Action Collections

Action Collections let you group related Custom Actions and share them across agents or with your whole workspace. Build a Crestron control-system integration once, ship it to every agent in your dealer program. No copy-paste between agents.

A Collection is a package of related Custom Actions:

1. Build the Custom Actions first.

Create the Custom Actions you want to bundle in your agent's Build > Custom Actions section. For example: a "Get device status" action, a "Restart device" action, and a "Pull recent alerts" action against your network monitoring platform.

2. Publish as a Collection.

Once you have at least one Custom Action, you'll see Publish as Collection below your actions list. Click it to bundle.

Configure the Collection:

• Name: a descriptive name, for example "Q-SYS Reflect Integration."
• Description: what the Collection does.
• Actions: which actions to include.

3. Set the sharing scope.

Choose who can use the Collection:

Once Collections have been published to your workspace, an Action Collections section appears in the Build page.

Browse available Collections#

Click Browse Workspace Collections to see what is available:

• Pro Actions: pre-built integrations from AVCodex.
• Workspace: Collections shared by your team.
• Your Collections: Collections you have created.

Import to your agent#

1. Find the Collection you want.
2. Click Import.
3. Configure required variables (API keys, base URLs).
4. The actions are added to your agent.

Collections use variables for values that change between agents:

What variables are#

Variables are placeholders that get filled in at import time:

API URL: https://api.example.com/v1
API Key: {{API_KEY}}       ← Variable

Each agent that imports the Collection provides its own key. The integrator's monitoring API key stays separate from the dealer-program shared agent's key.

Variable types#

Setting variable values#

When importing a Collection:

1. You'll see required variables.
2. Enter a value for each.
3. Values are stored securely per agent.
4. You can update them later in the action settings.

View your Collections#

See every Collection you have created or imported in Build > Custom Actions.

Update a Collection#

When you change actions in your source agent:

1. Make the edits.
2. Re-publish the Collection.
3. Agents using it can pull the update.

Remove a Collection#

To remove an imported Collection:

1. Find the Collection in your agent.
2. Click the settings icon.
3. Select Remove Collection.

This removes the actions from that agent. The Collection itself is not deleted.

Keep Collections focused#

Build Collections around a single integration or a single use case:

Good:

• "Crestron XiO Cloud" - device status, room recovery, deployment actions.
• "Q-SYS Reflect" - core health, peripheral status, design version checks.
• "ServiceNow Field Tickets" - create, update, assign, close.

Avoid:

• "All my actions" - too broad, hard to maintain.
• "Misc utilities" - no clear purpose.

Variable naming#

Use clear, consistent names:

Good:
- XIO_CLOUD_API_KEY
- QSYS_REFLECT_BASE_URL
- SERVICENOW_INSTANCE

Avoid:
- key
- token1
- url

Documentation#

Add descriptions to your Collections and actions:

• What does each action do?
• What variables are required?
• Any prerequisites or setup needed (account scopes, license tiers, network access)?

"Variable not configured"#

An imported Collection is missing required values:

1. Open the Collection settings.
2. Click Configure Variables.
3. Enter the missing values.

"Action not working after import"#

1. Confirm the variable values are correct.
2. Verify API credentials are valid and not expired.
3. Test the action on its own.

"Can't see workspace Collections"#

1. Confirm you are in the correct workspace.
2. Check the Collection's sharing scope is set to Workspace.
3. Ask the creator to verify sharing settings.

With Action Collections in hand:

1. Review Custom Actions to build more integrations.
2. Explore Pro Actions for pre-built integrations.
3. See Parameters for advanced configuration.

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