Edit Actions and Sub-Actions

Editing Actions and Sub-Actions within the Thread Builder can be broken down into three primary categories:

1. Adding Actions and Sub-Actions.
2. Deleting an Action or Sub-Action.
3. Rearranging Actions and Sub-Actions.

Adding an Action #

1. Click + where you would like to add an Action.
2. Select the desired Action from the drop-down.
3. Click Save.

Adding a Sub-Action #

1. Click on the Action where you want to add the Sub-Action(s).
2. Click Add Sub-Action from the panel on the right side of the screen.
3. Select the desired Sub-Action from the drop-down and click Add.
4. Configure the new Sub-Action accordingly.
5. Click Save.

Deleting an Action or Sub-Action #

1. Select the Action or Sub-Action that you would like to delete.
2. Click the trash icon.
3. Click Ok on the pop-up window.
4. Click Save.

Rearranging Actions #

1. Click and hold down on the Action you would like to rearrange.
2. Drag the Action to the appropriate position within the Thread.
3. Click Save.

Rearranging Sub-Actions #

1. Click on the Action whose Sub-Actions you would like to rearrange.
2. Expand the Action so that all Sub-Actions are visible.
3. Click and hold on the hamburger icon on the Sub-Action you would like to move.
4. Drag the Sub-Action to the appropriate position.
5. Click Save.