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Define Action related information

  1. Performed By User : Search and add the user that logs the action 
    If you leave empty then the Logged in user will be set
  2. Performed Date: Click on the calendar icon and select date and time
  3. Now: Select Now to execute the action directly
  4. On a specific date
    1. Click on the calendar icon and select a date
    2. Use the time scroller and select time or leave as is to set at midnight
       CALENDAR - DATE AND TIME SELECTOR
    3. Click on "DONE"

      Note

      The date field is mandatory if selected "On Specific Date" and the date must be greater than the current date

  5. After a specific no. of days
    1. Select After a specific no. of days
      Add service after textbox becomes available
    2. Enter the value of days based on your business requirements. For example, add 7 days 

      Info
      titleScheduling After Specific No. Days Tip

      The number field is mandatory if selected "After a Specific No. of Days". The specified value must be an integer value and greater than 0.