Action template administration

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Templates toolbar > Action Templates section > Action Templates icon

The administration of Action Templates is subject to the security permissions assigned to the logged-in user.

Creating a new action template

1. Open theActiontemplates search screen by selecting Action templates from the Templates menu.
2. Click on the New button.
3. Configure the details of the Action Template as required - See Designing Action Templates
4. Click on OK.

Updating a action template

1. Open theActiontemplates search screen by selecting Action templates from the Templates menu.
2. Select the required template
3. Click on the Update button.
4. Make the necessary changes. Configure the details of the Action Template as required - See Designing Action Templates
5. Click on OK.

Deleting an action template

1. Open theActiontemplates search screen by selecting Action templates from the Templates menu.
2. Select the required template,
3. Click on Delete.
4. Click on Yes in the confirmation message box which will appear.