Enable and Disable an Action Template

This applies to: Visual Data Discovery

Only enabled action templates can be invoked from Symphony. You can enable and disable action templates using the Symphony UI.

You must be logged in as an administrator or as a user with the Manage Action Templates privilege

Enable an Action Template

To enable an action template:

1. Make sure you are logged in as an administrator or a user with the Manage Action Templates privilege.

2. Select the Actions option from the Tools menu in the main menu. The Actions page appears.

   The Actions page is split into two parts. Action templates (if any) you have defined are listed on the left. When you select an action template on the left, its details appear on the right.

3. Locate and select the action template you want to enable in the list on the left.

   You can locate an action template using the search bar on the top left side of the Actions page. You can also filter the action template by the data source to which they apply using the drop-down list on the top left side of the Actions page. When you do this, only action templates for the selected data source configuration are shown in the list.

   

4. On the right side of the Actions page, slide the Enable Action selector to the right to enable the action template.

5. Select Save.

Disable an Action Template

To disable an action template:

1. Make sure you are logged in as an administrator or a user with the Manage Action Templates privilege.

2. Select Actions on the UI menu (). The Actions page appears.

   The Actions page is split into two parts. Action templates (if any) you have defined are listed on the left. When you select an action template on the left, its details appear on the right.

3. Locate and select the action template you want to disable in the list on the left.

   You can locate an action template using the search bar on the top left side of the Actions page. You can also filter the action template by the data source to which they apply using the drop-down list on the top left side of the Actions page. When you do this, only action templates for the selected data source configuration are shown in the list.

   

4. On the right side of the Actions page, slide the Enable Action selector to the left to disable the action template.

5. Select Save.