action-center
2023.10
false
  • Release notes
    • 2023.10.12
    • 2023.10.11
    • 2023.10.10
    • 2023.10.9
    • 2023.10.8
    • 2023.10.7
    • 2023.10.6
    • 2023.10.5
    • 2023.10.4
    • 2023.10.2
    • 2023.10.1
    • 2023.10.0
  • Before you begin
  • Getting started
  • Activities
  • Actions
  • Processes
  • Notifications
  • Audit
  • Troubleshooting
UiPath logo, featuring letters U and I in white

Action Center

Last updated Dec 10, 2025

Managing actions

Prerequisites

  • Make sure you are in the correct Orchestrator folder.
  • You need to have the right user permissions to view and manage Actions.
  • Go to the Inbox tab.
Note:
  • You can only edit an Action that is assigned to yourself. Your Pending Actions are read-only for other users. Unassigned Actions are read-only for all users.
  • For all user-assigned tasks, the unassign, reassign and forward operations are disabled.
  • The Retention policies for your completed actions feature is currently available only in Automation Cloud. It is not yet supported in Automation Suite.

Operations summary

The tables below show the available operations for each action status and the user permissions that are needed.

My Actions view

Here are all the available operations in the My Actions view (for Action Users):

Action status

More options menu: available operations

Page header: available operations

Pending

Unassign

Show similar actions

Edit labels

Edit properties (provided the user has the proper permissions)

Remove

Save

Forward

Unassign

Unassigned

Assign to self

Show similar actions

Edit labels

Remove Complete *

Complete *

Completed

Show similar actions

Edit labels

Remove

NA

*The Complete operation is available for External Actions only.

Manage Actions view

Here are all the available operations in the Manage Actions view (for Action Admin users):

Action status

More options menu: available operations

Page header: available operations

Pending

Reassign

Unassign

Show similar actions Edit labels

Edit properties (provided the user has the proper permissions)

Remove

Unassign

Unassigned

Assign to user

Assign to self

Show similar actions Edit labels

Edit properties (provided the user has the proper permissions)

Remove

Complete

Assign to self

Complete *

Completed

Show similar actions

Edit labels

Remove

 

*The Complete operation is available for External Actions only.

Assigning actions as an Action user

To assign an Action to yourself:

  1. On the Unassigned tab, click the More optionsdocs image menu for the desired Action.
  2. Select Assign to self.

Assigning actions as an Action admin user

All users that have the required permissions for the specific folder can have an action assigned to them. To assign an Action to another user:

  1. Make sure you are in the Manage Actions view.
  2. On the Unassigned tab, select the More optionsdocs image menu for the desired action.
  3. Select Assign to user. The Assign Action window opens.
  4. Select a user from the drop-down list.

Additional information: The Assign to self operation is also available from the Action page header.

Bulk assigning actions

  1. Select the Actions that you want to assign in bulk.
  2. At the top of your Inbox, select one of the following:
    • Assign to self - assign the Actions to yourself.
    • Assign - assign the Actions to yourself or to other users

Unassigning actions as an Action user

To unassign an Action as an Action User:

  1. On the Pending tab, click the More optionsdocs image menu for the desired action.
  2. Select Unassign to remove the Action from your Pending Actions list.

Additional information: The Unassign operation is also available from the Action's page header.

Unassigning actions as an Action admin user

The currently assigned user is displayed at the top of the Action page. To unassign Actions:

  1. Make sure you are in the Manage Actions view.
  2. On the Pending tab, click the More optionsdocs image menu for the desired Action.
  3. Select Unassign to remove the Action from the current user assignment.

Bulk unassigning actions

  1. Select the Actions that you want to unassign in bulk.
  2. At the top of your Inbox, select Unassign.

Reassigning actions

Only Action Admin users can perform the Reassign operation. To reassign an Action:

  1. Make sure you are in the Manage Actions view.
  2. On the Pending tab, click the More optionsdocs image menu for the desired action.
  3. Select Reassign to assign the Action to a different user. The Reassign Action window opens.
  4. Select a user from the drop-down list.

Result: This operation unassigns the Action from the previous user and assigns it to the one selected at step 4.

Editing actions properties as an Action user

  1. On the Pending tab, click the More optionsdocs image menu for the desired Action.
  2. Select Edit properties to edit the Action properties. The Edit properties panel opens.
  3. Edit one or more properties, according to the new requirements.
  4. To save the changes you made, close the editing panel and click Save on the Save changes? window.

Editing actions properties as an Action admin user

  1. Make sure you are in the Manage Actions view.
  2. On the Pending or Unassigned tab, click the More optionsdocs image menu for the desired Action.
  3. Select Edit properties to edit the Action properties. The Edit properties panel opens.
  4. Edit one or more properties, according to the new requirements.
  5. To save the changes you made, close the editing panel and click Save on the Save changes? window.

