Modifying Procedure Action steps

  1. On the Manage ribbon, click Actions
  2. Right-click the procedure you want to modify and click Properties
  3. Select the Action Steps tab
  4. Right-click the Action you want to modify and click Properties
  5. Clear the Use Default items to activate the relevant fields to modify
  6. Click OK

NOTE:

  • Modifying a step's defaults within a Procedure will not modify the original Action
  • Modifying an Action's defaults will not affect steps within a Procedure.

    However, if you use the defaults, then the step will change to reflect the defaults of the Action.

  • Modifying either the Action or the step will not affect any records using it.

    This will only affect new records that are created after the modification.