Action Type page

On the Action Type page, you can view and edit action types, including their general information and history.

The Action Type page includes several links and filters that apply to the page as a whole as well as two information sections:
  • Action Type General Information: You can edit the values in this section.
  • History of Action Type General Information: Each row documents the changes made to the action type.

General activities

The following links and filters appear at the top of the page or section and affect the entire page or section.

  • Print prints the Action Type page.
  • Show All and Hide All expands and collapses the sections on the page.

    To expand or collapse section details, click Expand icon for a single section. To hide section details, click Collapse icon

  • Back returns you to the Manage Action Types page.
  • Columns allows you to select the columns and sort order for the History of Action Type General Information section.
  • Download sends the content of the History of Action Type General Information section of the Action Type page to your PC in the format you specify.

Section details

Section Description Available actions

Action Type General Information

Displays the current field values that define the properties of an action type and defines values that impact actions created with the action type.

Action type properties:

  • Status.
  • Visible to work teams.
  • Action type.
  • Action type description (used as hover help).
  • Color.
Fields that impact actions:
  • Action name.
  • Action description.
  • Activate on topic states.
  • Assigned to.
  • All standard and custom action fields accessible in the initial state. Date fields appear as offsets.
In Edit mode:
  • Each field accepts text, numeric, or pre-defined values that you can select. A field that accepts text may also offer a Select Available Values link so you can select one or more values from a list.
  • To save changes to the Action Type General Information section, click Save. Saved changes are shown as entries in the History of Action Type General Information section.

History of Action Type General Information

Displays information on changes that have taken place for the action type.

A new row is added to the table each time you click Save in the Action Type General Information section.