A UDA can be defined globally for the farm in SharePoint Central Administration, for a specific site collection or for individual sites.
Note: UDAs must be initially created at a Site level. They can then be used at the:
To manage UDAs for a Site:
To manage UDAs for the Site Collection:
To manage User Defined Actions for the Web Farm:
Things to note when using UDAs:
UDAs for a Site and Site Collection level can be modified.
UDAs at the Farm level will need to be exported and imported into a Development environment at the site level to be modified.
To modify a UDA:
UDAs at the Farm level will need to be exported and imported into a Development (or just a different environment) environment at the site level to be modified. This is because each UDA in each environment has a unique GUID. This GUID is maintained in the Development environment when the UDA is imported. After the modifications are made, you can export the modified UDA and import at the Farm level in Central Administration. This will overwrite the current UDA as the GUID is the same.
If this process is not done correctly, you will create multiple UDAs with the same name, but different GUIDs.
UDAs can be removed from a site, site collection or web farm level.
To delete a UDA:
UDAs can be exported and imported.
To import a UDA:
To export a UDA:
This will move the UDA to be managed from the parent scope. To promote a UDA:
This function displays all workflows that currently use the UDA. It provides information such as the Workflow name and Workflow Version that uses the UDA and the version of the UDA it's using.