Exit
  • Global community
    • Language:
      • Deutsch
      • English
      • Español
      • Français
      • Português
  • 日本語コミュニティ
  • 한국 커뮤니티
0

Edit a shared action in Cp9

Community Beginner ,
Apr 11, 2016 Apr 11, 2016

I created a shared action and attached it to the Submit button on four knowledge questions. Now I want to edit it to add some actions, but I can't figure out how to open it for editing. Under Project > Advanced Actions, I don't see it in the list, so I can't open it there. I do see it at the end of the Library list, but when I look at the properties of the shared action, the Edit button is unavailable. I thought maybe that was because it was in use, so next I disattached it from the four Submit buttons. That didn't work, and when I check its usage, it says it is still attached to the buttons. How can I add actions to my shared action?

2.1K
Translate
Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines

correct answers 1 Correct answer

Community Expert , Apr 11, 2016 Apr 11, 2016

It is not possible to edit a shared action. You can open the shared action as template for a new action: templates are under the button 'Blank', top left of the Advanced actions dialog box. Edit the action, and save it again as shared action. It is too cumbersome, I know, so I advice to log a feature request for a more easy work flow. I did.

Translate
People's Champ ,
Apr 11, 2016 Apr 11, 2016

You can't edit a shared action and have it's changes applied to the actions created from it.

You'll have to edit each of those actions separately or create a new shared action from a newly edited one.

Translate
Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
Community Expert ,
Apr 11, 2016 Apr 11, 2016

It is not possible to edit a shared action. You can open the shared action as template for a new action: templates are under the button 'Blank', top left of the Advanced actions dialog box. Edit the action, and save it again as shared action. It is too cumbersome, I know, so I advice to log a feature request for a more easy work flow. I did.

Translate
Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
Community Beginner ,
Apr 11, 2016 Apr 11, 2016

That's one place I didn't think to look. It was a good (but clunky) solution. I think these instructions should be added to the Help ! topic on creating shared actions--a paragraph on making changes.

Translate
Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
Community Expert ,
Apr 11, 2016 Apr 11, 2016
LATEST

I blogged several times about shared actions, and started to blog many years ago to fill in the (many?) gaps in the Help documentation. Understand totally what you mean:

Dare to Share - part 1 - Captivate blog

Dare to Share - part 2 - Captivate blog

there is more..

Translate
Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
Resources
Help resources