Overview
Actions let you pull, deploy, run Apex, or execute automation directly from a Work Item.
Prerequisites
- A Work Item exists.
- The project is connected to source control.
- Target orgs are connected (for Pull/Deploy/Apex).
Steps
- Open a Work Item.
- Click Create New Action.
- Choose one of the action types below and configure it.
- Run the action and review results.
Action types
- Pull: Retrieve metadata from a connected org into this Work Item.
- Deploy: Send selected metadata from this Work Item to a target org.
- Execute Apex: Run Apex scripts against a selected org.
- Execute Automation Flow: Run a pre‑configured workflow (e.g., Pull → Deploy → Apex).
Expected outcome
Your action runs and logs results on the Work Item.
Troubleshooting
- If an org is missing, check Org Management for connections.
- If Deploy fails, confirm required dependencies are included.
