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Change Event Operation Keys

A glossary of the operation keys Toolio records in Change History, with the full list grouped by area.

Every time you save an edit, run a forecast, or change a setting, Toolio records a Change Event so you can see who changed what, when, and why in Change History. Each change event is tagged with an Operation Key that identifies the action that produced it. This article explains what operation keys are, how they show up in Change History, and lists all of them grouped by area.

Use Cases

  • Understand a Change History entry — Translate an operation key like UpdatePrices or ForecastMFPBudgets into the action it represents.

  • Filter the Change Events page — Narrow the log to a specific type of action by filtering on its operation key.

  • Audit a category of activity — Group related keys (for example, everything under Allocation or Integrations) to review a whole area of changes.

What Is an Operation Key

An Operation Key is a short, stable name for the action that generated a change event. Toolio creates a change event automatically whenever an action successfully changes data in your tenant, and stamps it with the operation key, the user who made the change, a timestamp, and metadata describing what was affected.

Most operation keys are named after the action itself, so they read fairly plainly once you know the pattern:

  • Keys that start with Create, Update, or Delete add, change, or remove a record (for example, CreateDashboard, UpdateLocation, DeleteScenario).

  • Keys that start with Async run in the background, typically for larger jobs (for example, AsyncAllocateByStrategy, AsyncForecastChoiceOffering).

  • Keys that start with Generate, Forecast, Seed, or Populate produce or refresh planning data and metrics.

  • A handful of keys are written in UPPER_SNAKE_CASE (for example, SET_MFP_BUDGETS, BULK_SAVE_CHOICES). These are high-volume save operations that Toolio labels explicitly.

How Operation Keys Appear in Change History

On the Change Events page (Settings > Change History), the operation key is the value you see and filter on for each row. Right-click a row and select Show Change Summary to see a readable breakdown of what the operation changed, or the raw request metadata when no summary is available. The metadata filter lets you combine an operation key with a specific metric or attribute — for example, all SET_MFP_BUDGET_VALUES changes that touched gross_sales_units.

Full List of Change Events

Every operation key belongs to a General Area so you can browse by the part of Toolio it relates to. The complete list is below, grouped by area. It is also maintained as a master spreadsheet.

AI & Tooli

Change Event

Explanation

DeleteTooliSkill

Deletes a Tooli skill.

SaveTooliSkill

Creates or updates a Tooli skill.

SetMcpServerAccess

Sets access to the Toolio MCP server for AI clients.

UpdateTooliAgent

Updates a Tooli agent configuration.

Allocation

Change Event

Explanation

AsyncAllocateByStrategy

Performs allocation of inventory according to a strategy asynchronously, typically in a background task.

AsyncApplyAllocationDefaults

Applies default allocation parameters in a background task.

AsyncCalculateAllocationStrategyROS

Asynchronously calculates recommended order quantities (ROS) for an allocation strategy.

AsyncPopulateAndAllocateByStrategy

Populates metrics and runs strategy-based allocation in one background task.

BulkUpdateAllocationStrategyOverrides

Applies override updates to allocation strategies across many items or locations.

CalculateAllocationMetrics

Runs calculations for metrics relevant to allocation decisions. (Legacy — no longer generated by current Toolio)

CalculateAllocationMetricsWithProfiles

Calculates allocation metrics while taking profile configurations into account. (Legacy — no longer generated by current Toolio)

CreateAllocationConfiguration

Creates a configuration that governs allocation behavior.

CreateAllocationDefaults

Creates default records or parameters used in allocation processes.

CreateAllocationGroup

Creates a group used to organize allocation rules or locations.

CreateAllocationProfile

Generates a new profile containing allocation rules or settings. (Legacy — no longer generated by current Toolio)

CreateAllocationStrategy

Creates a new strategy that determines how inventory is allocated.

DeleteAllocationDefaults

Deletes default allocation parameters.

DeleteAllocationGroup

Deletes an allocation group.

DeleteAllocationStrategy

Removes an existing allocation strategy from the system.

RemoveOverrideForAllocationStrategy

Deletes an override applied to an allocation strategy.

runRedistribution

Runs inventory redistribution across locations.

SaveAllocationStrategyLocationCurves

Saves curves that dictate how allocation strategies handle locations.

SeedAllocationStrategies

Seeds the database with default or sample allocation strategies.

UpdateActivationStatusForAllocationStrategy

Updates whether an allocation strategy is active or inactive.

UpdateAllocationConfiguration

Updates an allocation configuration.

UpdateAllocationDefaults

Updates default allocation parameters.

UpdateAllocationDefaultsOrders

Updates ordering of allocation defaults.

UpdateAllocationGroup

Updates an allocation group.

UpdateAllocationProfile

Modifies an allocation profile’s settings. (Legacy — no longer generated by current Toolio)

UpdateAllocationStrategy

Updates details of an allocation strategy.

UpdateRedistributionGroupSupplyChain

Updates supply-chain settings for a redistribution group.

Assortments

Change Event

Explanation

AddChoicePack

Adds a pack (pre-defined size/quantity bundle) to a choice.

ApplyAssortmentPlanDefaultsToChoices

Applies the assortment plan's default settings to selected choices.

ApproveMergeRequest

Approves a scenario merge request so its changes can be merged.

AssignActualChoice

Links a planned choice to its realized (actual) choice.

AssignLikeForLike

Assigns a like-for-like reference choice used to seed forecasts.

