Create or Modify an Action

An action is a small set of instructions that MyConnection Server (MCS) runs automatically when a work order or browser test completes. An action can currently do one of two things: publish a report, or set a condition that other parts of MCS can react to.

Actions are managed from the Satellites area of MCS. Select Satellites → Actions to open the actions list.

The actions list shows the actions already defined (see Manage Actions for more detail). To create a new action, enter a name under Create an action and click Create action. To change an existing action, click Modify next to it. Either way opens the action screen described below.

Creating a new action and modifying an existing one use the same screen. The action's name is shown as the page title, and the screen is split into a panel listing the actions already defined and a panel for adding a new one.

Element	Description
Action name	Shown as the page title. It is set when the action is first created and is the name used to reference the action throughout MCS.
Help	Opens this user guide page.
Existing actions	The panel listing the actions already added. Select an action, then click Modify to edit it or Delete to remove it. Both buttons are enabled only once an action is selected.
Add an action	Choose an Action type to add. The fields for the chosen type appear below the drop-down. See Adding an action.
Save / Cancel	Save writes the action list to MCS and returns you to the previous page. Cancel discards your changes. Nothing is stored until you click Save.

In the Add an action panel, pick an Action type. Two types are available.

Publish a report

Publishes a report when the action runs. The report and publication options match those used elsewhere in MCS, so they are covered in the publishing section of the user guide.

Set a condition

Setting a condition as part of an action makes that condition true when the action runs. Conditions can then drive other behavior. For example, a report can be set to publish only when a given condition is true.

Enter one or more condition names, using a comma to separate multiple conditions, then click Add condition. For example:

endofmonth,december

Prefix a condition with an exclamation mark (!) to remove it instead of setting it. When the action runs, !name deletes the condition name if it exists, in effect making it false. For example:

endofmonth,!lastmonth

This sets the endofmonth condition and removes lastmonth if it is present.

You can review the conditions currently set from the Manage Conditions page, also reachable from the View currently-set conditions link on the action screen.