Bulk editing actions

The Actions must be of type bulk form, and they must be generated by the same process version. Otherwise, the Bulk Edit button is disabled. To bulk edit Actions:

  1. From the Pending list, select the Actions you want to bulk edit.
  2. Click docs image Bulk Edit at the end of the list. The Bulk Edit page opens.
  3. In the panel to the left, the form properties you can bulk edit are displayed.

In this panel, you can edit form metadata, such as form title, Action catalogs, priority, etc.

  1. In the panel to the right, the form fields you are allowed to bulk edit are displayed.
  2. Enter the new values and click the Save all icon.

Result: All selected Actions are saved with the new set of values.

Bulk completing actions

To bulk complete Actions:

  1. If your Form Actions have a button that triggers completion, provide the required input for completion and click the corresponding button in the form.
  2. A pop-up is displayed asking you to confirm the completion of multiple items. Click Confirm to complete the Actions with the same input, or Cancel to review the values or postpone the bulk completion.
  3. A message informs you if the bulk completion was successful.

Result: The completed Actions are moved to the Completed list.

Note: Actions edited or completed in bulk are visible in the Audit page of the corresponding Orchestrator tenant.

Displaying similar actions

Both Action Users and Action Admin Users can perform the Show similar actions operation.

Tip:

In the context of bulk editing, Actions generated by the same process, but with a different form layout, could not be bulk edited, as the Bulk Edit button gets deactivated.

To overcome this inconvenience, you have the option to display similar Actions, i.e., Actions generated by the same process and with the same form layout.

  1. On the Pending tab, click the More optionsdocs image menu for the desired Action.
  2. Select Show similar actions. The list gets filtered by similar Actions that can be bulk edited. You can apply further filters to the similar Actions list.
  3. Select the Actions you want to bulk edit and click docs image Bulk Edit at the end of the list. The Bulk Edit page opens.

Adding labels to existing actions

  1. On the Pending,Unassigned, or Completed tab, click the More optionsdocs image menu for the desired Action.
  2. Select Edit labels. The Edit labels window opens.
  3. Input the desired label name and press the Enter key. For example, create a label called "SAP", to faster identify SAP-related Actions.
  4. Click Save to associate the label to the Action whose ID and name are displayed in the Edit Labels window.
Note: You can add as many labels as you need to one Action.


Label duplicates

If you already have a list of previously created labels and you start typing a name in the Edit Labels window, a list with possible matches is displayed. Select one or multiple labels that meet your requirements or continue typing to create a new one. This operation prevents duplicating labels.

Labeling limitations

  • Label names cannot contain the following characters: <, >, %, &, \, ?, /, :.
  • You cannot track labels creation or removal in our current logs.
  • The following labels are proprietary UiPath Studio tags and you cannot define and use them on your objects: UiPathStudioProcess, UiPathStudioTest, UiPathStudioTask, UiPathStudioLibrary, UiPathObjects, UiPathActivities, UiPathStudioX, UiPathTestCases, UiPathEntities, UiPathWebServices, UiPathStudioTemplate, UiPathStudioLocalizedTemplate, C#, CSharp, VB, VisualBasic, GettingStartedTemplate.

Adding labels when creating an action

To add a label when creating a Form, or External Action, go to the Label input property field and type in the labels that you want to add for that specific Action that you are creating.

Displaying labels

The table below demonstrates the three ways available for displaying labels associated to a specific Action:

Location

How to

Mentions

Edit Labels window

Open the Edit Labels window for the desired action. All the associated labels are displayed.

From this window, you can add or remove labels for the indicated Action.

Action summary panel

Select the desired Action and navigate to the corresponding Action summary panel. The Label field displays all the associated labels.

 

Unassigned,Pending, or Completed Action lists

Hover over the desired Action to display a pop-up listing all the associated labels.

 

Clicking in the Edit Labels window displays all the available Action labels. Select the labels that meet your requirements to associate them to the Action.

Removing labels

To remove labels from an Action:

  1. Open the Edit Labels window for the desired Action
  2. Click the remove docs image button.
  3. Click Save.
Warning: To completely remove a label, you must remove it manually from all of its associated Actions.

Deleting actions

Only users with Delete permissions on Actions can perform deletions. All successful deletions are logged in the Orchestrator Audit page.

To delete pending, unassigned, or completed Actions go to the More options menu on the Action you want to delete, and click Remove.

Restriction: Make sure you resume the underlying process of the deleted Action so that the workflow handles the Task not found exception. With UiPath.Persistence.Activities v1.2, the process resumes automatically.

Forwarding actions

Both action users and action admin users can perform the Forward operation. The Forward operation is currently available only for Form Actions and Actions that are inside the My Actions pending list.

To forward an Action:

  1. On the Pending tab, select an action.
  2. On the Action page header, click Forwarddocs image . The Forward Action window opens.
  3. Select a user from the drop-down list.
  4. In the Comments field provide the context for forwarding the Action.
Note: All users granted the required permissions to the Action-containing folder are displayed in the drop-down list, and can be forwarded an Action.

