How to Set Up an Action to Run on Only One Specific Claim Type or All Claim Types

Open the Action Library

Open the Action Library

1: Click Admin from the menu.

2: Select Action Library from the drop down list - the Action Library window will open.

Select the Action Required for Editing

Select the Action Required for Editing

1: Select the Action required for editing.

2: Click Edit - the Action's window will open.

Change the Setting

Change the Setting

1: Tick the Edit Case Type checkbox.

2: Select which case types this action should display for.

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