Add User Form Actions

When necessary, you can add form actions to a user form from the Personal Planner.

These can include:

• Adding comments.
• Changing the form status.

Tip: Status codes can be used to automatically assign forms to a specific user or group.

• Assigning a form.

To add a form action to a user form:

1. Open the Personal Planner module to the Lists tab and click the User Forms () icon to display the User Forms window.



2. Select an existing form from the drop-down list .



3. Click the Add Action () icon to display the Add Form Action window.
4. Complete the fields as necessary and click OK.