Step 2: Define a Model List or Library

The Model List/Library Selection page is used to select a model list that will be used to identify the columns to be referenced by the action. This list is not necessarily affected by the action. It is simply used as a starting point to select the columns to work with.

1.  Use the Model List or Library properties to identify the location of the model list to reference and select the desired list from the drop-down. When you select a list or library, the page is expanded and a Column Selection area is displayed. This area shows all of the columns in the selected model list or library.

2.     Highlight the columns you want to reference in the action in the Available Columns area and use the right arrow icon to move them to the Selected Columns area.

3.  When you are ready to proceed, select the Next button at the bottom of the page. The Links, Attachments, Send Email, Workflow page is displayed.