User Fields

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

Note: See Attribute Sets for more details