An Action Type is a template that defines the structure of an Action – how many and what tabs it will have. You can also assign a calculation logic that defines the content of the tabs (inputs, outputs, graphical elements, etc.).

The default action type is a simple one-tab text summary of the action.

Create an Action Type

1. Go to Administration > Configuration > Actions > Action Types.

2. In the Configuration text box, define the tabs of the Action in the JSON format. The editor will allow you to save a configuration containing only supported tabs. See the Knowledge Base article Detail Page Layout and Dynamic Tabs for details.

3. Give the Action Type a Unique Name. Note that Action Types cannot be renamed once they are created – you can only change their label.

4. Optionally, define a Label. The label can be changed anytime.

5. Optionally, select a Calculation Logic (of the type 'Actions').

6. You can limit which Action Types the user will see when creating a new Action by adding a user group in the 'User Group (Can Use)' column. Similarly, you can determine which users will be able to edit an Action Type. Remember that certain rules apply to the combinations of user group entitlement settings.

7. Click Add.