Adding to the Menu of Actions
When would you do this:
  • At the very start of you using Builder, i.e. the initial construction of a Menu of Action
  • As and when brand new Action types are deemed necessary in the system.
Select the ‘Create New Action’ link Menu of Actions popup.
Set the Action information in the resulting popup screen.
This will require the following information to create the new Action:
  • A Name for the Action
  • Description
  • The Action Type it comes from, e.g. Manual Action.
Once you have created this, the new Action will be available in this menu throughout the system for reuse.
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