The Global Actions sheet is displayed when using the Decision Tables Advanced Mode. It allows the user to quickly add and edit Actions that can be referenced by Decision Table sheets.
For this article it is assumed that you have at least basic familiarity with Decision Tables and/or have read the following articles:
Note: We will not detail step-by-step instructions here on how to set up Conditions or Actions, please read the above articles if you need detailed configuration steps.
Difference between a Global Action and a Global Calculation
A Global Action will only be executed when referenced elsewhere in the Decision Table.
A Global Calculation sheet will be executed at the start of the formula regardless of whether or not it is referenced.
Where to find Global Actions
To show the Global Actions sheet, open a Decision Table, right-click and select Operations > Toggle Advanced Mode
You will then see the Global Actions sheet (along with other sheets like Global Calculations and Global FetchXml)
How to setup Global Actions
- In a cell in column A, give your Action a name.
- Then expand the Advanced Editor for the corresponding cell in column B
- Enter your Action like below (in our example we wish to execute a workflow called Send SMS for an Account):
- Collapse the Advanced Editor and click Save
- Go to the Source tab and select the refresh icon
- Expand Global Actions, you will see your Action
- Simply click on this node to add a reference to this Action within a Decision Table:
How to setup Global Action using a wizard
When you are using the function wizard in a Decision Table, you can give that function a friendly name and choose whether this reference is stored as a Global Action or a Global Calculation.
After selecting Generate, this function will be automatically added to the Global Actions or Global Calculations sheet depending on the Type selected: