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Use this form to create new actions and respond to actions from the dialog box.

Dependencies are a chain of actions that are linked together. A particular action response type can automatically result in the creation of a new action that depends on the preceding action. For example, you might decide that the response type Call for an action of the type Offer should automatically create a new action of the type Phone call. Here, the action Phone call is the next link and depends on the action Offer.

Navigating the form

The following tables provide descriptions for the controls in this form.

Buttons

Button

Description

Create and manage responses for dependencies.

Fields

Field

Description

Automatically assigned number based on the number sequence ID, which is defined on the Number Sequencetab in .

Enter a description of the action.

Shows the action type.

Select a reference type for the action. The reference type represents the table in which the actions are to be executed, such as the customer table or employee table.

The action's reference is the item or transaction in which the action is executed. You will find the transaction in the dialog box attached to the action's reference type.

If you do not select a reference, the action will refer to the entire dialog box.

The employee who is responsible for the action.

The date and time on which the action starts. When the action is created, this box automatically displays the current date, but can be edited.

Select a response type for the action. Use the response type to record the outcome of the action. You can choose only from the responses that have been selected for the action type.

Tip Tip

You should not select the response type when the action is created, but when the action has been executed and can be ended, or when it is postponed or canceled.


Note Note

You can record responses only for actions whose status is planned. When you record a response, the action is ended automatically.


The automatically assigned status of the action.

If you are creating subactions, select the primary action from this list. You can attach as many subactions as you want to this primary action.

You must select the primary action before you create subactions. When subactions are created, the box is no longer available.

To view a list of subactions related to a primary action, click the button in the Actions dialog box.

Select a reference type for the action. The reference type represents the table in which the actions are to be executed, such as the customer table or employee table.

The action's reference is the item or transaction in which the action is executed. You will find the transaction in the dialog box attached to the action's reference type.

If you do not select a reference, the action will refer to the entire dialog box.

The action plan, if any, that the action belongs to. This field is completed automatically if the action is started by an action plan. Actions created manually do not have action plan IDs.

Priority is determined automatically on the basis of the default priority from the action types. You can always change the priority.

The date and time by which the action must be completed. When the action is created, this box automatically displays the current date, but it can be edited.

The time at which the action ends. This is completed automatically when you end actions via the label update button in periodic action plans.

Additional information on the action. You can add notes to actions whose status is scheduled or started.

Detailed note from the response type indicated as a response for the action. When you specify a response for actions whose status is planned, then the response boxes are locked.

See Also