Add an action type
  • 23 Aug 2023
  • 1 Minute to read
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Add an action type

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Article summary

Manage action types in the Action Types worksheet. Depending on your user permissions, the worksheet will resemble the following image.

Action Types worksheet

To add an action type:

  1. Go to the top-right corner and select Add.
  2. Complete all required and desired fields in the modal.
  3. Go to the bottom-right corner of the modal and select Save.

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