Inserting action items

To insert action items:

  1. Select Maintenance > System Administration > Config Utility.
  2. Expand the Dashboard Menu folder, and navigate to the folder in which you want to insert the action.
  3. Click Insert Dashboard Form to add a new action item.
    The Insert Dashboard Form window is displayed and the Dashboard Type field defaults to the Dashboard under which the Insert Dashboard Form link is displayed.
  4. Select the action item you want to add using the Maintenance Form lookup.
  5. Specify the order you want the item displayed in the Action drop-down list in the Sort Order ID field. If you leave this field blank, the item will be displayed as the first item in the Action drop-down list. This field is optional.
  6. Click Submit.
  7. Select the appropriate Dashboard folder to verify that the item is displayed in the Action drop-down list.