Set up your organisation specific Action data as follows:
Step 1. Click on Knowledge Base in the Navigation Window
Step 2. Click on Editors to expand the group
Step 3. Click Attribute Sets
Step 4. In the list of Attribute Sets, expand Actions
Step 5. To create a new Action Attribute Set:
• Right-click on Actions then New Attribute Set, or
• From an Attribute Set already open in the Editor, click the New > Attribute Set Task
There are five sets of data, by type:
• Text
• Number
• Date
• Check
• List fields
Define your organisation specific Action data; up to 30 each of, by giving labels, or selecting a Picklist:
• Expand a data type
• Click in the Label field and give a name
• For Lists, select from the available picklists
• Click Save
To edit an existing Action Attribute Set, select it then click the Edit Task
• Make your changes
• Click Save