---
title: "Create a User Action"
slug: "create-a-user-action"
updated: 2026-08-10T04:05:37Z
published: 2026-08-10T04:05:37Z
canonical: "support.whatfix.com/create-a-user-action"
---

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

# Create a User Action

Use User Actions to track how effectively your end users are using an application feature.

Use the following steps to create User Actions:

1. Launch application where you want to create User Actions, and then launch Whatfix Studio.
2. Scroll down to the bottom and click **User Action**. ![clm_studio_user action](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_studio_user%20action.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A57Z&se=2026-10-26T13%3A27%3A57Z&sr=c&sp=r&sig=WdFmzI54u%2FMQi8veJu2sFn3ASn8XEfu14RZjoXKed0M%3D)
3. Click **Create user action**. ![user_action_new_create](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/user_action_new_create.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A57Z&se=2026-10-26T13%3A27%3A57Z&sr=c&sp=r&sig=WdFmzI54u%2FMQi8veJu2sFn3ASn8XEfu14RZjoXKed0M%3D)
4. Select the desired UI element on the page that you want to track.
5. Review or edit the name of the User Action. ![2024-02-16_14-13-40](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2024-02-16_14-13-40.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A57Z&se=2026-10-26T13%3A27%3A57Z&sr=c&sp=r&sig=WdFmzI54u%2FMQi8veJu2sFn3ASn8XEfu14RZjoXKed0M%3D)

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Use a name that enables you to identify the element you are working with, on the Whatfix dashboard. This will help when looking up the usage later.
6. Click **Edit User Action Detail**. ![user_action_edit_ua_details](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/user_action_edit_ua_details.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A57Z&se=2026-10-26T13%3A27%3A57Z&sr=c&sp=r&sig=WdFmzI54u%2FMQi8veJu2sFn3ASn8XEfu14RZjoXKed0M%3D)
7. In **Tags (Optional)**, enter the name of the tag to select from the list.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/User%20Actions2%20%281%29.gif?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A57Z&se=2026-10-26T13%3A27%3A57Z&sr=c&sp=r&sig=WdFmzI54u%2FMQi8veJu2sFn3ASn8XEfu14RZjoXKed0M%3D)

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If the tag does not exist, type in the name of the tag and hit the **Enter** key to create a new tag.

1. Click **CONFIGURATIONS**, and then select the User Action completion rule using the dropdown. ![configurations](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/configurations.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A57Z&se=2026-10-26T13%3A27%3A57Z&sr=c&sp=r&sig=WdFmzI54u%2FMQi8veJu2sFn3ASn8XEfu14RZjoXKed0M%3D)

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Select the option that you want your users to perform on the element. The User Action is marked as complete only when the selected rule is performed. For more information, see [What are User Action Completion Rules?](/desktop/docs/what-are-user-action-completion-rules)
2. In the **ADVANCED OPTIONS** section, expand **Display Rules**, and then click **+ Add Rule**. ![user_action_add_rule](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/user_action_add_rule.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A57Z&se=2026-10-26T13%3A27%3A57Z&sr=c&sp=r&sig=WdFmzI54u%2FMQi8veJu2sFn3ASn8XEfu14RZjoXKed0M%3D)
3. Set the desired conditions. For more information, see [Visibility and Display Rule Conditions](/desktop/docs/visibility-and-display-rule-conditions).

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For accounts that do not have Smart Context enabled, applying the Display Rule is **mandatory**.

The rule applied must be URL based (such as hostname, path, parameter, or hash) to ensure User Actions that load on the application are specific to the particular page.
4. Click **Save Action**. ![save action](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/save%20action.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A57Z&se=2026-10-26T13%3A27%3A57Z&sr=c&sp=r&sig=WdFmzI54u%2FMQi8veJu2sFn3ASn8XEfu14RZjoXKed0M%3D)

Info

  - Each User Action is added as an individual action and can be accessed on the Whatfix Analytics dashboard. For more information, see [Edit a User Action](/desktop/docs/editing-a-user-action).
  - On the User Actions page, click **Filter** to list User Actions based on the creator. ![user_actions_filter](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/user_actions_filter.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A27%3A57Z&se=2026-10-26T13%3A27%3A57Z&sr=c&sp=r&sig=WdFmzI54u%2FMQi8veJu2sFn3ASn8XEfu14RZjoXKed0M%3D)
  - User Actions do not have any visual characteristics and cannot be previewed using the **Preview mode**.
  - User Action is available for JS embed, Extension, and Export model deployment customers.

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  - After creating and reviewing User Actions, you have to [publish the User Actions](/desktop/docs/should-i-do-a-push-to-production-for-any-content-changes) to make them live on the application.
  - Once the User Actions are live, you can track the usage and engagement of the events you have created using Get User Action Analytics.