Editing Actions

Editing Actions

To edit the contents of an Action or make changes to its status, you must first open the Action in the Action Summary view. From there, click Edit to switch the Action Card into edit mode. Only one Action Card may be in edit mode at a time.

Standard vs Detailed View

The controls showing may also vary based on the view selected from the right side tabs: Standard or Detailed.


  • The Standard tab will show only those controls configured by your firm Administrator in Firm Preferences.
  • The Detailed tab will show all controls regardless.

Edit Mode Controls

Below is a description of the various controls available in edit mode. For a description of the fields in an Action, see Action Fields Overview.

Create New Item Controls

The three icons in the upper-right of the edit view allow you to quickly create the respective item and link it automatically to the Action you’re working in. The following options are available:

 

Create and send an email
 

Create a document
 

Create a calendar event

Expand/Collapse /

Use this toggle control to collapse the Action Card down to the header only, allowing you to view the contents of the remaining Actions in the Workflow easily. This control can be combined with the Pin/Unpin control for greater flexibility of viewing. Click again to toggle back to expanded view.

Pin/Unpin /

Use this toggle control to pin the Action Card to the top of the list of Actions, allowing you scroll through the rest of the Actions in the Workflow without losing sight of what you're working on. Combine this with the Expand/Collapse control for greater flexibility of viewing. Click again to toggle back to unpinned view.

View or Add Linked Items


The links along the top of the Notes box can be used to quickly access or add any linked items to the Action. See Linking Items to Actions for more information.

Text Format Controls


Standard text controls to format the contents of the Action notes. Click the at the bottom of the text controls to hide or show the controls as needed.

Expand/Collapse Notes


The Notes box may be expanded horizontally to cover the entire Action Card. Click the divider bar with the arrow to expand to full view. Click again to restore the view of the additional fields.

Save , Save and Complete Parent , and Cancel 

Use the controls along the bottom of the Action Card to either save your changes or cancel any edits you made. Either will return the Action Card to read view. For use of Save and Complete Parent, see Completing Actions for more information.

The Notes field will auto-save after 10 seconds if left idle while editing. To undo the auto-save and revert all changes to the Action, click Cancel.

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