AssignPlmChoice

Links a Toolio choice to a choice from a connected PLM system.

AsyncUpdateChoiceStatuses

Updates the status of choices (such as active or inactive) asynchronously.

BULK_SAVE_CHOICES

Saves a large batch of choice records in a single operation.

BULK_SAVE_CHOICES_WITH_METRICS

Saves multiple choice records along with associated metrics at once.

CalculateAssortmentSummary

Computes summary statistics for an assortment, such as totals or averages.

CalculateNewAssortmentSummary

Builds a fresh summary for a newly created or updated assortment.

ChangeScenarioOwner

Transfers ownership of a scenario to another user. (Legacy — no longer generated by current Toolio)

CreateAssortment

Builds a new assortment of products for planning or ordering.

CreateAssortmentGroup

Creates a grouping of assortments for organizational or planning purposes.

CreateAssortmentPlanDefaults

Creates the default settings applied to new assortment plan items.

CreateChoice

Creates a new product choice.

CreateChoiceFromLikeForLike

Creates a choice seeded from a like-for-like reference.

CreateChoiceFromPlm

Creates a choice from data in a connected PLM system.

CreateChoiceFromSourceChoice

Creates a choice by copying an existing source choice.

CreateChoiceFromStyleBank

Creates a choice from a style-bank template.

CreateChoiceWithRepeat

Creates a choice along with repeat/carryover instances.

CreateNewAssortment

Creates a brand-new assortment (possibly replacing an old one).

CreateNewAssortmentPlanConfiguration

Creates configuration for a next-generation assortment plan.

CreateOrUpdateChoiceWithExtend

Creates or updates a choice, extending it with additional data.

CreateScenario

Generates a new planning or simulation scenario.

CreateScenarioFromSettings

Creates a scenario from a saved set of settings.

CreateScenarioWithMetrics

Creates a scenario and populates it with metric data.

DeleteAssortment

Deletes an assortment and its associated data.

DeleteAssortmentGroup

Removes a group of assortments.

DeleteAssortmentPlanDefaults

Deletes the default settings for assortment plan items.

DeleteChoices

Deletes one or more choices.

DeleteNewAssortment

Deletes a newly created assortment before it is finalized.

DeleteScenario

Deletes a planning or simulation scenario.

DeleteScenarios

Removes multiple scenarios at once.

DelinkChoices

Breaks the link between choices and other entities, such as assortments.

DuplicateChoices

Creates a copy of one or more choice records.

GenerateAssortmentLineItemsFromItemMetrics

Produces assortment line items based on item metrics.

generateAssortmentPlanItemsByVariantIds

Creates assortment plan items for specific product variants.

GenerateItemPlans

Creates item-level planning data.

PopulateAssortmentPlanItemMetrics

Fills in metrics for assortment plan items. (Legacy — no longer generated by current Toolio)

PromoteScenarioToMaster

Makes a scenario the new master or official scenario. (Legacy — no longer generated by current Toolio)

RejectMergeRequest

Rejects a scenario merge request.

RemoveChoicePack

Removes a pack from a choice.

RenameScenario

Changes the name of a scenario.

SAVE_ASSORTMENT_PLAN_ITEMS

Saves assortment plan items in bulk.

SeedAssortmentLineItems

Seeds line items within an assortment for initial data setup.

SeedNewAssortmentFromRationalizationScenario

Creates a new assortment using data from a rationalization scenario.

SetChoicePackIncluded

Includes or excludes a pack for a choice.

SetLockOnScenario

Locks a scenario to prevent edits.

ShareScenario

Shares a scenario with other users.

UnshareScenario

Stops sharing a scenario with other users.

UpdateAssortment

Updates an existing assortment’s data.

UpdateAssortmentGroup

Modifies a group of assortments.

UpdateAssortmentPlanDefaults

Updates the default settings for assortment plan items.

UpdateChoices

Updates one or more choices.

UpdateChoiceStatuses

Updates the status (active, archived, etc.) for choices.

UpdateNewAssortment

Updates a next-generation assortment.

UpdateNewAssortmentPlanConfiguration

Updates configuration for a next-generation assortment plan.

updateScenario

Updates an existing planning scenario.

UpdateScenarioType

Changes the type classification of a scenario.

Budget & Financial Planning

Change Event

Explanation

AggregateMultiTenantMfp

Aggregates Merchandise Financial Plan data across multiple tenants.

CopyMetricsOfScenarioOfMFP

Copies metrics for Merchandise Financial Planning (MFP) from one scenario to another.

CreateMDQProfile

Creates a profile for Markdown (MDQ) or margin/markdown decisions.

CreateMultiPlanConfiguration

Generates a configuration for multi-plan scenarios or modules.

DeleteMultiPlanConfiguration

Deletes a configuration for multi-plan management.

ForecastMFPBudgets

Creates or updates budgets for Merchandise Financial Planning (MFP).

MoveBudgetsOfAttributes

Transfers budget allocations among different product attributes.

ReconcileMFPPlans

Reconciles or aligns Merchandise Financial Plans with actuals or forecasts.

SeedBudgets

Seeds budgeting data, possibly for initial setup or testing. (Legacy — no longer generated by current Toolio)

SeedMFPBudgets

Seeds budgets for the Merchandise Financial Planning module.

SeedMFPBudgetsFromItemMetrics

Seeds MFP budgets based on existing item metrics.

