> For the complete documentation index, see [llms.txt](https://docs.work-relay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.work-relay.com/automations/global-actions-and-action-groups/basics/working-with-actions.md).

# Working with actions

## How to create an action

* Go to Actions tab, switch to "Actions" subtab (1) and press "New Action" button (2).

![](/files/cd1c95d3c7e0b6029c10b75a69a6cf2682fef5ae)

* "New Action" page will be shown (3). Provide Action name (4), select Type ="Action" (5), select Context Object (6), and set Status to "Active" (7).
* Choose [Action type](/automations/global-actions-and-action-groups/types.md) (8) on the Action Configuration section, configure the action based on its type.
* If action executes with [conditions](/automations/queries-and-conditions/working-with-conditions/conditions-overview.md) (9) configure the conditions based on its type (10).
* Finally "Save" an action (11).

![](/files/fb4f255f25e5ad8dcdd7d9432467b47a962eb4c0)

## Working with existing action

After the action is created you can clone it or execute.

### Clone

Allows to clone the created Action.

* Open action.
* Click "Clone" button (12).
* Enter new action name in a "New Name" field and click "Apply" button.

![](/files/0568794f00547ef54b49faaf8cfd8306afb2c53e)

### Execute

Allows to execute action.

* Click **Execute** button (14).
* **Add Source** - Id of the record for which action should be executed.
* If you don't have Source specified in Action you can pass required record in Variables.
* **Add** **Variables** if needed.
* Click **Apply** button.

![](/files/d15b1d33c236e64ed683ac0a759a56986a9711b4)

## Actions page toolbar

![](/files/f5ea399898437dc592cd437d2961935076af2eb1)

The toolbar at the top of "Actions" page allows to do the following:

* Switch between Actions and Action Groups (16)
* Make search (17) or [deep search](/automations/global-actions-and-action-groups/using-actions/deep-search-in-actions-and-action-groups.md) (18) through Action
* Export selected Action (19) to file
* Import selected Action (20) from file
* [Deploy](/automations/global-actions-and-action-groups/using-actions/how-to-export-import-and-deploy-actions-and-action-groups-between-organizations.md) selected Action (21) to another organization
* Move selected Action and folders (22) to another folder
* Create new Action (23, see above)
* Click arrow menu (24) to see "New Folder" button that allows to create a new folder.