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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.

 

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Rules, conditions and actions are all managed through the MyST Rule Manager

To get there, click “Rule manager” from the navigation on the left of the MyST interface.

Note: You must have role Site admin, Developer or Developer 2 to view this page.

 


 

Creating actions

 

To create an action, please follow these steps:

  1. Select the sitereference and action type from the drop-down boxes in the upper-left (1) and click “Change”.
  2. Click the “New action” button in the “Information” pane (2).

You will be presented with a page allowing you to create a new action. Assign the action an appropriate and unique name, by typing this into the “action name” text field in the upper-left corner of the page.

The page displayed is dependent on the type of action you are creating. For example, the following is a screenshot of the page used to create a URL notification action:

 

Further information on creating actions can be found under the “General settings” tab on the action creation page.

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For certain action types, additional settings can be found under tabs shown alongside the “General settings” tab (as in the screenshot above).

 


 

Managing actions

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

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Please be aware that conditions are 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.

 

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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 Secure Trading 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.