> For the complete documentation index, see [llms.txt](https://docs.docontrol.io/docontrol-user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docontrol.io/docontrol-user-guide/workflows/define-workflow-settings/action-settings.md).

# Action settings

Action categories are defined for a range of SaaS applications. You can add up to 40 actions to your workflow by dragging pre-defined actions to the canvas from the **Actions** pane. 

<div align="left"><figure><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2Fl15rqBFevNogRDOwambS%2Faction%20categories.png?alt=media&amp;token=62a8b77b-bf42-4446-a64f-e2b4255c5edd" alt="" width="233"><figcaption></figcaption></figure></div>

{% hint style="success" %}
Depending on the app you select in your workflow trigger, only relevant remediation actions are displayed.
{% endhint %}

DoControl action categories include:

<table><thead><tr><th width="186">Action</th><th>Description</th><th>Example</th></tr></thead><tbody><tr><td><a href="/docontrol-user-guide/workflows/define-workflow-settings/action-settings/notify.md">Notify</a></td><td>Inform a user or group of users about an event. </td><td>Notify an employee about an internal file that was shared with an external user.</td></tr><tr><td><a href="/docontrol-user-guide/workflows/define-workflow-settings/action-settings/decide.md">Decide</a></td><td>Send a message to the approver, asking to either approve or reject the user's action, or decide between several options. The workflow branches out according to the approver's decision.</td><td>Decide whether to remove an external collaborator from a shared asset, approve the collaborator, or get another reminder in 30 days.</td></tr><tr><td><a href="/docontrol-user-guide/workflows/define-workflow-settings/action-settings/flow-control.md">Flow control</a></td><td>Control the flow of execution based on input from conditional actions, and create different paths in your workflow.</td><td>End the execution and add a conditional step to branch the decision tree.</td></tr><tr><td><a href="/docontrol-user-guide/workflows/define-workflow-settings/action-settings/remediate.md">Remediate</a></td><td>Implement actions for various scenarios that are specific to each application.</td><td>Remove public sharing from Google Drive.</td></tr><tr><td><a href="/docontrol-user-guide/workflows/define-workflow-settings/action-settings/query.md">Query</a></td><td>Query the status of inventory values, such as users, assets, groups, domains or Google labels.</td><td>Run a PII file scan to return whether the file contains PII information.</td></tr><tr><td><a href="/docontrol-user-guide/workflows/define-workflow-settings/action-settings/utilities.md">Utilities</a></td><td>Implement an outgoing action to send <a href="/docontrol-user-guide/workflows/define-workflow-settings/action-settings/utilities.md#http-request">HTTP requests</a> using API keys to other systems, or leverage APIs using the <a href="/docontrol-user-guide/workflows/define-workflow-settings/action-settings/utilities.md#docontrol-api">DoControl API</a> action step.   </td><td>Integrate with Jira to create an issue in Jira.</td></tr><tr><td><a href="/docontrol-user-guide/workflows/define-workflow-settings/action-settings/wait.md">Wait</a></td><td>A timeout action to be used with a subsequent action.</td><td>Wait 30 days after a file is shared with an external user, and then remove sharing.</td></tr></tbody></table>

To define action settings, you can also use:

* [Loops](#loops)
* [Dynamic data](#dynamic-data)
* [Macros](/docontrol-user-guide/workflows/define-workflow-settings/trigger-settings.md#macros)

#### To define action settings:

1. From the **Actions** left pane, select an action. You can use the search box to find the action you need.&#x20;
2. Drag the action to the canvas area. The action settings appear in the right pane.
   * For the first action, connect it to the trigger.
   * For any other action, connect it to the previous action.
3. Define the action settings according to category.&#x20;
4. After adding all the workflow actions, click **Save workflow**. The workflow now appears in the Create and manage workflows window.

{% hint style="info" %}

* You can edit your actions using the canvas buttons: ![](https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2Fjs3RGd0fsVtuRcSS5rDw%2Fimage.png?alt=media\&token=cec29892-6b1d-43f4-af52-eeed6f28ff38), ![](https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FWnVtNEsyXbxWeJTpxJIk%2Fimage.png?alt=media\&token=59fd76ef-8da2-4518-ae82-98fcf994ef83), ![](https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FYWFg4So4H6sCShmWoavD%2Fimage.png?alt=media\&token=27aab119-9ceb-4b7a-ad76-39d42256dc14), ![](https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2F6YfKb137MlFtAvdasa4x%2Fimage.png?alt=media\&token=bfd70319-f725-4a05-8066-5c551e1d2d02) (undo, redo, copy, paste), or the keyboard shortcuts: Ctrl+Z, Ctrl+Shift+Z, Ctrl+C, Ctrl+V.
* You can add up to 40 actions steps to a workflow.
  {% endhint %}

#### &#x20;Guidelines when adding actions:

* The first action must be connected to the trigger.
* Each action must be connected to the previous action.
* Some actions require more than one subsequent action, such as:
  * **Approval**: Yes, No, Timeout
  * **Conditional**: True, False
* You can add a [loop](#loops) connection between two separate actions in the workflow.
* You can use the![](https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2F8Ecc83TQaK684A7wYdIW%2Fimage.png?alt=media\&token=6b70b2dc-0dc3-4ec8-8476-9c8f1e61d851) **Plus** icon to reference [dynamic data fields](#dynamic-data) fetched from various sources, such as input/output fields of previous steps, event fields, and workflow metadata.

![](https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FbIFoJJbTPk3XQsxK9cpT%2Fimage.png?alt=media\&token=a3b82ca9-d17a-4009-af47-4a9828f51fc7)

## Loops&#x20;

Workflows support using loops to repeat a section.

#### To create a loop:

1. Connect an action to a connector above a previous action.&#x20;
2. Include an exit to the loop: an action with more than one output (such as Approval, Conditional).

![](https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FIkkQDOk7YnEGCX81Ws5C%2FFeb-21-2022%2010-13-15.gif?alt=media\&token=afa5e60b-0753-4c49-b01e-930dc488eb1a)

{% hint style="info" %}
Loop executions have a 90-day timeout, after which the execution automatically fails.
{% endhint %}

## Dynamic data

Dynamic data fields allow you to reference dynamic variables from several sources. Click the![](https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FYvh8szscTyl725lhR9PU%2Fimage.png?alt=media\&token=0c02f108-ce30-49e0-b7f1-74d6c8dce4c9)**Plus** icon next to dynamic fields to open a menu of options for obtaining the values:

* **Event:** Select a value from the triggering event, or click **Open advanced query tool in a new window** to get the value using the query tool.
* **Actions:** Get input or output values from previous actions in the workflow using the query tool.
* **Workflow:** Select values from the list of workflow metadata (such as workflow name, the user who created the workflow).

![Options for getting dynamic values](https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FLkVvtwgNyqLv3Zr7fMgm%2FMar-29-2022%2014-47-29.gif?alt=media\&token=80e8377c-5ef0-4fdc-a90f-56ec1a4c02e9)

## Macros

You can use query macros from the condition builder to create your workflow. The condition builder displays macro conditions by name instead of the JSONata expression.

For more information, see [Macros](/docontrol-user-guide/workflows/define-workflow-settings/trigger-settings.md#macros).


---

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