Actions – v4 Custom
Actions can be generated from most modules or directly from within the Actions module itself. Different levels of access have different responsibilities in the Actions module, as shown below.
Contents:
- Introduction
- General information
- Access levels
- Process or Workflow
- Administration (Action templates)
- Action Management (Create an Action, Action from the Action Templates, Send Notifications, Overdue Actions, Tracking Action Updates, Close Action).
- Search for an Action or Display Actions (Create a Search Report, Display Actions)
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