Respond to pending actions from Your Workdesk

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Your Workdesk provides a place where you can:

  • Respond to actions related to a playbook.
  • View attached messages before giving a response.

To see more information before you respond, click View Case. The Case page opens where you can view the case details, and manually approve or deny the action.

To respond to a pending action, follow these steps:

  1. Go to Your Workdesk > Pending Actions.
  2. Click Respond. The Respond side drawer opens with details regarding the playbook step. If enabled by the administrator, a timer shows how much time you have left to respond.
  3. Depending on your user role, choose one of the following options:
    • For standard users:
      • Click Execute to approve the action.
      • Click Skip to skip the action; the playbook continues to run.
    • For collaborator users:
      • Click Approve, then click Save. The status for the pending action updates to Action Approved.
    • Click Decline and then click Save; a dialog opens. Enter the reason for declining the action. This reason is then added to the case wall, and the status for pending action is updated to Action Declined.

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