SET_MFP_BUDGET_VALUES

Sets specific values for MFP budgets.

SET_MFP_BUDGETS

Assigns budgets in the MFP module.

UpdateMDQProfile

Updates a markdown (MDQ) profile.

UpdateMultiPlanConfiguration

Updates settings for multi-plan environments.

UpdatePrices

Changes prices for products or variants.

Clustering

Change Event

Explanation

addLocationsToSnapshot

Adds locations to an existing cluster snapshot.

AssignClusterGroups

Assigns items or locations to defined cluster groups for analysis or allocation purposes.

createAutomatedCluster

Initiates an automated clustering process for products or stores.

createAutomatedClusterGroup

Creates a group containing automated clusters.

CreateClusterGroup

Creates a new group of clusters for grouping similar items or stores.

createSnapshotFromClusterGroup

Generates a snapshot of data or metrics based on a cluster group.

deleteAutomatedCluster

Deletes an automated cluster configuration.

deleteAutomatedClusterGroup

Removes a group containing automated clusters.

DeleteClusterGroup

Deletes an existing cluster group.

reTriggerAutomatedClusterGroupMetricCalculation

Re-runs metric calculations for an automated cluster group.

setAutomatedClusterGroupAsDefault

Designates an automated cluster group as the default.

updateAutomatedCluster

Updates the configuration of an automated cluster.

updateAutomatedClusterGroup

Updates properties of an automated cluster group.

updateAutomatedClusterGroupMetricInclusion

Updates which metrics are included in an automated cluster group.

updateAutomatedClusterGroupMetrics

Refreshes metrics for an automated cluster group.

updateAutomatedClusterPriorities

Changes priority settings for automated clusters.

UpdateClusterGroup

Updates details about a cluster group.

UpdateClusterGroupOrder

Changes the ordering or priority of cluster groups.

Dashboards & Views

Change Event

Explanation

BulkDeleteViews

Deletes multiple saved views in a single operation.

BulkOrderAndFullUpdateDashboardWidget

Refreshes or orders data for a dashboard widget in bulk mode.

CreateCustomColumn

Adds a custom field or column to data models or user interfaces.

CreateDashboard

Builds a new dashboard in the system.

CreateDashboardWidget

Creates a widget to display metrics or data on a dashboard.

CreateLongTextColumn

Creates a long-text (free-form) column.

CreatePresentationProfile

Creates a profile describing how items should be presented (e.g., display order).

CreateSection

Creates a new section within a plan, location, or product hierarchy.

deleteCustomColumn

Removes a custom column from a dataset or user interface.

DeleteDashboard

Removes an entire dashboard.

DeleteDashboardWidget

Deletes a specific widget from a dashboard.

DeleteLayout

Removes a layout, such as a saved dashboard or grid arrangement.

DeletePresentationProfile

Removes a presentation profile.

DeleteSection

Deletes a section from a plan or hierarchy.

DeleteView

Deletes a saved view or report.

DuplicateDashboard

Creates a copy of an existing dashboard.

RenameDashboard

Changes the name of an existing dashboard.

SaveLayout

Saves the current layout of a dashboard or report.

SaveView

Saves a view or filter configuration for later use.

SetDefaultDashboard

Sets a dashboard as the default.

SetDefaultLayout

Sets a particular layout as the default for dashboards or views.

SetDefaultView

Makes a specific view the default when opening a module or report.

UpdateCustomColumn

Updates the definition of a custom column.

UpdateDashboardLayout

Changes the layout of a dashboard.

UpdateDashboardSection

Updates a section within a dashboard.

UpdateDashboardWidget

Updates the properties or data source of a dashboard widget.

updateDefaultDashboard

Updates the default dashboard.

updateDefaultViewForContext

Sets or changes the default view for a particular context or user.

UpdatePresentationProfile

Modifies how items are presented in planning or reporting.

UpdatePresentationProfileSizeMappings

Updates size mappings within a presentation profile.

UpdateSaveWithComments

Saves data with comments or notes attached.

UpdateSection

Updates details about a section in the planning hierarchy.

Export

Change Event

Explanation

ChangeStatusOfExporterConfiguration

Enables or disables an exporter configuration.

CreateExporterConfiguration

Sets up configuration for exporting data to an external system.

CreateExportMapper

Creates mapping rules used when exporting data. (Legacy — no longer generated by current Toolio)

DeleteExporterConfiguration

Deletes an exporter configuration.

DuplicateExporterConfiguration

Creates a copy of an exporter configuration.

ExportAllocationStrategyData

Exports allocation strategy data.

ExportChoiceData

Exports choice data.

ExportChoiceDataToCsv

Exports choice data to a CSV file. (Legacy — no longer generated by current Toolio)

ExportPurchaseOrderToSftp

Sends purchase order data to an SFTP location.

ExportRecommendedPurchaseOrderToCsv

Exports recommended purchase orders to a CSV file.

ExportRecommendedPurchaseOrderToNetsuite

Sends recommended purchase orders directly to NetSuite.

ExportRecommendedPurchaseOrderToSftp

Transfers recommended purchase orders via SFTP.

exportRecommendedTransferOrdersToCsv

Exports transfer orders to a CSV file.

exportRecommendedTransferOrdersToNetsuite

Sends recommended transfer orders to NetSuite.

exportRecommendedTransferOrdersToS3

Exports transfer orders to Amazon S3.

exportRecommendedTransferOrdersToSftp

Exports transfer orders via SFTP.

