Creating and Editing Action in Dexda

Last updated on 22 February, 2024

Actions are a pre-configured set of sequential steps that are executed to achieve a desired outcome.  For example, to update an alert or create an incident in ServiceNow. For information on pre-delivered actions in Dexda, see Default Actions in Dexda.

Depending on the source, Actions are defined as:

  • Automatic actions that can be applied to events, ML records, and ServiceNow events. You can apply actions to alerts and insights, but not do any automatic processing.
  • Interactive actions that can be triggered by a user manually such as creating, assigning, or closing an incident.


ConfigurationCheck the Manage option. For more information on roles and permissions, see Dexda Roles and Users.


  1. On the left-side pane, navigate to Actions.
    Tip: For info on navigating the actions page, see Actions page
  2. Select Create Action. You will see a configuration page.
  3. On the configuration page, enter the details as follows:
    • Name: Enter a descriptive name that is easy to search.
    • Description: Enter a brief description of what the action can do.
    • Source: Select a source. For more information on available sources, see Configuration Parameter.
    • Sequence: Sequence is a collection of steps under one action that has an outcome. A list of actions under the sequence is executed to achieve an overall outcome.
    • Settings: General information and lifecycle configuration for the action in the step.
      • Name: Add a descriptive name for the step, for example, Set escalation to closed. Displays in the step sequence in the left panel.
      • Description: When needed, explain further what the step in the sequence does.
      • Execute: Select Add expression to add filters to run the action only if specified conditions are met. Select Add outcome to stop the action from running when specified conditions are met.
    • Mappings: Control data movement from the source record to the record created or updated by the selected action. Available options here depend on the selected action, see Configuration Parameters.
    • Advanced: In the Advanced tab you can use other configuration fields than the default ones.
  4. Select Submit to save all changes.
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