From context menu
Last updated
Last updated
You can activate the action sequence and save the changes:
Go to TOPdesk Menu > Modules > Automated Actions.
Find the action sequence you have previously create/imported.
Double click the action sequence to start editing.
Check the boxes for Active and Apply in the Operator Section.
Make sure to save your changes by clicking the Save button at the bottom of the page.
The action sequence has to be made available in the context menu of TOPdesk fields to run the action sequence.
Click the Configure triggers icon .
Choose the context menu field you would like to set the action sequence on
Make sure to save your changes by clicking the Save button at the bottom of the page.
Make sure the action sequence is activated before testing the complete flow.
Once all steps above are configured, the action sequence can be run by clicking on the context menu of the TOPdesk field and then choose the name of the action sequence you have created.