GenerateExportJob

Creates a generic data export job.

generateNetsuiteExportJob

Creates a job to export data to NetSuite.

GenerateNetsuitePurchaseOrderExportJob

Generates a job specifically for exporting purchase orders to NetSuite.

GeneratePurchaseOrdersWithExportMapper

Uses a mapping to generate purchase orders tailored for export. (Legacy — no longer generated by current Toolio)

GenerateS3ExportJob

Sets up a job to export data to Amazon S3. (Legacy — no longer generated by current Toolio)

TriggerHermes

Triggers an operation or data export via the Hermes service.

UpdateExporterConfiguration

Updates settings for data exporters.

UpdateExportMapper

Modifies mapping rules used when exporting data. (Legacy — no longer generated by current Toolio)

General & Data Management

Change Event

Explanation

BulkDeleteDatasets

Deletes multiple datasets in a single operation.

Datasets

Likely a generic event for handling dataset operations.

InvalidateMultipleKeys

Invalidates or clears multiple cache keys.

Import

Change Event

Explanation

CreateImportFilter

Defines a filter to apply during import operations. (Legacy — no longer generated by current Toolio)

deleteImporterConfiguration

Removes an importer configuration.

importColumnMetas

Imports metadata definitions for columns or fields.

ImportMapperInput

Imports mapping configuration data used during data import. (Legacy — no longer generated by current Toolio)

ImportOutputMappings

Imports output-mapping definitions used by metric rules.

SaveImporterConfiguration

Persists configuration settings for data importers.

saveMissingImportNotificationSettings

Saves configuration for missing-import notifications.

updateImporterConfigurationDefaultStatus

Changes whether an importer configuration is marked as default.

UpdateImportFilter

Updates filter criteria used during import operations. (Legacy — no longer generated by current Toolio)

UpdateImportMapper

Updates mapping rules used in imports. (Legacy — no longer generated by current Toolio)

Integrations

Change Event

Explanation

ChangeLastProcessedAtForIntegrationResource

Updates the timestamp indicating when an integration resource was last processed.

CheckFulfilDataWarehouseAccess

Verifies connectivity to the Fulfil data warehouse integration.

CheckNetsuiteAccess

Verifies connectivity or credentials for the NetSuite integration.

CheckSftpAccess

Confirms that SFTP access or credentials are valid.

CheckShopifyAccess

Checks integration settings for connecting to Shopify.

CheckSnowflakeAccess

Checks credentials and connectivity for the Snowflake integration.

CreateIntegrationAzure

Sets up an Azure Blob Storage integration.

CreateIntegrationBigQuery

Sets up a Google BigQuery integration.

CreateIntegrationCin7

Establishes an integration with the Cin7 system.

CreateIntegrationFulfil

Sets up a Fulfil integration.

CreateIntegrationFulfilDataWarehouse

Sets up a Fulfil data warehouse integration.

CreateIntegrationGoogleCloudStorage

Sets up a Google Cloud Storage integration.

CreateIntegrationNetsuite

Sets up a NetSuite integration.

CreateIntegrationRedshift

Sets up an Amazon Redshift integration.

CreateIntegrationResource

Creates a resource (e.g., API credentials) used in integrations.

CreateIntegrationS3

Configures integration with Amazon S3 for file storage or transfers.

CreateIntegrationSap

Sets up a SAP integration.

CreateIntegrationSapS4

Sets up a SAP S/4HANA integration.

CreateIntegrationSftp

Establishes an SFTP integration for file transfers.

CreateIntegrationShopify

Sets up a Shopify integration.

CreateIntegrationSnowflake

Creates a connection to a Snowflake data warehouse.

StopOngoingIntegrationResource

Stops an in-progress integration resource run.

TriggerIntegration

Activates an integration process or workflow.

UpdateIntegrationAzure

Updates an Azure Blob Storage integration.

UpdateIntegrationBigQuery

Updates a Google BigQuery integration.

UpdateIntegrationCin7

Updates a Cin7 integration.

UpdateIntegrationFulfil

Updates a Fulfil integration.

UpdateIntegrationFulfilDataWarehouse

Updates a Fulfil data warehouse integration.

UpdateIntegrationGoogleCloudStorage

Updates integration settings for Google Cloud Storage.

UpdateIntegrationNetsuite

Updates the configuration for NetSuite integration.

UpdateIntegrationRedshift

Updates an Amazon Redshift integration.

UpdateIntegrationResource

Modifies a resource (credentials, tokens, etc.) used in integrations.

UpdateIntegrationS3

Updates an Amazon S3 integration.

UpdateIntegrationSap

Updates a SAP integration.

UpdateIntegrationSapS4

Updates a SAP S/4HANA integration.

UpdateIntegrationSftp

Updates SFTP integration settings.

UpdateIntegrationShopify

Modifies settings for Shopify integration.

UpdateIntegrationSnowflake

Updates a Snowflake integration.

Inventory & Orders

Change Event

Explanation

AggregateApprovedReceipts

Aggregates approved receipt quantities for planning or reporting.

ApplyPONumberingRule

Applies a purchase-order numbering rule to generated PO documents.

ApproveRecommendedPurchaseOrderDocument

Approves a recommended purchase order so that it can move forward in the procurement workflow.

AsyncFlowOnOrderToReceipts

Converts on‑order quantities to expected receipts asynchronously in the planning system.

