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Mitratech Success Center

Edit and Delete Actions

This page outlines how to edit and delete Actions that are not scheduled, details the permissions that are required for users to edit and delete actions, and details where to find the relevant Edit options in CMO.

Actions can be edited from several places within CMO. Ensure the Allow Edit and Allow Delete Action role permissions are enabled for users who will need to manage Actions.

Note: The Edit Action operation is not responsible for changing Scheduled Actions. See the Action Scheduler page for further detail on editing scheduled actions.

To edit an Action directly, navigate to the Action Register, click the cog wheel next to the Action you want to edit then select Edit.

Action_EditCogWheel.png

 

To edit an Action from the Action Details screen, click on an Action name. You'll be redirected to the Action Details page - Click either of the Edit buttons found on this page. 

Action_EditDetailsPage.png

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