- Release notes Cloud Action Center
- Getting started
- Introduction - Action Center
- Unified Pricing licensing
- Flex licensing
- Roles and permissions
- Access control
- Activities
- Designing long-running workflows
- Start Job And Get Reference
- Wait For Job And Resume
- Add Queue Item And Get Reference
- Wait For Queue Item And Resume
- Wait For Form Task And Resume
- Resume After Delay
- Assign Tasks
- Create External Task
- Wait For External Task And Resume
- Complete Task
- Forward Task
- Get Form Tasks
- Get Task Data
- Get App Tasks
- Add Task Comment
- Update Task Labels
- Create App Task
- Wait For App Task And Resume
- Configure task timer
- Actions
- Autopilot in Action Center - Preview
- Processes
- Notifications
- Audit
Action Center
The roles and permissions for Actions are set from Orchestrator.
Folder-level action permissions
The following table lists the folder-level permissions available for actions/tasks.
| Permissions | Behaviour |
|---|---|
| Actions View | Allows the user to view tasks. |
| Actions Create | Allows the user to create tasks. |
| Actions Edit | Allows the user to edit and complete tasks. |
| Actions Delete | Allows the user to delete tasks. |
| Action Assignment Create | Allows the user to assign tasks to any other user |
| Action Assignment Edit | Allows the user to reassign a task from one user to another. |
| Action Assignment Delete | Allows the user to unassign task from any other user |
| Action Assignment View | Non Functional |
| Action Self Assignment Create | Allows the user to assign tasks to themselves |
| Action Self Assignment Edit | Allows the user to forward tasks from themselves to another user |
| Action Self Assignment Delete | Allows the user to unassign tasks from themselves |
| Action Self Assignment View | Non-functional |
In order for the Robot to generate an Action, upload, download, and delete data from a storage bucket, it needs the appropriate permissions. Make sure the Robot role has been granted the following:
To create an action:
- View,Edit,Create on Actions
To assign an action:
- Create on Actions Assignments
To upload document data:
- View,Edit,Create on Storage Files
- View on Storage Buckets
To delete document data after downloading:
- View,Edit,Delete on Storage Files
- View on Storage Buckets
To generate actions in the context of a personal workspace folder and have them displayed in the Action Center inbox, the following permissions have been added as default:
- Create,View,Edit,Delete on Actions.
- Create,View,Edit,Delete on Action Catalogs.
- Create, Edit, Delete on Action Self Assignment.
We recommend defining the following roles for handling actions:
Document validation admin
As a validation admin, you see all the generated Document Validation Actions and assign them to users in the Manage Actions view.
The following permissions are required:
- View,Edit on Actions.
- View,Edit,Create,Delete on Storage Files.
- View on Storage Buckets.
- Edit,Create, Delete on Action Assignments.
- Edit, Create, Delete on Action Self Assignment.
-
View,Edit,Create on Action Catalogs.
Document validation user
As a validation user, you see all the form and Document Validation Actions assigned to you, and validate them in the My Actions view.
The following permissions are required:
- View,Edit on Actions.
- Edit, Create, Delete on Action Self Assignment.
- View,Edit,Create on Storage Files.
- View on Storage Buckets.
Document classification admin
As a classification admin, you see all the generated Document Classification Actions and assign them to users in the Manage Actions view.
The following permissions are required:
- View,Edit on Actions.
- View,Edit,Create,Delete on Storage Files.
- View on Storage Buckets.
- Edit,Create, Delete on Action Assignments.
- Edit, Create, Delete on Action Self Assignment.
-
View,Edit,Create on Action Catalogs.
Document classification user
As a classification user, you see all the form and Document Classification Actions assigned to you, and edit them in the My Actions view.
The following permissions are required:
- View,Edit on Actions.
- Edit, Create, Delete on Action Self Assignment.
- View,Edit,Create on Storage Files.
- View on Storage Buckets.
Action admin user
As an action admin, you see all the generated Form Actions and assign them to users in the Manage Actions view.
The following permissions are required:
- Edit, Create, Delete on Action Assignment.
- Edit, Create, Delete on Action Self Assignment.
- View,Edit,Create on Action Catalogs.
- View,Edit,Create,Delete on Actions.
To manage action labels, the following permissions are required:
- View,Create,Delete on Tags.
Action user
As an action user, you see all the Form Actions assigned to you, and edit them in the My Actions view.
The following permissions are required:
-
View,Edit,Create on Actions.
- Edit, Create, Delete on Action Self Assignment.
To manage action labels, the following permissions are required:
- View,Create,Delete on Tags.
Technical user
As a technical user, you handle External Actions.
The following permissions are required:
- Edit on Actions.
To manage action labels, the following permissions are required:
- View,Create,Delete on Tags.
We recommend defining the following roles for handling processes:
Queue process user
As a queue process user, you can generate forms to provide inputs to a queue.
The following permissions are required:
- View on Queues.
-
View,Edit,Delete on Transactions.
Job process user
As a job process user, you can generate forms to provide inputs to a job.
The following permissions are required:
- View on Processes.
-
View,Edit,Delete on Jobs.
Note:To trigger a process through file upload, you need the following permissions:
- View,Edit, Create on Storage Files.
- Folder-level permissions for actions or tasks
- Folder-level action permissions
- Robot role
- Personal workspace administrator role
- Custom roles - actions
- Document validation admin
- Document validation user
- Document classification admin
- Document classification user
- Action admin user
- Action user
- Technical user
- Custom roles - processes
- Queue process user
- Job process user
