Edit a template action

All transitions can include an Action if an additional step needs to be done before the next Activity. For example, you can add an action for a process completed outside Inspire, such as ​Hire a copy editor​. You can also use an action to specify what a user should do after the activity is completed, such as Take a snapshot. Inspire does not provide any default Actions that are manually completed by a user, but after you create one, you can update it at any time.

Tips and tricks

To edit an existing action:

  1. Click Components.
  2. In the Folders pane, select Workflows.

    If you have moved the template to another folder, go to that location instead.

  3. In the Components pane, select a workflow.

    To open the template, do one of the following:

    • Double-click the file
    • Right-click the file, and then select Edit...
    • Click the Options menu, and then select Edit...
    Results: You see the workflow activities and transitions in the editor.
  4. In the toolbar at the top of the editor, click Actions.

    Results: The Action Management screen opens.

  5. On the Action Management screen, select the Action you want to update, and then click Update.

    Results: The Update Action screen opens.

  6. In Name, edit the title so that it's unique and describes a manual step that occurs during a transition.
  7. Optionally, in Description, you can enter more details about what the user should do to complete this action.
  8. To save your changes, click Update.
    Results:
    • You can see your updated action listed on the Action Management screen.
    • You can select your updated action when creating or updating a Transition.
    You can now:
    • If you are done updating the workflow, to close the workflow editor, click Save and Submit.
    • If you want to keep working but save your changes locally, click Save Progress.