How to Set up an Action to run on only one specific Claim Type or All Claim Types - Create an Action Group
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.
If Required - Create a New Group
1: Click New Group - the New Group window will open
1: Select the place in the tree that the Group should be created.
2: Type a Description for the Group.
3: Select a Case Type from the drop down list.
4: If the Group should show in the Action Library, tick the Show in Action Library tick box.
Select the Users that should be able to see this Action Group
1: Tick the tick boxes of any user that should be able to see this Group.
2: Click OK to Save the data and Close the window.
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