AsyncGenerateChoiceReceipts

Creates receipt plans for choices asynchronously, often after purchase orders are confirmed.

AsyncGenerateChoiceReceiptsByActualChoices

Generates receipts for specific actual choices in a background process. (Legacy — no longer generated by current Toolio)

AsyncGenerateInventoryByChoices

Creates inventory projections for product choices asynchronously.

AsyncGenerateReceipts

Generates receipts for purchase orders asynchronously. (Legacy — no longer generated by current Toolio)

BulkDeleteRecommendedPurchaseOrderDocument

Deletes multiple recommended purchase order documents in bulk.

BulkOperateLineItems

Performs a bulk operation on recommended purchase-order line items.

CommitRecommendedPurchaseOrderDocument

Finalizes a recommended purchase order document so it can no longer be changed.

CreateInventoryGroup

Creates a grouping of inventory items for planning or reporting.

CreatePONumberingRule

Creates a rule for numbering purchase-order documents.

CreatePrepack

Creates a prepack (fixed assortment of sizes shipped as one unit).

CreateRecommendedPurchaseOrderDocument

Generates a document with recommended purchase orders.

CreateWarehouseSplitProfile

Creates a profile for splitting inventory across warehouses.

DeleteInventoryGroup

Deletes a grouping of inventory items.

DeletePONumberingRule

Deletes a purchase-order numbering rule.

DeletePrepack

Deletes a prepack definition.

DeleteRecommendedPurchaseOrderDocument

Deletes a recommended purchase order document.

DeleteWarehouseSplitProfile

Deletes a warehouse split profile.

GenerateInventory

Generates inventory projections or new inventory data.

GenerateInventoryFromReceipts

Generates inventory records based on receipt data. (Legacy — no longer generated by current Toolio)

GenerateInventoryFromReceiptsForMfp

Generates MFP-specific inventory from receipt information.

GenerateInventoryFromReceiptsForMfpMultiScenario

Generates MFP inventory from receipts across multiple scenarios.

GenerateInventoryMultiScenario

Generates inventory projections across multiple scenarios.

GeneratePurchaseOrder

Creates a single purchase order.

GeneratePurchaseOrders

Creates multiple purchase orders at once.

GeneratePurchaseOrdersWithExporterConfiguration

Generates purchase orders using specific exporter settings.

GenerateReceiptsFromInventoryForMfp

Derives receipts from inventory for MFP planning. (Legacy — no longer generated by current Toolio)

GenerateReceiptsPlan

Creates a plan that outlines expected receipts over time.

MoveOnOrderToReceiptsForMfp

Converts on-order quantities to receipts in the MFP module.

MoveTransferReceiptsForMFP

Moves transfer receipts into MFP metrics or modules.

refreshRecommendedPurchaseOrderLineItems

Updates line items within recommended purchase orders.

SetPrepackActive

Activates or deactivates a prepack.

UpdateInventoryGroup

Updates a grouping of inventory items.

UpdatePONumberingRule

Updates a purchase-order numbering rule.

UpdatePrepack

Updates a prepack definition.

UpdateRecommendedPurchaseOrderDocuments

Updates multiple recommended purchase order documents.

UpdateRecommendedPurchaseOrderLineItems

Updates line items within recommended purchase orders.

updateRecommendedTransferOrder

Updates details for a recommended transfer order.

UpdateWarehouseSplitProfile

Updates a warehouse split profile.

Locations

Change Event

Explanation

BulkRefreshLocationStrategyValuesOfAllocationStrategy

Recomputes location strategy values for an allocation strategy across many records.

BulkUpdateLocations

Updates many locations at once (e.g. attributes or status).

CreateChoiceLocationExclusionRule

Defines a rule to exclude certain locations from specific choices.

CreateLocation

Adds a new location, such as a store or warehouse.

CreateLocationCurve

Generates a curve used for location-based planning (e.g., sales curves by store).

CreateLocationList

Creates a list grouping multiple locations together.

CreateLocationListValue

Adds an individual location entry to a location list.

CreateLocationStrategy

Creates a strategy for how locations are used in planning or allocation. (Legacy — no longer generated by current Toolio)

CreateLocationStrategyValue

Defines the parameters or values for a location strategy.

DeleteChoiceLocationExclusionRule

Removes a rule that excluded certain locations from choices.

DeleteLocationCurve

Deletes a location curve used in planning.

DeleteLocationList

Removes an entire list of locations.

DeleteLocationListValue

Deletes a specific location entry from a list.

DeleteLocationStrategy

Deletes a location strategy configuration. (Legacy — no longer generated by current Toolio)

DeleteLocationStrategyValue

Removes the values or parameters for a location strategy.

GenerateLocationCurveContributions

Calculates how locations contribute to overall curves or demand.

QueueAllChoiceLocationExclusionRulesForIndexing

Queues all choice-location exclusion rules for indexing.

QueueAllChoiceLocationExclusionRulesForIndexingWithChoiceIds

Queues location exclusion rules for indexing based on choice IDs.

SaveLocationCurveContributions

Records contributions to location curves.

SetLocationRedistributionGroup

Assigns a location to a redistribution group.

UpdateChoiceLocationExclusionRule

Modifies rules that exclude locations from choices.

UpdateLocation

Updates data for a location such as a store or warehouse.

UpdateLocationCurve

Updates the curve used for location-based planning metrics.

UpdateLocationList

Updates a list of locations.

