Available Actions Pane

Overview


Actions (also known as activities or steps) are specific commands, procedures or instructions that are performed during task execution. A task consists of a series of actions that are assembled sequentially in order to perform a process. Each action represents one step in the process. Actions are assembled visually by dragging them from the Available Actions pane onto the Steps pane or by simply double-clicking the desired action. For more details, see Adding Task Steps.

The Available Actions pane is comprised of over 300 built-in actions and activities, which range from starting an application, opening a web page, focusing on a window, uploading or downloading files, sending and receiving e-mail, simulating mouse or keyboard activity and much more. The Available Actions pane contains two views separated by tabs titled 'Available Actions' (illustrated below) and My Actions pane.

Search for Action Dialog


The top section of the Available Actions window contains an intuitive search dialog that provides dynamic filtering, allowing you to enter all or part of an action's name and view only actions that contain matching text. The list is updated as you type.

To search for an action or activity:

  1. Click inside the search dialog box or press CTRL+SHIFT+F to automatically place the cursor inside the dialog box.

  2. Type all or part of the action name you want to search for. The list of relevant actions narrow as you type each letter.

  3. Use the UP or DOWN arrows to navigate to the desired action then press ENTER or click and drag the action to the Steps pane.

  4. To clear the search, click "X" located on the right side of the search dialog or press ESC.

Available Actions Right-click Menu

By default, AutoMate actions are placed in expandable folders that are categorized in a logical format inside the Available Actions window. Alternately, actions can be viewed individually (without the folders they typically reside in) in ascending or descending alphabetical order. All options that assist in locating and administering AutoMate actions as well as customizing the Available Actions window are contained in a pop-up menu that you can open by right-clicking a specific action or an empty spot inside the window pane.

Menu Item

Description

Add Step

Adds the selected action to the Steps pane and automatically places it at the end of the task. This option is available only when a right-click is performed on a specific action.

Insert Step

Inserts the selected action directly above the currently highlighted step in the Steps pane. This option is available only when a right-click is performed on a specific action.

Sort A to Z

Sorts the individual folders and/or actions in ascending or descending alphabetical order.

Categories

If enabled (checked), actions are placed in folders that are categorized in a logical format. If disabled (un-checked), folders are removed and actions appear individually in ascending or descending alphabetical order. This option is enabled by default.

Reset Available Actions

Removes all previous changes and resets the Available Actions window to its original format.

Expand All

Expands all categorized folders. This option is available only if the Categories option is enabled.

Collapse All

Collapses all categorized folders. This option is available only if the Categories option is enabled.

Add to Favorites

Adds the selected action to your Favorites list. This option is available only when a right-click is performed on a specific action.

Help (F1)

Opens the selected action's help topic. This option is available only when a right-click is performed on a specific action.

See Also

Editing a Task

Editing Task Steps