Adding Actions to an Agent

You must have one of the following user type permissions:
  • BI Author Developer

  • BI Tenant Administrator

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  1. Edit the agent to which you want to add an action.
  2. Click the "Agent editor: Actions tab".
  3. Determine whether to add the action to the Agent Condition True or No Condition Exists area or the Agent Condition is False area as follows:
    • If there is no condition associated with the agent, or if there is a condition associated with the agent and you want the action to execute only if the condition evaluates to true, then use the Agent Condition True or No Condition Exists area

    • If there is a condition associated with the agent and you want the action to execute only if the condition evaluates to false, then use the Agent Condition is False area.

  4. To create a new action (that is, an inline action), then click the Add New Action button and specify the settings for the new action. For information, see "Specifying the Settings for a New Action".
  5. To add an existing action (that is, a named action):
    1. Click the Add Existing Action button.
    2. Complete the Select Existing Action dialog.
      Note: You cannot add an existing action that navigates to related content (such as Navigate to BI Content).
      If there are parameters associated with the action, the Add Existing Action dialog is displayed.
    3. Specify any required parameter values in the Add Existing Action dialog.
    4. Click OK.
  6. Click the Save this Agent toolbar button in the Agent editor to save the agent.