> > >

Use this form to create and manage actions by classifying them according to type. The type will indicate how an action is processed. When you create an action type, you need to assign it to an action group. Each type can belong to only one group. For more information, see Action groups (form).

Note Note

You cannot delete action types that are being used by actions, action plans or response types.

Navigating the form

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

Tabs

Tab

Description

Overview tab

View and edit a list of available action types.

General tab

View information about the selected action type.

Select the fields that contain information that you want to include in an action e-mail message sent to the person in charge of the action.

Select the fields that contain information that you want to include in an action e-mail message sent to the action's contact person.

Buttons

Button

Description

Attach response types to the selected action type. Response types are the kinds of responses, reactions, or outcomes that an action type can have.

Edit or view template lines that are associated with the action type.

Fields

Field

Description

Enter an identifier for the action type. The code should indicate the purpose of the action type.

Describe the action type.

Select a default priority for new actions within the current action type.

Note Note

You can always change the priority before updating the action.

Select the action group to which you want the action type to belong. You can sort the actions by group to get an idea of the actions in a given group.

See Also