UpdateNumberOfLocationsForChoices

Changes the number of locations associated with certain choices.

UpdateSourceLocationsForLocation

Updates source location references for a given location.

Metrics & Forecasting

Change Event

Explanation

AggregateMetricsForChoices

Calculates and aggregates metrics (e.g., sales or demand) across multiple product choices.

AsyncConstrainSalesByInventory

Runs a task to adjust sales forecasts based on current or projected inventory constraints.

AsyncFlowBookingsToSalesForChoiceOfferings

Flows bookings data into sales for choice offerings asynchronously.

AsyncForecastChoiceOffering

Generates forecasting for a choice offering using an asynchronous process.

AsyncForecastChoiceOfferingWithAI

Generates an AI-based forecast for a choice offering in a background task.

AsyncPopulateChoiceMetrics

Updates metrics for product choices asynchronously, typically after new data arrives.

AsyncSeedChoiceOfferingScenarioMetrics

Seeds scenario metrics for choice offerings in an asynchronous task. (Legacy — no longer generated by current Toolio)

BulkSaveChoiceOfferingScenarioMetrics

Saves metrics for numerous choice offering scenarios simultaneously.

CalculateDistinctMetricsForChoices

Calculates unique metrics for each choice, ensuring no duplicates.

ConstrainSalesByInventory

Adjusts sales projections to align with inventory availability.

CopyMetricsOfScenarioOfItemMetrics

Copies metric data from one scenario to another for item-level metrics.

createAbcXyzConfig

Creates an ABC/XYZ classification configuration.

CreateCustomLastYearMapping

Sets up mappings for referencing prior-year data.

CreateDerivedMetric

Defines a metric that is calculated from other metrics.

CreateItemMetricsForVariants

Generates metrics for specific product variants.

CreateMetricRuleSet

Establishes a set of rules for calculating or validating metrics.

CreateNonScheduledMetricSnapshot

Takes a snapshot of metrics outside the scheduled cadence.

CreatePriceElasticityModel

Creates a model that estimates price elasticity of demand.

CreatePromoCausal

Sets up causal factors or metrics for promo analysis.

CreatePromoImpactPriceElasticityModel

Creates a price-elasticity model that accounts for promo impact.

CreateScheduledMetricSnapshot

Schedules an automatic snapshot of metrics for reporting.

deleteAbcXyzConfig

Deletes an ABC/XYZ classification configuration.

DeleteCustomLastYearMapping

Deletes previously defined mappings for last year’s data.

DeleteItemMetricsByFilters

Deletes item metrics that match certain filters or criteria.

DeleteMetricRuleSet

Deletes a set of rules used to calculate or validate metrics.

DeleteMetricSnapshot

Removes a metric snapshot from historical records.

DeletePriceElasticityModel

Deletes a price-elasticity model.

DeletePromoCausal

Deletes causal factors or metrics related to promotions.

DeleteScheduledMetricSnapshot

Removes a scheduled metric snapshot. (Legacy — no longer generated by current Toolio)

DeleteScheduledMetricSnapshotById

Deletes a scheduled metric snapshot by its ID.

EditScheduledMetricSnapshot

Edits the settings for a scheduled metric snapshot.

ExecutePostSaveMetricRules

Runs the post-save metric rules that recompute dependent metrics.

FlowBookingsToSales

Moves bookings data into sales records or metrics.

ForecastChoiceOfferings

Generates a forecast for upcoming choice offerings.

ForecastItemMetrics

Forecasts metrics for items, such as sales or receipts.

ForecastItemMetricsWithProfiles

Generates item forecasts that consider profile data (e.g., store or customer profiles).

LINK_CHOICE_FOR_AI_FORECAST

Links a choice so it is included in AI forecasting.

PopulateChoiceSimilarityMetrics

Populates similarity metrics used to find comparable choices.

RealizeMetrics

Finalizes and records metrics (often after forecasting or simulation).

RenameMetricSnapshot

Renames a stored snapshot of metrics.

RepopulateMetrics

Recalculates and reloads metrics from source data.

RepopulateSimilarChoicesOfAChoice

Recomputes the set of choices similar to a given choice.

SaveSpread

Saves a spread configuration used to distribute metric values.

ScheduleMetricSnapshot

Schedules a future snapshot of metrics to be taken automatically. (Legacy — no longer generated by current Toolio)

SeedItemMetrics

Seeds baseline item metrics.

SeedItemMetricsByFilters

Seeds item metrics filtered by specific criteria. (Legacy — no longer generated by current Toolio)

SET_ITEM_METRICS

A direct event to set or update item metrics.

SetMarkedAsNotSimilar

Marks a choice as not similar to another, excluding it from similarity.

setTemplateMetricRuleSet

Sets a metric rule set as a reusable template.

simulateRetrend

Simulates a retrend to preview forecast changes without saving.

SpreadItemMetricsByMappingId

Distributes item metrics across items using a mapping ID.

syncRealizeMetrics

Synchronizes realized metrics with other data or systems.

TriggerPriceElasticityMetricsCalculation

Triggers calculation of price-elasticity metrics.

UNLINK_CHOICE_FOR_AI_FORECAST

Unlinks a choice so it is excluded from AI forecasting.

updateAbcXyzConfig

Updates an ABC/XYZ classification configuration.

UpdateCustomLastYearMapping

Updates a mapping used to reference prior-year data.

