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Use this form to define the forms from which you want to:
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Create automatic actions.
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Define default criteria for an action plan.
When you create a reference type, you must select the form from which you want to perform the functions listed above in the field.
The field is only used in connection with to create the connection between the table you select in the field and the form.
Navigating
the form
The following links and tables provide descriptions for the controls in this form.
Tabs
|
Tab |
Description |
|---|---|
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View and edit details about the reference type. |
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View and edit information about the criteria selected on the tab. |
Buttons
|
Button |
Description |
|---|---|
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Define criteria to control the distribution of among employees in an . |
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Define the actions and their appearance in the submenu on the form selected on the . |
Fields
|
Field |
Description |
|---|---|
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|
Identification of the reference type. |
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Description of the reference type. |
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Activate action management for this reference type. |
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Activate a questionnaire for this reference type. |
