View and manage existing actions

Each workbook page features an overview that lists all elements containing actions. Select an element from this list (or directly on the page) to view and manage its actions.

This document explains how to view, edit, duplicate, and delete existing actions in workbooks. For information about creating new actions, see the Related resources section at the end of this page.

User requirements

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The following requirements apply to members who view and manage actions. Users who access and interact with a workbook can typically trigger all existing actions within it. Any restrictions are noted in this document.

The ability to view and manage actions requires the following:

• You must be assigned an account type with the Full explore or Create, edit, and publish workbooks permission enabled.

• You must be the workbook owner or be granted Can explore¹ or Can edit workbook permission.

1 If you’re granted Can explore workbook permission, you can configure actions but cannot save changes to the workbook’s published version.

View configured actions

View all actions configured on a specific page in the workbook.

1. Open the draft, custom view, or saved view of a workbook.
2. Without selecting an existing element, go to the editor panel and open the Actions tab.
3. The panel lists all page elements containing actions and displays the number of actions configured on each. Select an element to view its configured actions.

Edit an action

Edit the configurations of an existing action.

1. Open the draft, custom view, or saved view of a workbook.
2. Select the trigger element (the element users must interact with to initiate the action).
3. In the editor panel, open the Actions tab.
4. Locate the action you want to edit, then click More and select Edit.
5. In the modal, update the action configurations as needed.

Duplicate a sequence or action

Duplicate an existing sequence or action to leverage and modify its configurations.

1. Open the draft, custom view, or saved view of a workbook.
2. Select the trigger element (the element users must interact with to initiate the action).
3. In the editor panel, open the Actions tab.
4. In the panel, locate the sequence or individual action you want to duplicate.
5. Click More next to the sequence or action name, then select Duplicate.

Delete a sequence or action

Delete a sequence or action to permanently remove it from the workbook.

1. Open the draft, custom view, or saved view of a workbook.
2. Select the trigger element (the element users must interact with to initiate the action).
3. In the editor panel, open the Actions tab.
4. In the panel, locate the sequence or individual action you want to delete.
5. Click More next to the sequence or action name, then select Delete.