Add, Edit, and Delete Actions in the Data Entry Dialog Boxes

Add an Existing Action to a Row of Data

1. Click in the A column of the row in the Data Entry dialog box to add the action .

   The Action dialog box appears.

   Note: Make sure the Edit check box is selected if nothing occurs when clicking A.

2. Locate the action to add in the Action(s) list and click to apply the action.

The selected action appears in the Existing Action dialog box.

Tip: If necessary, click the page numbers to page through the Action(s) list.

3. Click OK.

The action is added to the row of data.

4. Click Save.

Add a New Action to a Row of Data

Note: Only a user with the Edit action log permission can add a new action to a row of data.

1. Click in the A column of the row in the Data Entry dialog box to add the action.

   The Action dialog box appears.

   Note: Make sure the Edit check box is selected if nothing occurs when clicking A.

2. Click .

Tip: Regardless of where in the list you add an action, the software arranges actions in alphabetical order.

3. Type the text for the new action.

4. Click .

A message appears asking for confirmation.

5. Click OK.

6. Select the action to add in the Action(s) list and click to apply the action.

Tip: If necessary, click the page numbers to page through the Action(s) list.

7. Click OK.

The action is added to the row of data.

The action is added in alphabetical order in the Action(s) list. The software assigns a code number to the action based on the next available number.

Edit the Action List from the Data Entry Dialog Box

Note: Only a user with the Edit action log permission can edit an action in a row of data.

1. Click in the A column of the row in the Data Entry dialog box to edit the action.

   Note: The symbol next to an action indicates the action is in use. You cannot edit used actions.

   The Action dialog box appears.

   Note: Make sure the Edit check box is selected if nothing occurs when clicking A.

2. Select the action to edit in the Action(s) list.

   Tip: If necessary, click the page numbers to page through the Action(s) list.

3. Click .
4. Edit the text for the action.
5. Click .

   A message appears asking for confirmation.

6. Click OK.

Delete an Action from the Action List from the Data Entry Dialog Box

Note: Only a user with the Edit action log permission can delete an action from a row of data.

1. Click in the A column of any data entry row in the Data Entry dialog box.

   Note: The symbol next to an action indicates the action is in use. You cannot delete used actions.

   The Action dialog box appears.

   Note: Make sure the Edit check box is selected if nothing occurs when clicking A.

2. Select the action to delete in the Action(s) list.

Tip: If necessary, click the page numbers to page through the Action(s) list.

3. Click .

A message appears asking for confirmation.

4. Click OK.