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Adding an isolated action from a template

See how to add an isolated action from a template:

1.On the main screen toolbar, click on the arrow next to the button and on the Isolated action from a template option.

2.On the screen that will be displayed, check whether the fields filled out with template information need to be edited. If everything is in order, click on Save. To successfully create an isolated action, the logged-in user must have the Add control enabled in the security list of the category of the selected template.

3.Once done, the action will be displayed in the list of records. Access the action data screen to perform the necessary adjustments. Refer to the Planning an isolated action section for a detailed description on the other fields of the action data screen. Note that the action plan data will be filled according to the settings made in the template from which the plan was created.