Action management

We will automatically perform an Action when criteria of a condition have been met. This page explains how to manage actions on your site.

Creating actions

To create an action, please follow these steps:

1) Select the relevant action type from the drop-down box and click “Go”.

(Click here to learn about the different action types)

2) Click “Add new action”.

Managing actions

Actions created on your MyST user account can be managed by clicking the “Manage actions” tab above the table.

Please be aware that conditions and actions can only be managed by the users that created them.

This tab will list any actions configured on your account (if you have no actions configured, it will prompt you to create your first).

Viewing further details

Actions are listed in a table with [+] icons to the left of each one. Clicking the [+] icon will cause the action to expand in order to display its properties. When finished, you can click the [-] icon to collapse the action, hiding the properties from view.

Clicking the [+] icon in the header row expands all actions at once. Subsequently clicking the [-] icon in the header row will collapse all actions at once, returning the table to its original state.

Modifying actions

To modify the properties of an action, click the action name in the table.

You can only modify actions your MyST user account has created.

You will be presented with a page that allows you to modify the action.

Actions in use

When modifying an action that is being used by an active rule, a yellow warning is shown at the top of the page. This lists the number of rules that will be affected by the changes made, and their associated Trust Payments sitereference(s).

Deleting actions

Using the checkboxes to the right of each action, you can select actions for deletion.

When you have selected the actions you would like to delete, press the “Delete” button. You will be shown a confirmation prompt before deleting an action(s). You can only delete actions that are not part of an existing rule.

Deleting “IN USE” actions

Actions that are part of an existing rule are highlighted with the words “IN USE” in the “Delete” column. In order to delete these actions, you must first delete the rules that are using the actions in question.

Finding out which sites are using “IN USE” actions

In order to find which sites have rules using “IN USE” actions, click the action name from the table under the “Manage actions” tab to access the modify action page. The number of rules using the action and the sitereference(s) with which these rules are associated are shown in the yellow warning message at the top of the page.