The Action Notes page which determines whether or not notes should be entered upon actioning an item.
When actioning an item, a new form is displayed (if necessary).
| None | No notes can be entered. The Action Notes screen won't be displayed |
| None (User Must Confirm Action) | No notes can be entered, but the User must answer a Yes/No confirmation. |
| Text Notes | Notes can be entered or these notes can default from the template notes defined on the Workflow Type Item. Template notes can also be defined for each Outcome for Workflow Item Types that support outcomes. This will override the template defined on the Workflow Type Item. Text Notes also allow for a link to a scanned document. This will add a log entry(this the document attached) to the Account. |
| Parameters (User Defined Workflow) | Parameters to be defined that can be entered by the User when actioning the item in addition to general notes and document details. They can be formated & entry made mandatory. The Parameters will update the Workflow's User Defined fields if a Parameter Set with exactly the same field names is linked to the Workflow Type. |
| Parameters (User Defined Workflow Item) | Parameters to be defined that can be entered by the User when actioning the item in addition to general notes and document details. They can be formated & entry made mandatory. The Parameters will update the Workflow's User Defined Items extended data. |