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.
- 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)