ABOUT BUILDER: At this time, Builder is available to selected pilot customers only. However, all customers will be able to access Builder soon. To learn more about this new product, contact your customer success manager or submit a Customer Support Ticket. Information in this article may still be in development.
When you add components (such as new matter types, custom data fields, or data collections) to Actionstep, you’ll need to sync Actionstep with Builder so you have access to these components while automating your templates.
If you created a new matter type in Actionstep and want to access it in Builder, once the update is complete, you'll need to create a catalog and map it to this new matter type.
To do this:
- In Actionstep, go to Admin > Builder. The Actionstep Builder page appears.
- In the Update models section, click Update models. Changes you’ve made in Actionstep are synced to Builder.
- Optionally, if you've added a new matter type to Builder, you must create a new catalog and map the matter type to it.
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