\n<p style=\"text-align: left;\">This popup is shown in Figure 3 and is used to edit an existing <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/action.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-323\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/action.svg\" alt=\"Actions icon\" width=\"24\" height=\"21\" \/><\/a><a href=\"\/help\/a910\">workflow action<\/a>.<\/p>\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/edit_lifecycleaction_3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-8239\" src=\"\/help\/wp-content\/uploads\/2023\/08\/edit_lifecycleaction_3.png\" alt=\"\" width=\"765\" height=\"418\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 3 &#8211; Edit workflow action form\r\n<\/strong><\/p>\r\nThis form has the following fields:\r\n<table>\r\n<tbody>\r\n<tr>\r\n<th scope=\"row\">Context:<\/th>\r\n<td>This <em>read-only<\/em> field shows which workflow state this workflow action belongs to.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Order*:<\/th>\r\n<td>Edit the order number for this workflow action here. This indicates the order or appearance, if you would like to assign the next available reference automatically, click on the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/search.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-120\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/search.svg\" alt=\"Reference icon\" width=\"18\" height=\"21\" \/><\/a>&#8220;Next reference&#8221; icon next to this field.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Action type:<\/th>\r\n<td>This\u00a0<em>read-only<\/em> field shows which the type of this workflow action.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Description:<\/th>\r\n<td>Enter or edit the description for this workflow action here.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Action type specific fields:<\/th>\r\n<td>These bottom fields can be edited and will depend on the\u00a0<strong>action type\u00a0<\/strong>option that has been selected above.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Archived:<\/th>\r\n<td>Select this check box if you would like to assign this workflow action as archived.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\nOnce you are happy with your changes click the &#8220;<strong>Update workflow action<\/strong>&#8221; button at the bottom of the form. This will save your changes.\r\n\r\nClick the &#8220;<strong>Cancel<\/strong>&#8221; button if you want to discard your changes to this workflow action.<\/div>\r\n<div class='content-column one_fourth last_column'><h4>Related topics<\/h4>\r\n<ul>\r\n \t<li><a href=\"\/help\/a910\">Workflow actions<\/a><\/li>\r\n \t<li><a href=\"\/help\/a911\">Add workflow action form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a913\">Delete workflow action form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a914\">View workflow action page<\/a><\/li>\r\n<\/ul><\/div><div class='clear_column'><\/div>","protected":false},"excerpt":{"rendered":"<p><div class='content-column three_fourth'><\/div>  This popup form can be accessed via the edit button in the top header area of the workflow action view page, as shown in Figure 1. Alternatively, you can access the edit popup form via the  actions column menu of the Workflow actions tab at the workflow state view page, as shown<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":58,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-956","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Edit workflow action form - Psoda Help Centre<\/title>\n<meta name=\"description\" content=\"Read the documentation and learn how to use Psoda&#039;s Edit workflow action form\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.psoda.com\/help\/a912\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Edit workflow action form - 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