Editing Actions and Sub-Actions within the Thread Builder can be broken down into three primary categories:

Adding an Action or Sub-Action.
Deleting an Action or Sub-Action.
Rearranging an Actions or Sub-Action.

Adding an Action

Click + where you would like to add an Action.
Select or search the Action from the list.
Click Save.
Name your revision to the Thread. Click Save.

Adding a Sub-Action

Click on the Action within which you want to add the Sub-Action(s).
Click + next to the Action name. You may also click Add Sub-Action on the Action side panel.
Select the desired Sub-Action from the list.
Configure the new Sub-Action accordingly.
Click Save.
Name your revision to the Thread. Click Save.

Deleting an Action or Sub-Action

Select the Action or Sub-Action that you would like to delete.
Click the trash icon.
Click Delete.
Name your revision to the Thread. Click Save.

Deleting the Action will delete all associated Sub-Actions
Sub-Actions may be deleted individually without deleting the entire Action.

Rearranging Actions

Click and hold on the Action you would like to rearrange.
Drag the Action to the appropriate position within the Thread.
Click Save.
Name your revision to the Thread. Click Save.

Certain Actions must be preceded by other Actions in order to execute
When rearranging Actions within the Thread Builder, beware of the sequencing required for some Actions.
For example, the Look Up Tracking Info Action cannot be added without the Look Up Order Action preceding it. Without order information, Gladly Sidekick cannot locate tracking information. A warning sign will appear on the affected Action if you have moved an Action and disrupted the necessary sequencing.

Tracking order interface showing a message about non-existent memory shipments.

Rearranging Sub-Actions

Click on the Action whose Sub-Actions you would like to rearrange.
Expand the Action so that all Sub-Actions are visible.
Click and hold the Sub-Action you would like to move.
Drag the Sub-Action to the appropriate position.
Click Save.
Name your revision to the Thread. Click Save.

Sub-Actions evaluate in the order they are added
Once added, Sub-Actions can be rearranged into their desired order.

Add Rules

Integrations Required

Required Memories

Memories Generated

Sub-Actions

Add Rule