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Process Setup - Workflow - Action Type

You can create action types which allow you to set conditions such as who can edit or trash the action. If you add an action and select a type the conditions will apply that are setup.

Top menu >> Setup >> Select process >> Workflow tab

Click + Add an action type

Type: Name the action type.

Date mode: select one of the date mode options. You can set Start and completed dates on the action to track progress.

Assignee can edit: select what the assignee is allowed to edit.

Action trash by: select if the assignee is allowed to trash the action.

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