Select Action Window

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Display Columns – Sort and drag or drop columns to rearrange the window information.

Selecting Actions – You can open an action for editing by double-clicking it or with a single click followed by clicking the Edit button. An Email action can be selected for interactive processing with a single click followed by clicking the Process button. One or more actions can be selected for deletion. To select multiple actions for deletion, use Ctrl+Click or Shift+Click to make your selections and then click Delete.

Note: If you have multiple actions selected and happen to click Edit or Process, only the first selected action will be considered.

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Paging Controls – Use the paging arrows and links to move between pages of actions. Controls are active only when there are multiple pages of actions.

Note:For all windows that display lists (views, user lists, etc), there is a single administrative setting on the Application window that controls how many items display per page in a list.

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New – Click to open the View Distribution window and set up a new action.

Edit – Select an existing action and click Edit or double-click it to open it for editing. The View Distribution window opens. Also use this option when you want to open an existing action to perform a Save As in order to create a new action. Advanced users can edit their own personal actions. View and security administrators can edit their own personal actions, other user’s personal actions, and global actions.

Process – Email actions can be processed either interactively using the Process button or scheduled for processing by your Action Administrator. For interactive processing, select an Email action, click Process, and then click OK in the prompt that displays to confirm that you want to continue with the process. If you need to process a File Share action, contact your Action Administrator, supply them with the Action ID, and ask them to schedule the action for processing. File Share actions must be scheduled for processing and cannot be processed interactively.

Note: If you choose a File Share action in the Select Action window and click Process, you will be given a message that tells you to contact your Action Administrator about scheduling the action.

Delete – Select one or more actions then click Delete to delete them. Advanced users can delete their own personal actions. View and security administrators can delete their own personal actions, other user’s personal actions, and global actions.

Cancel – Click to close the window without making any changes.