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Configuring Actions

Table of Contents

  1. Actions Basics
    1. Settings
    2. Advanced Settings
      1. Confirm before running
      2. After Success - Filing
      3. After Success - Tagging
      4. Notification
      5. Log Level
  2. Action Aliases

Actions Basics

Much of the power for Drafts resides in actions. Actions are can be used to export to other apps and services, to send messages and email – but also for simple things like inserting manipulating text in the editor.

An action consists of one or more action steps which do the actual work of the action, but also has basic configuration options and settings covered in this article.

To edit an action, swipe to the right on an action in the action list and select “Edit”.

iOS Mac

actions/action

Settings

  • Identification
    • In the identification section, the action name can be assigned as well as an icon (tap icon to select) and tint color. Use the “X” in the color row, which will use the default tint color for the current theme.
  • Steps
    • Displays count of action steps in the group. Tap to view and modify action steps. See action steps for more information about available steps
  • Description
    • Optional description of the action. Especially helpful when sharing actions to help others understand how they are intended to function.
  • Action Bar Appearance
    • Key label: When this action is shown as a key in the action bar, use this text instead of the action name. Useful for providing an abbreviated label that fits in the keyboard better.
    • Show icon: If enabled, the action icon will also be displayed in the keyboard row.
  • External Keyboard Shortcut
    • Optionally assign a keyboard shortcut which can be used to trigger this action from an external keyboard attached to your device.
  • Advanced

Advanced Settings

The action edit screen contains a number of advanced configuration options that affect how the action is run.

actions/after-success

Confirm before running

While Drafts is geared around making it quick and frictionless to act on drafts, there are sometimes actions that publish text, or update or overwrite files, etc., which you might not want to accidentally trigger with an errant tap.

If “Confirm before running” is enabled, whenever the action is run, a prompt will open to confirm you wish to run the action, with the option to cancel.

After Success - Filing

After the successful completion of an action, drafts can be filed away automatically using the “After success” setting.

After Success can be set on individual actions in their action edit view, or use a default set on the Action Group the action reside in. The default value on an action is “Default”, which will inherit the setting from the Action Group. The options are as follows:

  • Default: Use the “After success” setting configured for the Action Group.
  • Nothing: After success, do not do anything with the draft. This is common for actions used as keyboard keys, or which modify some text in the current draft.
  • Archive: After the action is successful, file the draft in the archive.
  • Trash: After success, move the draft to the trash can.

If the after success is set to archive or trash the draft, and that draft is currently loaded in the editor, Drafts will also end editing of that draft. If focus mode is current enabled, the next draft in the draft list will be loaded. If focus mode is off, you will be returned to a new draft, ready to edit.

After Success - Tagging

The after success settings on an action can also assign one or more tags to the draft. Place a comma-separated list of tags in the “Assign tags” field, and those tags will be assigned to the draft when the action completes successfully. This is a great way to file drafts - for example, assigning a “tweet” tag to any drafts that were posted to Twitter with an action.

Notification

The notification setting determines whether Drafts will show a banner and confirmation sounds after running the action. The options are:

  • None: Do not show a banner or play notification sounds after the action. Typically used for actions (like keys which insert text) that require no confirmation.
  • Errors: Only show notifications if an error occurs running the action.
  • All: Always show completion confirmation, regardless of success or failure.

Log Level

Actions generate logs of the actions execution which provide useful records of what actions have been performed on a draft, and what (if any) error occurred. Depending on the type of action, it may make sense not to log the execution of the action. For example, you might not need to know a history of each time you copied the draft to clipboard, or inserted a bold text markup with an action key. See action logs for details on accessing logs.

  • None: Do not save logs of this action’s execution.
  • Errors: Only log if an error occurs running the action.
  • All: Always log completion confirmation, regardless of success or failure.

Action Aliases

Action aliases are actions which call other actions. Sometimes you have actions which you would like to run from multiple different action groups. You could duplicate an action and place copies of it in different groups, but if you decide you want to update the functionality in the action steps, fix a bug, etc., you would need to make that update in mulitple places, which is far from ideal.

Enter action aliases, which allow you to quickly create a new action that runs the action steps of another. This can also be done manually by using the “Include Action” action step, but the “Make Alias” option streamlines this process.

To create an alias:

  • Find the action you wish to alias in your action list.
  • Open the contextual menu on that action:
    • On iOS, tap and hold on the action
    • On Mac, secondary (right) - click on it.
  • Select Make Alias in.., then the action group to place the new alias.

actions/aliases

After you have created the alias, it can be moved, renamed, and other basic options changed, and the one “Include Action” step in the alias will still point to the original action and run its steps when executed.


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