Creating a User-defined Action

User-defined Actions are actions created by a user when viewing a data form by clicking the create action button.

A user-defined action remains associated with a particular record and can be assigned to other users of the system. For example, a user may want to assign an action to telephone a particular contact. They can do this by opening the contact form for that contact, clicking Create Action, setting the action type and description, and then assigning it to another user.

Actions Tab

You can find details of created actions from the Actions tab within the relevant forms the action is associated with.
For example pictured below is the Actions tab showing a created action for the site Bron Coed.

Resolving and Closing Actions

Once the action has been completed by the relevant user, they can click the Resolve Action button and add details of how the action has been resolved in the Notes section at the bottom of the form.
You can unresolve an action by clicking on the Unresolve Action button as highlighted in yellow below.

The Action can then be closed by clicking on the 'Close Action' button. You can reopen a closed action by clicking on the 'Reopen Action' button as highlighted in yellow below.