{"id":5241,"date":"2024-07-01T17:27:53","date_gmt":"2024-07-01T15:27:53","guid":{"rendered":"https:\/\/help.r2docuo.com\/knowledge-base\/configure-automatic-actions-when-creating-or-saving-a-document\/"},"modified":"2024-07-01T17:28:02","modified_gmt":"2024-07-01T15:28:02","slug":"configure-automatic-actions-when-creating-or-saving-a-document","status":"publish","type":"ht_kb","link":"https:\/\/help.r2docuo.com\/en\/knowledge-base\/configure-automatic-actions-when-creating-or-saving-a-document\/","title":{"rendered":"Configure Automatic Actions when creating or saving a document"},"content":{"rendered":"\n

The “Actions” step of the R2 Docuo Category Wizard allows you to view in a single place all the automatic actions configured in a category:<\/p>\n\n

\"\"<\/figure>\n\n

How to set an action when creating or saving a document<\/h2>\n\n

From the actions step, click on the “New” button. <\/p>\n\n

In the pop-up window, in the “Automatic actions” section, choose when the automatic action will be executed:<\/p>\n\n

\"\"<\/figure>\n\n

Now, by clicking “New” in the “Actions” section, you can configure any number of automatic actions to be executed at the selected time (whenever a document is saved in this case):<\/p>\n\n

\"\"\/<\/p>\n\n

If you configure a “On save” action and a “On create” action at the same time, when the document is created, only the “On create” action will be executed.<\/p>\n","protected":false},"excerpt":{"rendered":"

The “Actions” step of the R2 Docuo Category Wizard allows you to view in a single place all the automatic actions configured in a category: How to set an action when creating or saving a document From the actions step, click on the “New” button. In the pop-up window, in…<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"content-type":"","footnotes":""},"ht-kb-category":[65],"ht-kb-tag":[],"class_list":["post-5241","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-automation"],"yoast_head":"\nConfigure Automatic Actions when creating or saving a document - R2 Docuo | Help center<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Configure Automatic Actions when creating or saving a document - R2 Docuo | Help center\" \/>\n<meta property=\"og:description\" content=\"The “Actions” step of the R2 Docuo Category Wizard allows you to view in a single place all the automatic actions configured in a category: How to set an action when creating or saving a document From the actions step, click on the “New” button. 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