Having trouble launching the Custom Action Editor

[sdmaddir]

Greeting everyone, I am having trouble launching the Custom Action Editor.

Here is what is happening?

1. Open AI API key is already connected

2. In Landscape Mode

3. Individual team member has been selected

4. Button (I labeled it “Generate Coaching Message”) has been selected from the components section (left side of screen)

5. Upon selection of the Button Generate Coaching Message (on right side of screen) the Action Panel pops up on the right side of screen

6. In the Action Panel the only field there is populated with "Show Notification Go!

7. Upon selection of the Show Notification Go! field or selecting the up and down arrows next to Show Notification Go!

• Launches the Configure Action Panel.
• However, I was expecting to see a dropdown with selection of “Create New Action” so selecting Create New Action that will launch Custom Action Editor. But this is not happening and I not see “Create New Action” or anything similar in any dropdowns in the Configure Action Panel.

[Jeff_Hager]

The term is “Workflows”. You can create a workflow directly from the workflow tab at the top of the builder screen.

Or, to do it like you are attempting, it should be something like this in the list of actions for the button.

[sdmaddir]

Thank you Jeff. I have been hung on this since early morning and you solved it for me. I was able to select “workflows” in the dropdown under field "Show Notification"from the configure action panel. I am just beginning to learn this and your input is right on time! Thank you.