Adding an action step (basics)

Action steps are the "doing" steps in SolveXia. They contain all of the automation for your process and cover things like:

• Communication: Sending emails, SMS, getting data from SFTP servers etc.
• Manipulating data: Editing files and data (including performing calculations).
• Third-party tools: Running and working with specialist tools (like actuarial systems)
• Process controls: Renaming the process run, triggering runs in another process etc.

This guide will show you how to add a new action step.

Steps:

1. In your process, right-click in any step group and select "Add action step":

2. Choose the type of action you want (for example Manipulating Data > Manipulate a file)

3. Enter a name for the new action step.

4. Click "Add the selected step to my process".

5. The new step should appear in the group (where you right-clicked to add the action step):

Tips and Tricks:

This article covers only the basics of adding a new action step. To learn more about each specific type of action step either search for the relevant article or see the links below:

• Manipulating data: Click here