Viewing attached Actions or Procedures

  1. Search for the record whose attached Actions or Procedures you want to view
  2. Right-click and on the Workflow menu, click Show Actions/Procedures.

    The Attached Actions/Procedures dialogue box appears.

  3. Right-click the Action you want to view and select Properties.

    The selected Action or Procedure details appear.

    The details on the Actions Properties are mostly read-only. From this dialogue, the Cost can be updated and the Action dates can be locked by enabling the Lock dates (will not be affected by Reschedule) option.