Actions Settings Page: Bulk Edit Tab

Files cannot be uploaded through the Edit Action Modal.

To upload a file to an action, click on an action title opening the individual action’s summary page.

Clicking on the upload icon to the right of the Files Section header opens the Upload File modal.

Select the file to be uploaded to the action by clicking the “Choose Files” button and selecting the desired file. Create a Title for the file or click "Use Filename", change the revision number, revision date if needed, and select the checkbox if the document is to be public or if it is a 360-degree photo. Edit document owners if needed.

Select “Save” and the file will now show on the individual action page.

An Action can be edited through the Edit Action Modal or the specified action’s detail page.

To Edit Through the Edit Action Modal

Alter the filter on the Actions Module Action Home Page to see the action you wish to edit. If the actions are displayed by group or due date, expand the section containing the action. Hover your cursor over the individual action you wish to edit displaying the edit action icon to the right of the Action Title.

Click the edit action icon opening the Edit Action Modal.

Make the necessary changes to the action and select save.

A confirmation modal stating “Saved” will appear, and the changes to the action will now be visible.

To Edit Through an Individual Action Page

Clicking the Action Title will open the individual action’s Action Page.

The action can be edited by selecting the edit icon to the right of the action title.

To delete an individual action, go to the Bulk Edit Tab of the Settings Page in the Actions Module.

Identify the action you wish to delete and click the three dot icon to the right of the action title, opening the Bulk Edit Action Context Menu.

Select the option to “Delete Action” opening the Delete Action Confirmation Modal which states the title of the action to be deleted and asks the question, “Are you sure you want to delete this action?”

Clicking the “Delete” button changes the modal, which now states that the action has been deleted.

Select “Close” and return to the Bulk Edit Tab of the Settings Page. The action is no longer visible.

The assigned action numbers do not automatically update when an action is deleted. Be sure to edit the action group to correct the order after deleting an action.