Action Centres — Workflows: step-by-step

This page is the map of the Action Centres guides. It sets out the order you do things in, and points to the guide that owns each step in detail. The detail lives in those guides so there is one place to keep each topic current.

The end-to-end sequence

1. Give the right people access. An administrator turns on the Action Centre permissions for the relevant user group. Two permissions sit under the Action Centre heading: Action Centre (access to the feature) and Action Centre Management (creating and editing Action Centres and areas). Turning on Action Centre Management makes the Action centres page appear under Features in Settings.
2. Create the area the Action Centre will live in, if it does not exist yet. Areas appear in the left-hand navigation, and an area's path name cannot be changed once it is created.
3. Create the Action Centre. From Settings → Features → Action centres, select Create Action Centre. This opens the Action Centre builder, a stepped panel that walks through Basics, Columns, any type-specific steps, and Permissions.
4. Set the type-specific settings. What the builder asks for depends on the type you chose on Basics.
5. Set permissions, then Save.
6. Work in the table — search, filter, sort, pin and hide columns, edit in-table where enabled, and export.

Which guide owns what

Access and the create flow — Creating an Action Centre & permissions (Document ID: 152). Enabling the feature for a user group, the generic create flow through the Action Centre builder, default filters, and the three permission levels (Full Access, View and Edit, View only). Start here.

Areas and sections — Action Centres — Areas & sections (Document ID: 162). Creating and managing areas, the fixed path name, and how sections group Action Centres inside an area.

Operational types — Action Centre types reference (Document ID: 154). The setup and settings for Cases, Data Table, Posts, Organisations, Goals, Goal activities and Form responses, including the columns each type lets you add.

The Organisations type in depth — Organisation Action Centre (Document ID: 414). Browsing organisations, mapping parent and child hierarchies, and sharing a view by its URL.

Financial types — Financial Action Centre types (Document ID: 155). Financial - Batch, Financial - Invoices, Financial - Payroll, Financial - Receipt import, Financial - Receipts and Financial - Receipts summary, including the payroll-deduction and receipt-import flows and the accounting exports.

The List builder type — List Builder Action Centres (Document ID: 153). Choosing a source list, live versus fixed sources, adding columns and marking them editable.

Publishing a directory — Website directories & Login Portal publishing (Document ID: 157). Turning on Enable website configuration on a List builder Action Centre and completing the Website configuration step.

Working in the table — Action Centre filtering, sorting, in-table editing & export (Document ID: 156). Searching, filtering, sorting, managing columns, in-table editing, resetting the view, and exporting to CSV.

What to watch out for — Action Centres — Limitations & best practice (Document ID: 161).

Quick answers — Action Centres — Frequently asked questions (Document ID: 159).

The concepts — Action Centres — Overview (Document ID: 158).

Notes on the builder

• The builder's steps vary by type. With List builder selected, for example, the steps are Basics, Columns and Permissions; turning on Enable website configuration on the Basics step adds a Website configuration step, and the product describes that toggle as "Adds an extra step to configure website-specific fields."
• Basics requires a name, an icon and a section before it will advance, and some types require more — a List builder Action Centre also needs a source list.
• The Columns step is where you add optional columns and set a column label for each, and where Sorting lets you pick the column the Action Centre is sorted by.
• The Permissions step offers Presets (Everyone, Only me) as well as adding individual Users and User groups with an access level each.
• Leaving the builder discards unsaved changes, so save before you navigate away.