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docs/backend/portal-actions.md

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# Portal Actions
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## What are "Actions" in Plone
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Actions are links or buttons that allow users to perform specific actions on your site.
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These actions can be anything from viewing a content item to editing a page, to accessing a specific feature of your site.
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Portal actions are typically displayed in the site's navigation menu or toolbar and can be accessed by users with the appropriate permissions.
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Portal actions are managed using the "Portal Actions" control panel in Plone.
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Portal actions are managed using the {guilabel}`Portal Actions` control panel in Plone.
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This control panel allows you to add, edit, and delete actions, as well as organize them into categories and control where they are available on your site.
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## Anatomy of a Portal action
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Several different action categories are used for different purposes.
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These categories include:
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- *Object Actions*: actions that are available when viewing a specific content item
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- *Object Buttons*: actions that are displayed as buttons when viewing a specific content item
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- *Portal Tabs*: actions that are displayed as tabs on the top of the page
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- *Site Actions*: actions that are available on every page of your site
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- *User Actions*: actions that are available to users when they are logged in to your site
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Object Actions
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: `Actions that are available when viewing a specific content item.`
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Object Buttons
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: `Actions that are displayed as buttons when viewing a specific content item.`
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Portal Tabs
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: `Actions that are displayed as tabs on the top of the page.`
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Site Actions
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: `Actions that are available on every page of your site`
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User Actions
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: `Actions that are available to users when they are logged in to your site`
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Each of these action categories serves a different purpose and is intended for use in specific areas of the site.
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For example, object actions are intended for actions that are specific to a particular content item, while site actions are intended for actions that are available on every page of your site.
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## Adding or editing portal actions
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To add or edit portal actions, you can use the "Portal Actions" control panel.
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To access this, log in to your Plone site as a user with the appropriate permissions, and then go to the "Site Setup" page.
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From there, click on the "Portal Actions" link in the "Plone Configuration" section.
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To add or edit portal actions, you can use the Portal Actions control panel.
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To access this, log in to your Plone site as a user with the appropriate permissions, and then go to the {guilabel}`Site Setup` page.
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From there, click on the {guilabel}`Portal Actions` link in the {guilabel}`Plone Configuration` section.
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Once you are on the "Actions" control panel, you will see a list of all the existing portal actions for your site.
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To add a new action, click on the "Add new action" button at the top of the page.
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To add a new action, click on the {guilabel}`Add new action` button at the top of the page.
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This will open a form where you can enter the details for your new action, such as the action name, URL, and any additional parameters.
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To edit an existing action, click on the action name in the list to open the action's details page.
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From there, you can edit the action's properties, such as the name, URL, and parameters.
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It's important to note that the ability to add or edit portal actions is only available to users with the appropriate permissions.
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If you do not have the necessary permissions, you will not be able to access the "Portal Actions" control panel.
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If you do not have the necessary permissions, you will not be able to access the Portal Actions control panel.
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## Exporting or importing portal actions
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To export all actions:
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- Go to "Site Setup" and choose "Management Interface"
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- Go to "portal_setup"
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- Click the tab "Export"
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- Choose "Actions Providers"
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- Click the "Export selected steps" button at the end of the page
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- Go to {guilabel}`Site Setup` and choose {guilabel}`Management Interface`
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- Go to {guilabel}`portal_setup`
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- Click the tab {guilabel}`Export`
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- Choose the checkbox {guilabel}`Actions Providers`
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- Click the button {guilabel}`Export selected steps` at the end of the page
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