Use “Save As” to Create a New Action

1.   Click Save As while working with an existing action in the View Distribution window.

2.   Set up basic properties for the new action in the Save View Distribution As window.

a.   Description is optional.

b.   Type will automatically be set to Personal if you are an advanced user. You can select Global  as the Type if you are a view or security administrator and want to create a global action or Personal to create a personal action.

3.   Click Save.

4.   If needed, make additional customizations to the new action when it displays in the View Distribution window and then click Save.