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11.9. Using Named Actions

Certain actions may be needed at multiple points during an eForm's life cycle. Instead of repeatedly defining the same action multiple times, you can create a named action.

Named actions are saved action configurations that can be easily reused. They can also be used as templates when you are creating a new action, allowing for faster action creation.  

Creating a Named Action

Named actions are created by opening an existing action and saving it with a specific name.

Important: Only actions that have editable settings can be saved as named actions.

  1. Click the arrow button  that corresponds to the action you want to name.
  2. Select edit from the menu that appears.
    Note: If no edit option is available, the action cannot be saved as a named action.
    In the following example, the close action has been accessed.
  3. On the action's edit dialog box, click the save with name option.

    The Save name dialog box appears.
  4. Type a unique name for the action in the Name text box. 
  5. Click save.
    You are returned to the actions list. Notice that the action you named now uses the name you specified, but also still shows the original, default name in italics. For example: Exit the Form close 
     

Using Named Actions to Populate New Actions

You can automatically populate the action's settings using the settings defined for a previously created, named action. This feature allows you to quickly defined settings for an action, if it closely resembles an action you've already created (in a template-like manner).

This feature is only available if you have created a named action for the corresponding action type. For example, if you create a "save" named action, you can use it to populate additional "save" actions.

  1. Click the arrow button  that corresponds to the action you want to name.
  2. Select edit from the menu that appears.
    Note: If no edit option is available, the action cannot be saved as a named action. 
  3. On the action's edit dialog box, click the load named action option.
    Important: If this option is not available, no named actions have been created for this action type.

    The available named actions appear.
  4. Select the named action you want to use.
    The action's settings are automatically added to the action's settings dialog box.
  5. Alter any of the settings, as necessary.
    For more information on the settings available for different actions, see Individual Action Details.
  6. Click save.
    The action is saved.

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