Navigation: Action Items > Dynamic Action Item >
Create Dynamic Action Items
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Navigation: Action Items > Dynamic Action Item > Create Dynamic Action Items |
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See Also: Execute/Assign Action Items to Contacts; Create New Action Item; SQL Examples; Create SQL Action Item; SQL Action Items; Scheduled Action Items; Post SQL Button
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Step 1: Follow the instructions for Creating a New Action Item and select Dynamic from the drop down list. |
 Action Item Type Drop Down List |
Step 2: The Build SQL Statement Dialog Box will appear. Click on the Build SQL Wizard button identified in the picture to the right. |
 Dynamic Action Item Setup Box |
Step 3: The Build SQL Wizard will appear. Follow the instructions for Creating an SQL Action Item then click OK. |
 Build SQL Box |
Step 4: Right click in the Execute these action items box and select Add. |
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Step 5: Either select existing Action Item(s) or Create new ones and click OK (or both). |
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Step 6: Either go to optional Step 7 or click OK. You will now need to Execute your Dynamic Action Item. |
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Step 7 (Optional): Create a Trigger Lock SQL to stop your Dynamic Action Item from repeating itself over and over even when it has done its job. |
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