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Guide

Run a built-in action

Last updated Inventory

AI summary

Run built-in actions on objects in your inventory to change them. You can run an action on one or multiple objects at once, either from an object's details view or from a data grid. You will need the appropriate permissions and some actions may require consent the first time you use them.

Run a built-in action to change an object in the Environment straight from the inventory. You can run an action on one object or on several objects at once.

Before you begin

  • Your Rencore role includes the Execute actions permission for the action’s criticality (low, medium or high). Owner, Admin and Contributor have them. Your role must also be allowed to use the action. See Rencore roles and Restrict built-in actions for a role.
  • Some actions need an extra permission the first time you use them. An administrator gives this consent. See Give consent on first use below.

Steps

Run the action from an object’s details view or from a data grid.

From the details view

  1. Click Inventory on the Nav Panel.

  2. Open the inventory: click the segment, or hover over the desired Service and click Go to Inventory, or click Inventory Options ([…]) and select Go to Inventory.

  3. Click the desired object.

    Users data grid with the display name of the first user highlighted

  4. Click Go to Object.

  5. On the details page, click the desired action on the right side of the screen.

    Actions menu of one user in the Users data grid

  6. In the dialog, add the information the action asks for, or confirm the action.

From a data grid

  1. Click Inventory on the Nav Panel.

  2. Open the inventory: click the segment, or hover over the desired Service and click Go to Inventory, or click Inventory Options ([…]) and select Go to Inventory.

  3. Select the desired object or objects.

    Users data grid with three users selected and the checkbox column highlighted

  4. Click Actions.

  5. In the menu, select the desired action.

    Users data grid with three users selected and the Actions menu open

  6. In the dialog, add the information the action asks for, or confirm the action.

Depending on the action, an extra permission may be required the first time you use it. For example, the first time you select “Add user to a Team”, Rencore Governance asks for these permissions:

Add user to a Team action with the consent required for Groups, Provisioning and Users

Click the ”?” to open the contextual help and documentation, which shows the required permissions. Then:

  1. If you have Administrator credentials, click Give Consent. Otherwise, go to step 4.

  2. Enter your username and password.

  3. In the dialog that lists the required permissions, click Accept at the bottom.

    A dialog will appear confirming the permissions required. At the bottom of the dialog, click “Accept”

  4. Without Administrator credentials, click Ask admin for consent. Rencore Governance creates a URL.

  5. Click the copy icon and give the URL to the admin, or click Send link as mail, which writes an email with the URL. Add the admin’s email and send it.

    Ask admin for consent dialog with the copy button and Send link as mail highlighted

What you see

After you select an action, a dialog asks you to confirm it or to add more information. For example, the action “Add user to a Team” opens this dialog:

Add user to a Team dialog for three users with Team and Team membership type highlighted
  • Team: enter a TeamID or select the team.
  • Team membership type: select the membership type (Owner/Member).

Hover over the “i” next to a field to see a tooltip that helps you fill it in.

Frequently asked questions

Which permission do I need to run a built-in action?

Your Rencore role needs the Execute actions permission for the action's criticality (low, medium or high). Owner, Admin and Contributor have these permissions. Your role must also be allowed to use the action.

Can I run a built-in action on several objects at once?

Yes. Select several objects in the inventory data grid, click Actions, and select the action from the menu. You can also run an action on a single object from its details view.

How do I run a built-in action from an object's details page?

Open the inventory from the Nav Panel, click the object, and click Go to Object. On the details page, click the action on the right side of the screen, then add the requested information or confirm the action in the dialog.

What do I do if an action asks for consent the first time I use it?

With Administrator credentials, click Give Consent, sign in, and click Accept in the permissions dialog. Without them, click Ask admin for consent, then copy the URL or click Send link as mail and send it to an admin.

What information does the add user to a team action ask for?

The action asks for a Team, where you enter a TeamID or select the team. It also asks for the Team membership type, where you select Owner or Member.

Next steps

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