UpdateDemandMetricsConfiguration

Modifies configuration for demand metrics calculations.

UpdateMetricRuleSet

Changes rules used for metric calculations or validations.

UpdateMlConfiguration

Updates machine-learning (forecasting) configuration.

UpdatePriceElasticityModel

Updates a price-elasticity model.

UpdatePriceElasticityModelSection

Updates a section within a price-elasticity model.

UpdatePromoCausal

Updates causal metrics or factors associated with promotions.

UpdateSpreadValues

Updates spread values for metrics or curves.

Notifications & Email

Change Event

Explanation

CreateNotificationSubscription

Subscribes a user to a category of notifications.

CreateScheduledEmailConfiguration

Sets up a configuration for sending scheduled emails.

DeleteNotificationSubscription

Removes a user's notification subscription.

DeleteScheduledEmailConfiguration

Deletes a scheduled email configuration.

MarkAllNotificationsAsSeen

Marks all user notifications as read or seen.

ResolveNotification

Marks a notification as resolved or handled.

ResolveNotifications

Marks notifications as resolved.

TriggerScheduledEmailConfiguration

Initiates sending of a scheduled email based on configuration.

UpdateNotificationSettings

Modifies how users receive notifications.

UpdateNotificationSubscription

Updates a user's notification subscription.

UpdateScheduledEmailConfiguration

Updates settings for scheduled email jobs.

Products & Options

Change Event

Explanation

ChangeStatusOfCalculatedAttribute

Activates or deactivates a calculated attribute.

CreateCalculatedAttribute

Creates an attribute whose value is calculated from other data.

CreateDynamicGroup

Creates a dynamic group whose members are defined by rules.

CreateDynamicGroupContainer

Creates a container that holds dynamic groups.

CreateOptionAttribute

Adds a new attribute that can be used to describe product options.

CreateOptionAttributeMapping

Creates a mapping between option attributes and external values.

CreateOptionAttributeMappingValue

Adds specific values for option attribute mappings.

CreateOptionAttributeMappingWithValues

Creates a mapping and its values in one operation.

CreateOptionAttributeValue

Adds a value to an option attribute.

createProductHierarchy

Creates a product hierarchy definition.

createProductHierarchyGroup

Creates a group within the product hierarchy for organizational purposes.

DeleteCalculatedAttribute

Deletes a calculated attribute.

DeleteDynamicGroup

Deletes a dynamic group.

DeleteDynamicGroupContainer

Deletes a dynamic group container.

DeleteOptionAttribute

Removes a product option attribute.

DeleteOptionAttributeMapping

Deletes a mapping for option attributes.

DeleteOptionAttributeMappingValue

Deletes specific mapping values for an option attribute.

RemoveOptionFromMetrics

Removes a product option from metric calculations.

repopulateProductHierarchyGroupValues

Reloads values within a product hierarchy group.

SaveOptionAttributeValues

Saves values for option attributes.

TriggerPopulateCalculatedAttributeData

Triggers population of data for a calculated attribute.

UpdateCalculatedAttribute

Updates a calculated attribute definition.

UpdateDynamicGroup

Updates a dynamic group.

UpdateDynamicGroupContainer

Updates a dynamic group container.

UpdateOptionAttribute

Updates an option attribute for products.

UpdateOptionAttributeMapping

Updates mapping configuration for option attributes.

UpdateOptionAttributeMappingValue

Modifies specific values in an option attribute mapping.

UpdateOptionAttributeMappingWithValues

Updates mapping and value assignments for option attributes in a single operation.

UpdateOptionAttributeWithValues

Updates an option attribute along with its associated values.

updateProductHierarchyGroupStatuses

Updates statuses within product hierarchy groups.

Rationalization

Change Event

Explanation

CreateRationalizationScenario

Creates a new scenario for product rationalization analysis.

DeleteRationalizationScenario

Removes a scenario used for rationalization analysis.

ForceRationalizationScenarioMetricInclusion

Forces inclusion of specific metrics in a rationalization scenario.

RefreshRationalizationScenario

Updates data within a rationalization scenario to keep it current.

UpdateRationalizationScenario

Updates data or settings for a rationalization scenario.

Returns

Change Event

Explanation

CreateOrUpdateReturnProfileValues

Adds or updates return profile metrics or percentages.

CreateReturnProfile

Creates a profile defining expected return rates or patterns. (Legacy — no longer generated by current Toolio)

CreateReturnProfileWithPartitioning

Creates a return profile that uses partitioning logic (e.g., by location).

DeleteReturnProfile

Removes a return profile.

DuplicateReturnProfile

Duplicates a return profile configuration.

UpdateReturnProfileWithPartitioning

Updates a return profile that uses partitioning.

Roles & Permissions

Change Event

Explanation

CreateDatascope

Creates a datascope that limits which data users can see.

CreateRoleWithPermissions

Creates a new role and assigns specific permissions.

DeleteDatascope

Deletes a datascope.

DeleteRoleById

Deletes a user role identified by its ID.

SetDatasetPermissionType

Sets the permission type controlling access to a dataset.

setTemplatePermissionType

Sets the permission type for a template.

SetUserRole

Assigns a user to a specific role. (Legacy — no longer generated by current Toolio)

UpdateDatascope

Updates a datascope definition.

UpdateRoleDatascope

Updates the datascope assigned to a role.

UpdateRoleWithPermissions

Updates a role along with its permission set.

