Creating a Data Action

You create a data action by specifying a source model, and then adding steps to the data action.

Prerequisites

To create a data action, you must have the appropriate permissions for the Data Action item. For example, the Modeler and Admin roles contain these permissions.

Context

Follow these steps to create a data action from scratch. You can also copy an existing data action by navigating to Start of the navigation path Next navigation step Browse Processes Data Actions End of the navigation path , choosing a data action, and selecting (Copy the selected Data Action).

Procedure

Select Create Process Data Actions.
In the Data Action Settings pane, type a Name for the data action, and optionally type a Description.
Select the Default Model for the data action.

Most steps will use this model as the data source and target. For Cross-Model Copy steps, this model will be the target, and you can pick a different source model. You can also read and copy data from different models in Advanced Formulas steps.
Select (Save Data Action).
Create parameters for the data action as necessary. To learn how, see Creating a Parameter
Add Copy steps, Cross-Model Copy steps, Allocation steps, and Advanced Formulas steps as necessary.
Complete the data action by editing, reordering, copying, and deleting steps as necessary.
- To open a step for editing, select it in the left pane.
- Undo or redo any changes by selecting (Undo) or (Redo) in the Operations toolbar.
- To reorder steps, drag them up or down in the left pane.
- To copy a step, select it in the left pane and choose (Duplicate Step).
- To delete a step, select it in the left pane and choose (Delete Step).
When the data action is complete, select (Save Data Action).

Results

Users can now run the data action in a story. For details, see Running a Data Action in a Story.

You can also schedule the data action in the Calendar. See Creating Automatic Data Action Tasks to learn how.