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Add new page for saving/reusing actions for apps (#31057)
* Add first draft * Add Actions menu icon * Update Save an action; add pencil/edit icon * Use a saved action in your app; fix links * Cut video * Add new page to sidebar; update use saved actions * Update Manage a saved action; add icons * Cut screenshot * Add link to further reading * Add further reading link in Save and Reuse Actions under Workflow Automation * Cut aliases (I'd copied them the Workflows version of this page) * Update content/en/actions/app_builder/saved_actions.md Co-authored-by: Janine Chan <[email protected]> * Update content/en/actions/app_builder/saved_actions.md Co-authored-by: Janine Chan <[email protected]> * Update content/en/actions/app_builder/saved_actions.md Co-authored-by: Janine Chan <[email protected]> * Update content/en/actions/app_builder/saved_actions.md Co-authored-by: Janine Chan <[email protected]> * Update content/en/actions/app_builder/saved_actions.md Co-authored-by: Janine Chan <[email protected]> * Adjust language to indicate where icons appear * Merge Janine's fix with the location of icons * Add note about permissions * Reword intro for clarity * Update content/en/actions/app_builder/saved_actions.md Co-authored-by: Janine Chan <[email protected]> * Update content/en/actions/app_builder/saved_actions.md Co-authored-by: Janine Chan <[email protected]> * Update content/en/actions/app_builder/saved_actions.md Co-authored-by: Janine Chan <[email protected]> * Move alert to above procedure * Change Slack channel to App Builder one --------- Co-authored-by: Janine Chan <[email protected]>
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config/_default/menus/main.en.yaml

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parent: app_builder
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identifier: app_builder_embedded_apps
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weight: 9
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- name: Save and Reuse Actions
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url: actions/app_builder/saved_actions/
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parent: app_builder
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identifier: app_builder_saved_actions
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weight: 10
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- name: Action Interface
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url: actions/action_interface/
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pre: bits-ai
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---
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title: "Save and Reuse Actions"
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description: Save and reuse an action and its parameters
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disable_toc: false
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disable_sidebar: false
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algolia:
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tags: ['app builder', 'actions']
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type: documentation
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further_reading:
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- link: "/actions/workflows/actions/"
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tag: "Documentation"
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text: "Learn about actions in workflows"
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- link: "/integrations/"
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tag: "Documentation"
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text: "Learn about integrations"
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---
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Use the _Saved Actions_ feature to save a copy of an action for reuse. You can insert a saved action into your app as a new step, or use a saved action to populate an existing step's parameters.
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<div class="alert alert-info">You can only save actions if you have <a href="https://docs.datadoghq.com/actions/app_builder/access_and_auth/#app-permissions"><b>Editor</b> access.</a> for that app.</div>
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## Save an action
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1. In Datadog, navigate to [**Actions** > **App Builder**][1] and hover over an app. Action icons for that app will appear under the **Last Saved** column. Click the **Edit** {{< img src="icons/pencil.png" inline="true" style="width:14px;">}} icon.
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1. Click the **Actions** {{< img src="icons/kebab.png" inline="true" style="width:14px;">}} menu, then **Save Action**.
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1. Enter a name and description for the action.
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1. If you want others in your organization to have access to the action, turn on the **Usable by others in the organization** toggle.
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1. Verify the configuration details for the action and click **Save Action Configuration**.
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## Use a saved action in your app
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1. In Datadog, navigate to [**Actions** > **App Builder**][1], hover over an app, and click the **Edit** {{< img src="icons/pencil.png" inline="true" style="width:14px;">}} icon.
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1. Click the **Actions** {{< img src="icons/kebab.png" inline="true" style="width:14px;">}} menu and select **Use Saved Actions**.
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1. Browse through the list to find the saved action you're looking for.
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1. Select the saved action to add it as a configured step in your app.
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## Manage a saved action
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You can edit, clone, or delete your saved actions from the Action Catalog.
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<div class="alert alert-info">If you did not create an action, you cannot delete it or edit it directly. Instead, select the <b>Clone</b> {{< img src="icons/clone-alert-blue.png" inline="true" style="width:14px;">}} icon to copy the action and make your configuration changes.</div>
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To find a saved action:
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1. In Datadog, navigate to the [**Action Catalog**][2].
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1. Click **Saved Actions**.
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1. Browse through the list of saved actions or use the search bar to search for actions by name. Hover over the saved action you'd like to edit, clone, or delete.
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1. Click **Manage Saved Actions**.
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1. Select the icon to edit {{< img src="icons/pencil.png" inline="true" style="width:14px;">}}, clone {{< img src="icons/clone.png" inline="true" style="width:14px;">}}, or delete {{< img src="icons/delete.png" inline="true" style="width:14px;">}} the saved action.
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## Further Reading
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{{< partial name="whats-next/whats-next.html" >}}
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<br>Do you have questions or feedback? Join the **#app-builder** channel on the [Datadog Community Slack][3].
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[1]: https://app.datadoghq.com/app-builder/apps/list
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[2]: https://app.datadoghq.com/actions/action-catalog
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[3]: https://datadoghq.slack.com/

content/en/actions/workflows/saved_actions.md

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- link: "/integrations/"
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tag: "Documentation"
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text: "Learn about integrations"
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- link: "/actions/app_builder/saved_actions/"
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tag: "Documentation"
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text: "Save and reuse actions in apps"
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static/images/icons/clone.png

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static/images/icons/delete.png

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static/images/icons/kebab.png

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