Creating an Action Code

To create a new action code, follow these steps:

1. Navigate to Setup → Workflow → Action Codes → New.

2. Create the label for your action code.

3. Define the action code itself, following the naming standard of your existing codes whenever possible.

4. Click "Apply".

5. Complete the Action Code section, which contains settings for the basic design of the action code. Refer to the "About Action Codes" for a breakdown of each field.

6. (Optional) Fill out the Actions section by clicking "New" to set values and trigger workflow as needed.

7. (Optional) Utilize the Restricted to Roles section if the action code should be limited to certain users:

   1. Click "Add" to view a list of all permission roles.

   2. Check the box next to the permission role(s) that users who can select this action code belong to.

8. Click "Save" to return to the action code setup.

9. Finally, click "Save" to ensure all changes are preserved.