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7.3 Step 3: Create your Action

A good order in which to create an Action is below; however, if you create some things and forget others, don't worry as you can always save your Action part way and finish putting it together later.

1.Create/Choose your Pebbling Groups (if any) who are going to do the work and it to the Workbench

2.Create/Choose your Articles & Scripts (if any) and add them to the Workbench

3.Create/Choose your Sublist (if any) and add it to the Workbench

4.Create/Choose the View you need (if any) and add it to the Workbench

4.1Remember to make any Custom Fields you want people to be able to edit or enter information into.

5.Go to Create New Action –>

6.Choose the Action Type

7.Fill out the rest of the information for your Action.