Managing web actions

Overview

In Cayosoft Administrator, web actions allow you to perform various operations on web query objects. Each web action provides several management options. This article outlines how to manage these web actions efficiently.

Available actions

• Rename: Change the name of a web action.

  NOTE: Renaming the built-in web actions is not recommended. Create a copy of a built-in web action and modify it as needed.

• Copy: Create a duplicate of the selected web action. When you copy a web action, a − Copy suffix is added to the new web action.

  NOTE: A copied web action is unassigned by default. No delegation or attribute policies apply until you link the action to a web query.

• Delete: Delete the selected web action. Deleting built-in web actions is not supported.

• Refresh rules: Update all rules associated with the web action. The action refreshes all rules, not just those linked to the web actions. When someone creates a rule in another console, you must first refresh the rules before you see them. 

• Link to: Link one or multiple web actions to a web query.

• Unlink: Review the web queries the action is linked to. Unlink one or multiple web actions from a web query.

 

Linking web actions to web queries

IMPORTANT: When linking web actions, verify that the action matches the linked web query type (e.g., Microsoft 365 web action being linked to the Microsoft 365 web query).

To link a web action to web queries, refer to the following steps:

1. In the left pane of the Cayosoft Administrator Console, select the web action you would like to link to a web query. In the right pane, click Link to.

2. In the Link to Web Queries dialog, select the web queries and link the selected web action to them.

Refer to the list of the UI elements in the Link to dialog:

1. Type in the web query name to filter the list of queries.

2. Filter the list to include only the selected base web query.

3. Filter the list by the target systems.

4. Select the checkbox of web queries you would like to link the target web action to.

5. Specify the placement of the web action when added to the web query.

 

Unlinking web actions from web queries

To unlink a web action from the web query, refer to the following steps:

1. In the left pane of the Cayosoft Administrator Console, select the web action you would like to unlink from a web query. In the right pane, click Unlink.

2. In the Unlink from Web Queries dialog, select the web queries and unlink the selected web action from them.

Refer to the list of the UI elements in the Unlink dialog:

1. Type in the web query name to filter the list of queries.

2. Filter the list to include only the selected base web query.

3. Filter the list by the target systems.

4. Select the checkbox of web queries you would like to unlink the target web action from.