Creating Thread Actions

  1. Hover the cursor over any thread comment and click "Action". Image

  2. Click "New Action".

  3. Configure each item.

    • Action Name
      Enter the name of the action.
    • Target
      Specify the destination app for copying data.
    • Field Mappings
      Specify the combination of the source data and the destination fields to be copied.
    • Available To:
      Select a user, department, or group to be using the action.
      When you select a department or group, the action will be available to all the members within.
      When all users are to use the action, select the group "Everyone".
  4. Click "Save".