Generating actions

To generate actions:

  1. Open the New Action Assignments page.
  2. Select a version member.
  3. Select an action.
  4. Specify the value for the action.
  5. Specify the date range or a date attribute.
  6. Optionally, create a filter to restrict who will receive the action.
  7. Optionally, click Find Positions.
  8. Click Apply Action.