What are custom actions?
Custom actions allow you to execute and delegate your PowerShell scripts within Coreview. Please consult our Custom action library to see a few examples.
Some knowledge of Microsoft PowerShell is required to create custom actions.
Custom actions are manually executed by operators with a “Management” role. However, they can be strung together into workflows to allow for more complex levels of automation.
Roles and permissions
Only tenant admins can create and manage custom actions.
Only users with a “Management” role can execute custom actions.
For more details, refer to the article on the roles and permissions required to create, manage and execute custom actions.
How to perform a custom action
To perform a custom action, you should follow these steps:
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Create a custom action.
You have the option to save it as a draft and run a preview of the custom action.
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Submit your custom action for review.
A CoreView operator will review it within 24 hours and either approve it or reject it.
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Execute a custom action.
Custom actions can be executed from various sections of the CoreView app.
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Publish your custom action.
Make it visible and delegate it to other operators.
How to delegate a custom action
Custom actions can be delegated through permissions.
Manage permissions
Once a custom action is published, tenant admins can incorporate them into the Permission Sets of other operators. For more information, please refer to the article on roles and permissions to learn more.