Overview
There are a few ways one can configure Actions for an account type. By default, when you add an action to an account type on its Actions tab, it shows up in the overflow menu at the very top of the account. You can set visibility or enablement setting per action to make it conditionally visible or disabled.
However, there are other ways you can add actions in a Layout. You can add a Button component in a layout and select an action to take when a button is clicked. You can also add an action in a Data Table Module so that you can take those actions on an object specified per row. A Button can use one of the Account actions you have configured or a system action. Module actions on a Data Table or Resource module can only use system actions, which are pre-built for each type of object.
When an action is configured on a module, it appears in a menu on each row of the module’s table. A reviewer selects a row and clicks the action, and the action runs on that row’s object. A success or failure notification appears once the action completes.
All data table modules and Resource modules can configure the following prebuilt System Actions:
| System Action | Supported object types |
|---|---|
| Update fields | Case, Account, Transaction |
| Update tags | Case, Account, Transaction, Inquiry, Report, Verification |
| Update queue | Case only |
| Flag issue | Inquiry, Verification, Report |
| Run report | Report only |
| Pause continuous monitoring | Report only |
| Resume continuous monitoring | Report only |
| Redact | Case, Account, Transaction, Inquiry, Report, Verification |
On an Account layout, configured Account actions can be attached to a Button component. Module actions on Data Table and Resource modules support system actions only.
Which layout modules support Actions?
Module Actions can be configured on the following module types:
- Data Table — any Data Table module with rows.
- Resource modules set to “table” view (powered by Data Table module) — the following Resource modules on an Account layout support actions when their view type is set to Table (not List):
- Inquiry
- Verification
- Report
- Transactions
- Account
- Cases (always displayed as a table)
On an Account layout, module actions are limited to system actions.
Resource modules in List view do not support module actions.
How to create a Module Action
- Go to Dashboard > Accounts > Types, then click the account type you want to edit.
- Click the module you want to add an action to (a Data Table, or a Resource module with “Table” view selected).
- In the right-side configuration panel, scroll down to the Actions section.
- Click the + button to add a new action.
- A new action entry appears. Select it to open the action editor panel.
- In the Action dropdown, choose a system action (Update fields, Update tags, Redact, etc.).
- Enter a Label. This is the button text reviewers will see.
- Optionally, configure Visibility rules to conditionally show or hide the action based on account or user context.
- Click Save at the top right to publish the change.
How to edit an existing layout module Action
- Go to Dashboard > Accounts > Types, then click the account type you want to edit.
- Click the module that contains the action you want to change.
- In the right-side configuration panel, find the Actions section. You’ll see a list of all configured actions for that module.
- Click the action you want to edit, which will open the action editor panel.
- Make your changes: update the Action.
- To remove an action entirely, click the X button next to it in the actions list.
- Click Save at the top right to publish the change.
System actions (Update fields, Update tags, Redact, etc.) currently only support Single selection mode. Multi-row dispatch for system actions is not yet available.
Plans Explained
Module Actions by plan
| Startup Program | Essential Plan | Growth Plan | Enterprise Plan | |
|---|---|---|---|---|
| Module Actions module | Limited | Limited | Limited | Available |