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Create New Actions

Users can create new Actions within the CMO WinApp. This page details that process. 

  1. Log in to your instance, navigate to the Actions module and click the New button. 
  2. Fill in all *required fields and any additional details in the New Actions screen. 
  3. Click Save. The new action will appear in the Action register. 

Note: Attachments can be added from the New Action screen. See the Add Attachments section of this guide for more detail.


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