Overview

Action sets allow you to create a group of actions to add to a content scan or apply to individual files. DryvIQ works through the actions in the action set, automating activities to minimize the need for manual intervention. For content scans set to run on recurring schedules, action sets ensure continuous action against your unstructured content so you can remain confident it follows your business and security guidelines.  

You can select to take definitive action against a file as soon as the scan identifies it, or you can combine multiple actions to force the file through a remediation approval workflow. For example, you can create an action set that executes when DryvIQ finds files that contain social security numbers. The action set could include the following actions:

1. Remove shared links from the file.
2. Apply a DryvIQ Persistent Classification label.
3. Set a 48-hour delay to allow for a review to take place.
4. Assign a migration plan that moves the file to a secure content storage folder. 

Creating an Action Set

An action set can contain one or multiple actions. DryvIQ executes the actions in the order they appear in the action set, so ensure you order them correctly.

1. Expand the Manage section in the left menu.
2. Click Action Sets.
3. Click Add action set at the top of the page.  
   
   
4. Enter a name for the action set you are creating. 
5. Click the action you want to add to the action set and add additional information if required for the selected action.
6. Click Confirm to add the action.
   
   
7. Add additional actions as needed.
8. To rearrange the actions, click the arrows on the left side of the action card to move the action up or down in the list.
9. To edit an action, click the ellipses (…) and click Edit. Adjust the action settings as needed and click Confirm to save the edits to the action.
   
   
10. To remove an action, click the ellipses (…) and click Remove.
11. Click Save when finished configuring the actions to save the action set.
12. The action set is added to the Action Sets list. The Status will identify the number of actions included in the action set for reference.