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Create Action Batch

This page explains how to create and configure an Action Batch within a plan.

Creating a Batch while creating a Plan​

  1. Add action batch: Click the "Add Action Batch" button in the plan creation wizard.
  1. Add actions to a batch: Select the actions from the sidebar that you want to include in the batch.

Only Resource Based actions can be added to a batch. 3. Name your batch: Press the "Apply" button and name your batch. Then press "Save" to add it to the plan.

Creating a Batch in an existing Plan​

  1. Edit Plan: Enter plan edit mode by clicking the "Edit Plan" button.
  1. Add action batch: Click the "Add Action Batch" button in the plan edit mode.
  1. Add actions to a batch: Select the actions from the sidebar that you want to include in the batch.
  2. Name your batch: Press the "Apply" button and name your batch. Then press "Save" to add it to the plan.
  3. Save your plan: Press the "Save" button to save your Plan.

Adding Actions to an existing Batch​

  1. Edit Plan: Enter plan edit mode by clicking the "Edit Plan" button.
  1. Click Plus Icon: Click the "+" button next to the batch name. This will open the action selection sidebar.
  1. Add actions to a batch: Select the actions from the sidebar that you want to include in the batch.
  1. Save: Press the "Apply" button and "Save" the plan.

Removing Batch of it's actions​

  1. Edit Plan: Enter plan edit mode by clicking the "Edit Plan" button.
  2. Locate Action: Find the action or batch you wish to remove.
  3. Remove Action: Click the "Remove" button (trash can icon) associated with the specific action.
  1. Save: Press the "Save" button to save your changes.

Changing the order of Actions within a Batch​

Just like with individual actions, you can change the order of actions within a batch by dragging and dropping them into the desired sequence. You need to "Edit Plan" to do so.