Modifying attached Action or Procedure Durations

  1. Search for the record with the attached Action or Procedure you want to modify.
  2. Right-click and select Workflow - Show Actions/Procedures.

    The Attached Actions/Procedures dialogue box will display all the attached Actions and Procedures.

  3. Right-click the Action you want to modify the responsibility for and select Duration.

    The Duration dialogue box appears.

    • Alter duration so that the action is due on - activates the date fields.

      Type in the new date the Action is due on or use the calendar to select a date.

    • Alter duration (days, hours and minutes) - makes the duration fields available.

      Type in the new duration or use the Up and Down controls to select the duration.

    • Only Reschedule the Procedure of the Currently Selected Record Action - only reschedules the current Action if the record has multiple Procedures attached.
  4. Click OK.

    The Action or Procedure has been modified.