---
title: "Set up Custom Actions with Automations"
slug: "set-up-custom-actions-with-automations"
updated: 2024-11-07T15:48:13Z
published: 2024-11-07T15:48:13Z
canonical: "help.bringg.com/set-up-custom-actions-with-automations"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.bringg.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up Custom Actions with Automations

You can reduce unnecessary effort and clicks by setting custom actions that expand your **More Actions** menu in **Planning** and **Dispatch** to the specific needs of your company. This gives you and your dispatchers greater breadth and flexibility in the kinds of bulk actions you can perform with orders.

For example, set a custom action called Choose New Date that allows you to reschedule any orders you select from Dispatch for a different date you choose. Use the syntax: When **custom action** called Choose New Date is manually called with input(s) **date**, then update **time window starts** to **date**.

![](https://cdn.document360.io/a18074ef-073a-4ab1-bcab-12625715280e/Images/Documentation/su_automations_customaction_nobackground.gif)

## Before You Begin

- Confirm you have a user account of type **Admin**.
- Decide on the specific circumstances in your planning or dispatch flows when you need to take custom actions.
- (Optional) To set up custom actions associated with your company's unique order details, set up custom attributes. [Learn more](/v1/docs/custom-attribute).

## Procedure

**Step 1**: Name the automation, and select the automation scope and conditions to define the custom action itself. [Learn more](/v1/docs/automate-workflows-with-automations).

For example, if you need to be able to postpone all the orders in a route in the event that the driver is delayed by an hour at the warehouse, you can create a custom action that changes the time window of selected orders to one hour later.

**Step 2**: Set up a custom action by selecting **Custom** as the automation trigger.

**Step 3:** Name the custom action according to its function.

For the example above, in this postponement scenario, you can name the action "Delay 1 Hour."

**Step 4:** (Optional) Add a variable to the action using the plus sign![](https://cdn.document360.io/a18074ef-073a-4ab1-bcab-12625715280e/Images/Documentation/automation_variable_plus_icon.png).

This adds the applicable field to a custom form that pops up when applying the action to orders.

For example, to move the time window of all orders selected to a date you choose, add a **Date** variable. This displays a calendar date selection field in the resulting form.

Give the variable a name that determines how it will display. For example, you can call the **Date** field Date Selection.

| Variable | Updates... |
| --- | --- |
| **String** | - Names of **Escort drivers** - Order **External ID** or **Title** - Any **custom attribute** defined as a string |
| **Boolean** | **Preparation ready for pick up** |
| **Number** | Order **Rank** |
| **Date** | Any **time window** and **SLA-**related fields, or custom attribute |
| **Time** | Any **time window** and **SLA-**related fields |
| **Date** **and** **Time** | Any **time window** and **SLA-**related fields |
| **Enum** | Any defined **list** of **custom attribute** values. This allows for assigning distinct values to orders to flag them for later filtering. These can be updated through the **Update Order** action. For example, this may display a list of size options for a custom attribute called Shoe Size. |
| **Driver** | The assigned driver. |

Note

Variables can only update the fields listed above. Any other actions you apply to the custom action will not utilize the variable.

**Step 5:** (Optional) Add additional **conditions** for the action. For example, you may only want to apply the action to orders over a certain weight or cost.

In this case, any orders you select that do not meet the conditions applied will not be updated.

NoteIf you prefer your dispatchers to have more autonomy, you can allow them to override these conditions when using this custom action by selecting the applicable option below the condition setting.  Otherwise, you can ensure the action is applied only to the orders that align with the condition, even if the dispatcherselects other orders as well.![](https://cdn.document360.io/a18074ef-073a-4ab1-bcab-12625715280e/Images/Documentation/su_automations_customaction_conditions.png)***Enable dispatchers to apply the action to any orders they choose***

**Step 6:** Choose an action that occurs when the custom action is applied to selected orders.

Using the example of the driver who is delayed, you can update all selected orders so that **time window starts** becomes **time window starts + 1 hr**.

**Step 7:** Save and the custom action by selecting **Create Automation** or **Save Changes**.

![](https://cdn.document360.io/a18074ef-073a-4ab1-bcab-12625715280e/Images/Documentation/image-1678723802769.png)***Save your automation***

**Step 8:** Refresh the Bringg Platform.

**Step 9:** Use the custom action to improve your workflows by returning to **Dispatch** or **Planning**. Select the applicable orders, and choose the custom action's button from the **More Actions** menu.