Create action item

Create action item for timeline report in tablet

To create an action item:

  1. Navigate to Design page.
  2. Click the Phone icon.
  3. Click the Quick View or Detail View tab.
  4. Select the Actions section.
  5. Click the plus icon for one of the following:
    • For single record
    • For long press of record
    • For left swife of record
    • For right swipe of record
  6. Enter the name of your action item.
  7. Select the event at which the workflow must run.
  8. Specify the condition, if you have selected On Condition option.
  9. Enter the name of the workflow.
  10. Click the Create Workflow button. The workflow builder appears
  11. Click Add New Action.
  12. Select required Action Type.
  13. Click Done.
  14. Click Create button. The action is included.

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