Modify an Action

Use Workflow Type Configuration to modify an Action. Only the originator and the assignee can modify Actions.

Before modifying the default Action type that was delivered with PM Compass, you should copy it so that you can access the original. You can mark the original as inactive so that users can neither create Actions of that type nor can they see the Action on any Search dialog box.

When you modify the workflow steps, PM Compass automatically generates some scheduled alerts and user initiated alerts. You cannot modify the system generated alerts, but you can view and copy them to serve as the basis for custom workflows steps.

What do you want to do?

Assign an Action

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