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Actions

Actions are applied to interactions or recorded interactions and define how a Policy executes. When you have completed applying Actions to a Policy and click Finished, icons for the most frequently used Actions are displayed under Actions in the Policy pane.

Notes

  • If an action is not defined for a Policy, a warning message is displayed when you are creating the Policy.

  • If no actions are defined for a Policy, an ERROR message is displayed in the Policy Editor status bar.

Action Icons

The following table lists Action icons and their function.  

Icon

Action

 Record

Encrypt

Abandon

 E-mail

 Questionnaire

Tags

Stop Processing Policies

Location

Retention

Delete

Score

Play

Retrieve

Notes

  • Not all Actions are represented by an icon.

  • Available Actions vary by Policy Type: Initiation, Retention, or Security.

  • A complete description of available Actions by Policy Type is in the online Help. When configuring the Action Step in the Edit Policy dialog, click F1 to display the Help topic.