Create Action

Create Action

There are two methods of creating an Action.

1. Go to incident edit form, select Create and Add Action button. 

2. Go to any record, select add action icon.

The following form will appear :

Enter the following information in the form :

Field name	Data Type
Title	Mandatory, free text field
Action Owner	Mandatory, lookup field
Action Class	Mandatory, drop down
Action Type	Drop down
Action Priority	Mandatory, drop down
Due Date	Mandatory, date picker field
Details	Mandatory, free text field
Action Cost	Free Text field

Click on Create & New or Create button.

If you are adding action from within a record the action will automatically be linked to the record.