Actions
Submitted Actions
This screen provides a review of recent actions for each dynamic form. Clicking on an Action Count next to a dynamic form redirects you to Action Query Results for that dynamic form. It contains valuable information such as Action Reference No., Action Type, Customer Name, Customer Email, Date, and Options.
Action Search
You can run a query for dynamic form actions based on date range, customer first/last name, customer ID, or Action ID.
To run an Action Search:
- Click on Actions on the left menu
- Click the Search link on the top right hand corner
- Fill in the information based on the data desired
- Click Submit
- Query results are displayed at the bottom of the screen
Action Types
This is used for defining who receives email notifications once a dynamic form is completed. This screen is a simple way to add/edit Notice Email users.
