Inserting action items
To insert action items:
- Select Maintenance > System Administration > Config Utility.
- Expand the Dashboard Menu folder, and navigate to the folder in which you want to insert the action.
-
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.
- Select the action item you want to add using the Maintenance Form lookup.
- 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.
- Click Submit.
- Select the appropriate Dashboard folder to verify that the item is displayed in the Action drop-down list.