Accessing Actions Functionality

You can access Actions functionality from an Actions option on a context menu. Right-click any of these areas and choose Actions > Insert or Actions >Edit:

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Insert – Use to add a new action. The View Distribution window will open for setting up and saving the new action.

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Edit – Use when you want see a list of all actions attached to a view or when you want to add a new action, edit an existing action, delete an action, or process an Email action interactively. The Select Action window will open for that purpose.