Action Set

Use the Action Set action to bundle actions A tool for building the processes, logic, and direction within workflows. together into a container that can be expanded or collapsed for easier navigation of the workflow A method of streamlining manual and paper-based processes often comprised of unstructured tasks involving people, processes, and content.. Also useful for grouping and documenting sets of actions.

Like other container actions, Action Set allows you to add actions within it by dragging and dropping the action to a drop zone () within its borders. You can also nest Action Set containers within Action Set containers.

Before you begin: 

  • Understand container actions. You can add actions to create branches such as Branch by stage or to contain other actions such as Action set that can be collapsed down into a single action high-level view.

    • To expand or collapse a container action, click the arrows on the upper left border of the container action. When collapsed, the details within a container action are temporarily hidden from view. If child actions in a collapsed container action need further configuration, the unconfigured indicator () appears along the top of the container border. The collapsed/expanded states of container actions are retained when the workflow is saved or published.

    • To add actions to container actions, drag and drop the actions, one by one, to a drop zone () within the container action's borders. The container action must be expanded to see the drop zone.

Jump to:

Configure the Action Set action

In the Designer page:

  1. Click the Logic and flow action group in the action toolbox.


    Find actions by browsing action groups, or by typing an action name or function in the Search field at the top of the action toolbox.

  2. Drag the Action Set action to the point in the workflow where you want to bundle actions.

    This action does not require any configuration; however, you can optionally add a description to summarize the container's purpose.

For more information on the fields, see Action Set fields.