Actions Wizard

Introduction to Actions

The CorasWorks Actions Wizard is used to create and maintain action definitions. Actions enable users to work more efficiently by executing pre-defined workplace activities, streamlining critical and routine business processes.  For example, a selected action could automatically create a new list item, update one or more column values in existing list items, or send an email notification. You can also perform one or more actions on one or more items at once by defining a Chained Action..

Looking for Older Help?

The CorasWorks v11 Grid’s Display Wizard was updated for the v11.4 release.  If the steps and images that follow do not match what you are seeing, you may need the help files from a prior release.  Please click here to access the older help.