Action templates let you save frequently used actions as reusable templates, so you can quickly apply them to repetitive tasks or workflows. These templates streamline processes by reducing the need to recreate similar actions from scratch. When needed, you can also add automations to an action template - for example, to update external systems, move documents or create internal Moxo action in other workspaces and much more. Once created, these templates can be used while creating or editing flow templates, in live flows, or even within 1:1 and Group workspaces.
These action templates can be stored in the Actions section under Templates. To get here, navigate to the Library tab from the top navigation bar.
Create action templates and organize them into folders. Select an action template when creating actions in a workspace or workspace template.
Create an Action Template
To create an action template:
- Click Library in the top navigation bar.
- Click Action under the Templates section on the left.
- Click Create on the top right of the window and select the type of action you would like to create.
- Click Folder, to create dedicated folders for each process, and add actions to organize different use cases within them.
- Select your desired action and provide the title, description, and due date for the action template. Click Next.
- Assign a clear name and optional description. Specify the storage location, either in the Action Templates section or a specific folder. Preview your template on the right side.
- Optionally, click on Automations then click on + Add Automation and choose the required Automations to add automations to your action template. You can add multiple automations to an action template by clicking on + Add Automation on the right side panel, when creating an action template in the content library.
- Adjust any information in the fields on the left toolbar, including the name and optional description.
- Click Create to save the new action template.
To learn more about the different types of actions in Moxo, visit the overview of actions.
Manage an Action Template
After an action template is created in the Actions Library, the creator will be able to manage that template in the future.
To manage an action template:
- Click Library in the top navigation bar.
- Click Action under the Templates section on the left.
- Hover over the action you wish to edit and click the ellipses ‘...’ icon to the right of the title.
- Users can view who the action template has been shared with.
- Click Edit. Edit any action information, such as the title, description, due date or attachments, additional options, or automations.
- You can view who your action template is shared with. You can also rename the template by clicking Rename, duplicate the template, or move the template to a different location. If you wish to delete the template, simply click Delete.
- Click Save to save the updated information in the template.
Updating an action template will not make any updates to existing workspace templates or workspaces where this template was used.
Use an Action Template
When adding actions to a workspace or a workspace template, you will have the option to select an action template.
In addition, action templates can also be used directly from the Actions Library.
To use an action template from the Actions Library:
- Click Library in the top navigation bar.
- Click Actions under the Templates section on the left.
- Hover over the action you wish to use and click the ellipses ‘...' to the right of the title.
- Click Use and follow the remaining steps. You can add the action to an existing workspace or a new one.
- You can add the action to an existing workspace or a new one.
- Once you have selected the desired step where you want to add the action template, review or edit the action details like title or description.
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Set the action due date, selecting from:
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No Due Date
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Due in 3 days
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Due in 5 days
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Due in 1 week
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Due in 2 weeks
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Custom Due Date: Click on Custom... from the dropdown menu and specify the number of days to start the action. You can select from the action start date, before the workspace end date or select a specific date to customize. Click Save to apply.
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- Users can exclude weekends when setting due dates for actions. When enabled, weekends will be skipped in the calculation of due dates, ensuring that deadlines fall only on weekdays.
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Toggle on Skip Sequential Order if required, to ensure this action can be completed in parallel with the previous actions in the Flow.
- Toggle on Save the Signed File to a Specific Folder if required, to ensure that the signed file will be automatically uploaded to the specified folder. If the folder doesn’t exist, it will be created.
- Give the folder a name and click Next and Add Action.