Configure Actions

The Configure Actions feature in Enlivy allows you to customize which actions appear directly in the user interface for a specific entity (such as Invoices, Reports, Playbooks, Guidelines, Users and many more).

Instead of always using the ⋮ three-dot menu, you can expand certain actions and display them as quick-access buttons: making your workflow faster and more intuitive.

What Are Actions?

Actions represent the operations you can perform on an entity. These can include common operations such as:

• View – Open an item and see its details.
• Edit – Modify the item.
• Reuse – Duplicate or use an existing item as a base.
• Delete – Remove the item from the system.
• Download – Export or retrieve a copy of the item (such as a report, invoice, or document) in a usable format.

Each entity in Enlivy (e.g., invoices, reports, users) can have its own set of actions. By default, most of these actions are accessible from the ⋮ three-dot menu in the table view.

Expanded Actions

When you enable an action as Expanded, that action will appear as a dedicated button in its feature dashboard (main table), visible alongside each item.

• This eliminates extra clicks.
• Frequently used actions become instantly accessible.
• You decide which actions are worth expanding.

How to Configure Actions

1. Navigate to the Entity Dashboard
   • Example: Go to Reports from the left-side menu.
2. Open the Configure Actions Panel
   • Click the ⚙ cogwheel button in the top-right corner.
   • Select Configure Actions.
3. Select Actions to Expand
   • A list of available actions is displayed.
   • Use the Expanded checkbox to enable quick-access buttons for the actions you want.
4. Save Changes
   • Once you’ve made your selections, click Save.
   • Your chosen actions will now appear directly in the table view.

Example: Reports Dashboard

Let’s walk through an example with the Reports Dashboard.

Default View

When you open the Reports Dashboard, the table includes:

• Locale
• User
• Reported At
• Report Schema
• Created At
• ⋮ (Actions menu)

Clicking the ⋮ menu for a report shows the available actions:

• View
• Edit
• Reuse
• Delete

Configuring Actions

1. Click the ⚙ cogwheel button and select Configure Actions.
2. In the configuration panel, you’ll see the actions available for reports:
   • View
   • Edit
   • Reuse
   • Delete
3. Tick the Expanded checkbox for the actions you use most often.
   • For example: View, Edit, and Reuse.
4. Save your configuration.

Updated View

After saving, the selected actions appear as buttons directly after the Created At column in the table.

• No need to click the ⋮ menu each time.
• You can now view, edit, or reuse a report with a single click.

Benefits of Configure Actions

• Faster workflows – Access frequent actions instantly without extra clicks.
• Custom experience – Tailor the interface to match your role and preferences.
• Consistency across modules – The same customization works for reports, invoices, users, and more.
• Improved usability – Makes the interface more intuitive and user-friendly.

With Configure Actions, you transform Enlivy’s interface into a faster, more personalized workspace. Small adjustments add up to big time savings, especially when managing many records every day.