This guide walks you through the full process of assigning an action from the Library and activating it in your My List.
Step 1: Browse the Library
- Navigate to Actions > Library in the left sidebar.
- Browse the available actions or use Search to find a specific one.
- Use the Assignment filter to show only unassigned actions.
Step 2: Review the Action
Before assigning, review the action details on its card:
- Read the Description to understand what the action does.
- Expand Benefit to see how it helps your environment.
- Expand Expert Comment for additional security guidance.
- Expand Sample Output Preview to see example results.
Step 3: Assign the Action
Click Assign on the action card. A dialog opens with one of two configuration modes:
Time Interval Assignment
Used for actions that run on a recurring schedule.
- Time Interval -- Set the frequency in days (e.g., 1 for daily, 7 for weekly).
- Custom Parameters (Optional) -- Provide JSON parameters to customize the action's behavior.
- Review the Suggested Custom Parameters section for available options. Common parameters include:
- Click Assign.
Scan-Based Assignment
Used for actions that should be triggered by a specific scan tool.
- Search by Scan -- Use the dropdown to search and select a scan tool from the platform's tool list.
- The action will run automatically whenever the selected scan executes.
- Click Assign.
Step 4: Activate from My List
After assigning, the action appears in Actions > My List with a Pending Approval status.
- Navigate to Actions > My List.
- Find the newly assigned action.
- Click the three-dot menu on the action row.
- Click Activate to start running the action.
Note
Some actions may require administrator approval before activation. These will show a Pending Approval status until approved.
Step 5: Test and Monitor
Before relying on the action in production:
- Click the three-dot menu and select Test Run to execute a one-time test.
- Review the test output to verify the action works as expected.
- Click Show History to view past executions and their results.
Updating an Action
To modify an action's parameters or schedule after assignment:
- Go to Actions > My List.
- Click the three-dot menu on the action.
- Select Update.
- Modify the time interval or custom parameters.
- Save the changes.
What's Next?
- AI Actions -- AI-generated remediation actions.
- Action History -- View action execution history.