Action Detail Window

This window lets you further define actions that can then be added to action lists or to an individual's Notepad. The window can appear in either Add mode or Modify mode, and it has three tabs.

General Tab

Group Boxes, Columns, and Buttons

This controls whether the action will display in CRM Candidate in JICS. There, it shows as “Our last contact with you” and “Your last contact with us.” This is the last Notepad action for the student that has the OUTBOUND or INBOUND action type respectively.

If you select or deselect Display On Web, when you save, a pop-up asks “Do you wish to update all items in Notepad utilizing this action?”

· Click Yes to automatically update every action on every person’s Notepad with that new value for display on web.

· Click No to have only new actions affected.

Action Text
Text stored in this field is defaulted onto any action added to a person's Notepad.

Stops Tab

The Stops tab displays the Action code from the General tab. It also consists of two panes: Stop These Actions and Available Actions to Stop. The tab allows you to define actions to be stopped (made "Inactive") when this action is added to the Notepad for an ID Number.

· The Add button moves selected rows from the Available Actions to Stop panel to the Stop These Actions panel.

· The Add All button moves ALL rows from the Available Actions to Stop panel to the Stop These Actions panel.

· The Remove button moves selected rows from the Stop these Actions panel to the Available Actions to Stop panel.

· The Remove All button moves selected rows from the Stop these Actions panel to the Available Actions to Stop panel.

User Defined Tab

The User Defined tab contains a UDEF form (udef_action in NPForm.pbl) that allows you to customize it by clicking the Customize button.

You have three options with this form.

· Use it as it is for all your actions.

· Customize it and use it for all actions.

· Create individual customized forms for specific actions.

How To

1. Open the Actions window.

2. Highlight the action you want to edit.

3. Click the Edit Action button.

4. The Action Detail window in Modify mode opens.

5. Edit information.

6. Click OK.

1. Open the Actions window

2. Click the New Action button.

3. The Action Detail window in Add mode opens.

4. On the General tab, enter information and select appropriate options for the new action.

a. If this is an action associated with a Merge Document, you may want to name this action to match the Merge Document Definition.

b. From the Action Type drop-down list, select one of the options if you are using CRM Candidate.

c. Select the Display On Web checkbox if you want to see their most recent contact with your institution when using CRM Candidate.

5. Click the Stops tab. In the Action Code pane, select the action(s) to stop when this new action is added to the Notepad of an ID Number and move them to the Available pane.

6. Click OK.

When you add an action, only you automatically have access to the action. Use the Notepad Users window to grant access to other users.

1. Before you customize the form, determine whether you are using plain text (TXT) or rich text format (RTF).
Rich text format is available for notes and descriptions in Notepad-related windows. J1 Desktop is configured for TXT by default, but you can change to RTF in the Maintain Config Table window.
Configuring Rich Text Format (RTF) or TXT Format in Communication Management

2. Click the Customize button.
InfoMaker opens, and the default form for this window appears.
Make your customizations.

3. Save the new custom form.

· To save this customization for all actions, simply keep the current file name.

· To save this customization for a specific action, use the Save As function to add the action code to the file name. The formula is “udef_action_ACTIONCODE” where ACTIONCODE is the action code that you are editing on this window.

Action Code

Save As [for TXT format]

Save As [for RTF format]

ACA2

udef_action_aca2

udef_action_rtf_aca2

If you don’t create a custom form for an action, the default form appears.

If you save the custom form without adding the action code to file name, it will become the default.