Creating and Managing Action Maps

Note: Action maps is an optional component. If it has not been installed, the Action Maps page will be empty.

Action Maps are created and managed from the Action Maps workspace.

Actions Maps are defined by General information (such as name and description) and the Action Map definition which determines the rule and action pairs (see Action Maps).

Creating Action Maps

Once created, Action Maps are applied using the Apply Action Maps task (see Apply Action Maps Task).

Create an Action Map

1. Navigate to the Action Maps page.

2. Within the Navigation Pane, select the folder in which you want to create a new action map.

3. Select New > ActionMap.

   A new action map will be created with a default name "New Action Map [n]".

4. Within the General tab, use the Name field to enter a new name for the action map.

   Once you have typed a name, click outside of the text field to ensure it will be saved.

5. Click Save.
6. From the Action Map tab, repeat the following steps to add as many rule/action pairs as required:

   1. Select a rule from the Rules list.

   2. Select an action from the Actions list.

      Note: It is possible to map a Rule with a folder of Actions. However, it is not possible to map a folder of Rules with an Action, or a folder of Rules with a folder or Actions.

   3. Click to add the pair to the Action Map list.

7. Once all rule/action pairs have been created, specify their order in the action map by using to move a pair up, or to move a pair down.
8. Click Save.

Moving and Deleting Action Maps

Action maps can be moved or deleted using the Navigation Pane.

Note: You cannot use keyboard shortcuts such as Ctrl+C to move or copy items.

Note: To move or copy into the top level, select the title of the list of items as your target folder.

Copy an Action Map

1. Navigate to the Action Maps page.

2. Within the Navigation Pane, select the action map to be copied.

3. Select Edit > Copy, or right-click on the action map and select Copy.

4. Select the target folder (in which to place the copied action map).

5. Select Edit > Paste, or right-click on the target folder and select Paste.

Move an Action Map

1. Navigate to the Action Maps page.

2. Within the Navigation Pane, select the action map to be moved.

3. Select Edit > Copy, or right-click on the action map and select Cut.

4. Select the target folder (in which to place the action map).

5. Select Edit > Paste, or right-click on the target folder and select Paste.

Delete an Action Map

1. Navigate to the Action Maps page.

2. Within the Navigation Pane, select the action map to be deleted.

3. Select Edit > Delete, or right-click on the action map and select Delete.

4. In the confirmation box that appears, click OK.

5. The action map is moved to the recycle bin.

   Note: If the recycle bin already contains an item of this name, a suffix is added to make the name unique.

   Note: You cannot delete an item if a shortcut has been defined for it and still remains in the navigation pane.

   Note: You cannot delete an item if it is associated with a session.