1. Open a form for which you have defined and .

    For more information about using reference types, see About reference types.

  2. Click , and in the menu select the action type that you want to create. The form opens. Settings for the current item, as well as the related reference type and action type, are copied automatically to the action.

  3. Enter the appropriate information in the remaining boxes.

Note Note

You can view a list of all actions for the current item by clicking and selecting .