UpdateUserDatascope

Updates the datascope assigned to a user.

UpdateUserRoles

Changes the roles assigned to users.

Settings & Configuration

Change Event

Explanation

BulkUpdateColumnMeta

Updates metadata for multiple columns or fields in one batch operation.

CreateCalendarConfiguration

Establishes calendar-related settings, such as fiscal periods.

createChoiceColumnMetaFromProductVariantColumnMeta

Generates metadata for choice columns based on product variant column data.

CreateCustomExchangeRate

Creates a custom currency exchange rate.

createEvent

Creates a calendar or planning event.

CreateMergeRequest

Initiates a merge request, typically for version control or Git operations.

CreateSeason

Adds a new season or period to the planning calendar.

DeleteCalendarConfiguration

Deletes a calendar configuration.

DeleteCustomExchangeRate

Deletes a custom currency exchange rate.

deleteEvent

Deletes a calendar or planning event.

DeleteSeason

Removes a season or time period from the planning calendar.

removeChoiceColumnMetaFromProductVariantColumnMeta

Removes choice column metadata derived from product-variant columns.

SetColumnMetaOptions

Sets options or metadata for data columns.

SyncDataModels

Synchronizes data models across systems or modules.

UpdateCalendarConfiguration

Updates a calendar configuration.

UpdateCustomExchangeRate

Updates a custom currency exchange rate.

updateEvent

Updates a calendar or planning event.

UpdateOrganizationLogo

Updates the organization's logo.

UpdateOrganizationSettings

Updates settings that apply to the whole organization or tenant.

UpdateRetrendFeatureFlags

Updates feature flags that control retrend behavior.

UpdateSeasonDisplayOrders

Updates the display order of seasons.

Size & Sales Curves

Change Event

Explanation

ClearSizeCurveOverridesByAutomatedCluster

Clears size-curve overrides tied to an automated cluster.

CreateLaunchCurve

Creates a curve representing how product sales ramp up after launch.

CreateSalesCurveGenerator

Initializes a generator that can create sales curves.

CreateSellDownCurve

Creates a sell-down curve describing how inventory depletes over time.

CreateSizeCurve

Generates a size curve to allocate inventory by size.

CreateSizeRange

Defines a range of sizes (e.g., S–XL) for planning purposes.

DeleteChoiceSizeMetricOverridesByDateChoiceIdAndInventoryGroup

Deletes choice size-metric overrides matched by date, choice, and inventory group.

DeleteChoiceSizeMetricOverridesByFilter

Deletes choice size-metric overrides matching a filter.

DeleteLaunchCurve

Deletes a launch curve.

DeleteSalesCurveGenerator

Deletes a sales curve generator.

DeleteSellDownCurve

Deletes a sell-down curve.

DeleteSizeCurve

Deletes a size curve configuration.

DeleteSizeCurveOverride

Deletes a size-curve override.

deleteSizeRange

Removes a defined size range (e.g., set of sizes).

DuplicateSizeCurve

Creates a copy of a size curve.

GenerateSalesCurveValues

Calculates values for a sales curve model.

GenerateSizeCurveValues

Calculates values for a size curve.

RefreshLaunchCurve

Recomputes a launch curve from source data.

RefreshSellDownCurve

Recomputes a sell-down curve from source data.

SaveChoiceSizeMetricOverrides

Saves size-metric overrides for choices.

SaveChoiceSizeMetricOverridesByChoiceOfferingScenarioMetrics

Saves choice size-metric overrides derived from choice-offering scenario metrics.

UpdateChoiceSizeMetricOverridesOfDateAndChoiceSizes

Updates choice size-metric overrides for specific dates and sizes.

UpdateLaunchCurve

Updates the launch curve used for forecasting product rollouts.

UpdateLaunchCurveValue

Modifies specific values in a launch curve.

UpdateSalesCurveGenerator

Updates a sales curve generator configuration.

UpdateSalesCurveSpreadValues

Modifies spread values within a sales curve.

UpdateSellDownCurve

Updates a sell-down curve.

UpdateSellDownCurveValue

Updates a value within a sell-down curve.

UpdateSizeCurve

Modifies an existing size curve.

UpdateSizeRange

Updates the range of sizes used for planning.

UpsertSizeCurveOverrides

Creates or updates size-curve overrides.

Users & Access

Change Event

Explanation

CreateApiKey

Creates a Toolio API key for programmatic access.

CreateInvitations

Sends or creates invitations for users to join the platform or a workspace.

DeactivateUser

Deactivates a user account, preventing login or access.

DeleteInvitation

Cancels or removes a user invitation.

ReactivateUser

Reactivates a previously deactivated user account.

SetApiKeyEnabled

Enables or disables an API key.

UpdateApiKey

Updates an API key's settings.

FAQs

Why do I see an operation key that isn't in the list?

A few older keys are marked Legacy above — they may still appear in historical Change History entries from long-lived tenants, but current Toolio no longer generates them. If you find a key that is missing entirely, it may be a very recent addition; reach out to Toolio support and we'll get it documented.

Do read-only actions create change events?

No. Change events are only recorded when an action actually changes data. Simply viewing a plan, report, or dashboard does not create an entry.

Some keys look almost identical — why?

Toolio sometimes has several closely related actions (for example, GeneratePurchaseOrder and GeneratePurchaseOrders, or single- and multi-scenario variants). Each is a distinct operation, so each has its own key. The explanation column clarifies the difference.

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