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Initial Steps And Navigation
- Begin by going to the Admin module
- Go to the Action Management Process tab
- Go to Status Action Filters
- Click on New
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Creating The Filter
- A new popup will appear to configure the new action status filter
- Name the status
- Link it to another Status using the "Status" dropdown
- Enable or disable "Overdue," "Pending," and "Scheduled" as desired
- Choose "Exclude Actions with Request Extension" or "Include Only Actions with Requesting Extension" as desired
- Enable or disable "For filtering only"
- Click on Save when complete
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