Editing an Action

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Editing an action depends on its status.

Editing Draft Action

While in the Draft status, an action can be fully edited. There are two ways to edit an action:

1 - By opening an action and clicking Edit button, in the top right corner (Figure 21).

Figure 21 - Edit Action ButtonFigure 21 - Edit Action Button

Figure 21 - Edit Action Button

2 - By click the Edit button (the pencil icon) on the corresponding action on the list of the actions (Figure 22).

Figure 22 - Edit Action Button on Actions ListFigure 22 - Edit Action Button on Actions List

Figure 22 - Edit Action Button on Actions List

Both options will take you to the Edit Action page, which is similar to the Add New Action page. In this case, it will be filled with the current values as depicted in Figure 23.

Figure 23 - Edit Action PageFigure 23 - Edit Action Page

Figure 23 - Edit Action Page

Editing Active Action

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Once an action is Active, the only properties that can be edited are Name, Description and Status.

If there is an issue with the Relative URL, with the query parameters or with one of the schemas, you will need to add a new action and set the status of the old action as Deprecated or End of Life.

To edit the Name, Description or Status, you have two options:

Option 1 - Open the action by going to the Actions (1 - Figure 24) tab of the Custom Integration page and then, hovering the action you want to view/edit, then click the pencil icon (2 - Figure 24).

Figure 24 - Access to Action View PageFigure 24 - Access to Action View Page

Figure 24 - Access to Action View Page

A pop-up will appear allowing you to edit the Name (1), the Description (2) and the Status (3) of the action. After editing, click Confirm (4 - Figure 25).

Figure 25 - Pop-up to Edit InfoFigure 25 - Pop-up to Edit Info

Figure 25 - Pop-up to Edit Info

Option 2 - On the Actions tab, click the action you want to edit (Figure 26).

Figure 26 - Entering an ActionFigure 26 - Entering an Action

Figure 26 - Entering an Action

There, click the Edit basic info button (Figure 27).

Figure 27 - Editing Basic InfoFigure 27 - Editing Basic Info

Figure 27 - Editing Basic Info

Regardless of the path followed for editing the basic info of the action (option 1 or 2), a pop-up will appear (Figure 25) allowing you to edit the Name (1), the Description (2) and the Status (3). After editing, click Confirm (4 - Figure 25).


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