Saving actions

Both action users and action admin users can perform the Save operation. The Save operation is currently available only for Form Actions and Actions that are inside the My Actions pending list.

  1. On your own Pending tab, select an Action and provide some of the required input.
  2. On the Action page header, click Savedocs image .

Result: The Action is saved with the changes you made, and you can access it later to provide further input, or to complete it.

Multi-selecting actions

To assign, unassign, or delete multiple Actions, use the Multi-select Actions option. The available bulk operations are displayed at the bottom of the list.

Warning: Switching between Action lists clears your selection.

Downloading actions

To download Actions, navigate to More options on an Action list and click Download Actions.

Result: This operation downloads the current list of Actions that meet the filters you applied, if any, in csv format. Otherwise, it downloads all the Actions in the current list, ordered descending by priority and creation time.
Note: By default, the time zone for all the timestamps in the downloaded actions is set to UTC.

Action Catalogs

Action Catalogs are Action containers, where you can categorize your Actions based on various criteria. The catalog inside which an Action resides is set at action creation, using the Action creation activities in Studio.

Note: The Task Catalog or ActionCatalog property field inside the activities of the Persistence.Activities and Intelligent.OCR.Activities packages, can be populated with existing Action Catalogs only.
Important: Action Catalogs cannot be deleted.

Accessing Action Catalogs

The Admin Settings page displays all the folders in your tenant and allows you to create or update an Action Catalog in every folder that you have access to.

  1. To access the Admin Settings page, go to the page header and select the Admin Settings tab.
  2. From the left side of the Admin Settings page, select the Orchestrator folder from where you want to access action catalogs.


Creating Action Catalogs

To create a new Action Catalog:

  1. Select the desired folder.
  2. Select docs image Add New Catalog. The Create Catalog wizard opens.
  3. Enter a Name (mandatory) and a Description (optional) for your Action Catalog.
  4. Select Create.

Result: The new catalog is displayed in the Action Catalog list of the selected Orchestrator folder.

Adding labels to Action Catalogs

You can add labels when you create or edit an Action Catalog.
  1. Go to the folder where you want to create the Action Catalog.
  2. Select Add New Catalog.
    The Create Catalog wizard opens.
  3. Add the desired labels inside the Labels field, the same way you would do for Actions.
  4. Select Create.

Encrypting Action Catalogs

  1. When you create a new Action Catalog, select the Store in encrypted format checkbox. Select the Store in encrypted format checkbox if you want to have the linked actions encrypted inside the database.

Result: This encrypts the Actions (also known as Task Data) that are associated to the current Action Catalog. Actions that are not linked to any Action Catalog do not get encrypted.

Warning:
  • The encrypting operation cannot be undone.
  • Only the Data values of an Action are encrypted.
  • Action data that is part of existing Action Catalogs cannot be encrypted. As an alternative, you can recreate the Action Catalog, select the Store in encrypted format checkbox, and regenerate the Actions.

Updating Action Catalogs

To update an existing Action Catalog:

  1. Navigate to the hosting folder of the Action Catalog.
  2. Select the Action Catalog you want to edit and select the Edit docs image icon.
  3. Change the Name, Description, or Labels for this specific Action Catalog.
  4. Select Save to record your changes.
docs image

Creating actions inside a specific Action Catalog

To create Actions inside a specific Action Catalog:

  1. Create an Action Catalog inside the desired Orchestrator folder.
  2. Add either a Create Form Task,Create External Task,Create Document Validation Action, or a Create Document Classification Action into your workflow.
  3. Inside the activity where you create Actions, input the name of the Action Catalog previously created inside the TaskCatalog, or ActionCatalog property field.

Result: The Actions created are stored inside the already existent Action catalog that you input.

Note: The TaskCatalog and ActionCatalog property fields, inside the activities of the Persistence.Activities and Intelligent.OCR.Activities packages, can be populated only with Action Catalogs that already exist.

Deleting Action Catalogs

You can delete Action Catalogs only if there aren't any Actions linked to it. To remove Actions from an Action Catalog that you want to delete, edit the properties of the linked Actions and re-link them to a different Action Catalog.
Warning: You cannot undo this action.
  1. Move all the Actions linked to the Action Catalog that you want to delete to another Action Catalog, by editing the properties of the linked Actions.
  2. Go to the Admin Settings page, and to the folder of the Action Catalog.
  3. Hover over the Action Catalog you want to delete, and select Delete docs image
    The Delete Action Catalog dialog appears.
  4. Select Delete to permanently delete the Action Catalog.

Was this page helpful?

Support and Services
Get The Help You Need
UiPath Academy
Learning RPA - Automation Courses
UiPath Forum
UiPath Community Forum
Uipath Logo
Trust and Security
Terms of Use
Privacy Policy
Cookies Policy
© 2005-2025 UiPath. All rights reserved.