The Actions List

 To the right of the screen, near the top, is a list of entries under the button What's Next. These are actions that pertain to the selected record, and also to any parent records (i.e. Records you went through to get to this record).

The primary actions will also be displayed as buttons at the top.

Clicking an action button will open a form, or a confirmation window. The form may ask for additional parameters required to run the action. Clicking OK will then invoke the action and either display an error message or return to the previous screen. An example of an entry form for an action is shown below



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Up Since 2/29/2024 12:02:23 AM