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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. NowNOW: Select Now to execute the action directlyOn a specific dateimmediately
  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 SELECTORImage Removed
    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
  6. Select After a specific no. of days
    Add service after textbox becomes available
  7. AFTER A NO. OF DAYS
    1. Enter the value of days based on your business requirements. For example, add 7 days 

      InfotitleScheduling After Specific No. Days Tip


      The number field is mandatory

      if selected "After a Specific No. of Days". The

      and the specified value must be an integer

      value

      and greater than 0.