Manage Action States page
On the Manage Action State page, you can add, modify, and delete the action states.
General activities
The following links appear at the top of the page and affect the entire page:
Row-specific activities
The following options are available from the Row
Action menu (), and affect an individual row in the table:
Field descriptions—Manage Action States page
In this section, you can view the information for each action state.
Field | Description |
---|---|
Name |
Name of the action state. |
Description |
Description of the action state. |
Initial State |
Select Yes for the workflow state assigned automatically to a new action when it is added. Select No for a state to indicate the action is in progress or closed. |
Final State |
Select Yes for a workflow state to indicate no further information is expected to be gathered for an action. Select No for a state to indicate an action is new (initial state) or in progress. Note: You can set a topic workflow configuration option to require an action to have an associated comment or attachment before a final state can be assigned to it. See Edit Workflow Configuration Options for more information. |
Next Possible Action States |
States that a user can assign to an action that is in this state. Determines the transitions that are possible from one state to another. |
Parent topic: Manage action states