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Creating an Action Filter

Create an Action Filter

This article outlines how to create an action filter

  • 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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  • 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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Video Demo

Action Filter

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