Form Actions

Form Actions are additional features (or icons), which are enabled for all Form Types. Form Actions allow users to select the related actions that will be associated with a given Form.

Form Action examples include: Task
                                             Documents
                                             Notes
                                             Watch
                                             Communications

To configure the Form Actions, users must access the Form Configuration icon, located at the top-right corner of a From Template. Once activated, all users will be able to utilize the provided Form Actions as required.

 

See also:

 

If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

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