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Create Action

Actions can be created on the web pages inside a project and inside the applications that are opened from the web pages. The method for creating an action varies between the web form and application form, this section will cover both methods.

Web Actions​

From any location within a project in the web application, we can create a new action by clicking the Web Action Manager Open Create Action Button button.

This will open the "Create Action" form where we can define the actions information.

Web Action Manager Create Action Form

The user can name and describe what the Action is used for. ‘Response Due’ allows the user to set a deadline for the Action to be completed. The Action can be assigned to a user by selecting ‘Assign To’, with options for ‘Department’ and ‘User Group’ allowing the Action to be assigned to a selected department and project group.

The user can also set a ‘Priority’ level and ‘Type’ of action when necessary. When all the above is finished, select Action Manager Create Action Sumbit Button to create the Action.

Linked Items​

Web Action Manager Creation Action Form Linked Items

This tab is used to determine and enable items linked to the Action. The box on the left can be checked to enable the selection of attached items. Linked Items often consist of selected items within a drawing.

Where multiple items are selected we can enable the "Create one action per Linked Item" option to create a unique action with the same details for each linked item.

Attachments​

Web Action Manager Creation Action Form Attachments

The ‘Attachments’ tab is used to attach files to the Action. Files can be browsed, then selected and dragged into the box. The list of files can be found within this tab, with the user having the option to remove files Web Action Manager Remove Attachments Button when necessary.

Snips​

Web Action Manager Creation Action Form Snips

This tab has a similar function to ‘Attachments’, the difference being that this tab takes and stores images created using the ‘Snipping Tool’.

Web Action Manager Creation Action Form Links

Links to other files can be inputted within this file. ‘Description’ is a summary of what the external file is, whilst ‘Link’ is the hyperlink to the external file. Links can be added Web Action Manager Add Links Button as well as deleted Web Action Manager Remove Links Button.

Notes​

Web Action Manager Creation Action Form Notes

Notes pertaining to the Action can be created here. When notes are created, the user has the option to add notes Web Action Manager Add Notes Button as well as delete them Web Action Manager Remove Notes Button if need be.

Dependencies​

Web Action Manager Creation Action Form Dependencies

This tab allows for selection of other existing actions that the current action will become dependent on, or the selection of actions that become dependent of the current action. ‘Dependent On’ and ‘Dependent Of’ can be enabled to allow these options to apply to the current action.

Linked Tasks​

Web Action Manager Creation Action Form Linked Tasks

This tab allows for the selection of a Task Template. Once selected, use ‘Load’ Web Action Manager Load Linked Tasks to reveal the list of tasks within the Task Template. Tasks can be added to the list using Web Action Manager Load Linked Tasks. ‘Save’ Web Action Manager Save Linked Tasks and ‘Save Tasks As’ Web Action Manager Save Task As Linked Tasks are used to save the layout of Task Template and the List of Tasks respectively. Task Templates can be deleted using Web Action Manager Load Delete Linked Tasks and each task within the list can be deleted using Web Action Manager Load Delete List Item Linked Tasks.

Application Actions​

Actions can be created inside applications launched from the web; the process is similar to the way actions are created in the web with a change to the UI element. From applications such as Drawing Editor and Data Editor you can create actions by clicking the App Action Manager Open Create Action Button button found in the toolbars, this will open the “Create Action” form window.

App Action Manager Create Action Form

The user can name and describe what the Action is used for. ‘Response Due’ allows the user to set a deadline for the Action to be completed. The Action can be assigned to a user by selecting ‘Assign To’, with options for ‘Department’ and ‘User Group’ allowing the Action to be assigned to a selected department and project group.

The user can also set a ‘Priority’ level and ‘Type’ of action when necessary. When all the above is finished, select Action Manager Create Action App Sumbit Button to create the Action.

Update Existing Action​

App Action Manager Create Action Form Update

By enabling ‘Update Existing Action Links’, a list of Action Links can be browsed. This allows us to update an existing action with the items selected when the create action button is pressed appending them to the existing actions “Linked Items”, newly added items are marked with an asterisk.

App Action Manager Create Action Form Update Example

Create Multiple Actions​

App Action Manager Create Action Form Multi Action

By selecting ‘Create Unique’ this allows for only one Action to be created for every Linked Item. This will also disable the ‘Update Existing Action Links’ option.

Snip Options​

App Action Manager Create Action Form Snips

‘Snip Options’ Action Manager Create Action App Snip Options Button is used to add snipped images to the new Action. This involves opening a Snipping Tool, taking a snip and attaching it to the new Action. Snips can also be removed from the Action if need be.

App Action Manager Create Action Form Add Snips

Pressing the Action Manager Create Action App Open Snips Button button will open the add snip options:

App Action Manager Create Action Form Add Snips Options

From here we define the name of the snip in the “Title” field, we open the snipping tool with the Action Manager Create Action App Copy Snips Button button and paste the snip with the Action Manager Create Action App Paste Snips Button button and add the named snip to the action with the Action Manager Create Action App Save Snips Button button.

We can add as many snips as we desire to an action and can review them in the snips section:

App Action Manager Create Action Form Add Snips Example

The remaining buttons allows us to open the snip Action Manager Create Action App View Snips Button and to delete the selected snip Action Manager Create Action App Delete Snips Button.

Linked Items​

App Action Manager Create Action Form Add Snips Example

This tab contains a list of all items selected when the create action button was selected, this allows us to open the item/application direct from the action.

Attachments​

App Action Manager Create Action Form Add Snips Example

This allows us to attach external files to the action which can be opened directly from the action. This is done by first selecting ‘Browse Files’ Action Manager Create Action App Browse Files Button then searching for the appropriate file. Once found, the file can be given a description and then attached to the Action using ‘Upload Attachment’ Action Manager Create Action App Add Attachment Button. Files can be removed using ‘Delete Attachment’ Action Manager Create Action App Delete Attachment Button.

References​

App Action Manager Create Action Form Add Snips Example

This tab is used to create notes pertaining to the Action. Notes are manually typed out then added using ‘Add Reference’ Action Manager Create Action App Add Reference Button. Notes can be removed using ‘Delete Reference’ Action Manager Create Action App Delete Reference Button.

Linked Tasks​

App Action Manager Create Action Form Add Snips Example

This tab is used to add a Task Template, which adds a list of tasks to the Action. Task templates can be added by using ‘Select Linked Tasks File’ Action Manager Create Action App Linked Tasks Button to open the selection of Task Templates. Select the appropriate template to add its tasks to the Action.

Dependencies​

App Action Manager Create Action Form Add Snips Example

This tab allows other Actions to become dependent on or of the new Action. To add Actions, select Action Manager Create Action App Add Remove Dependencies Button and select all Actions to be added to the tab.