1. If the item to be created by this action should include a link to the item from which the action was called, place a mark in the Place link to selected item in destination item checkbox.
•When this option is selected, you are prompted to identify the column in the destination item that should contain the link to the selected item. All columns that can contain a URL are available.
•The destination column you identify here should not be one of the columns configured on the previous page.
2. Use the Attachments radio buttons to identify whether or not attachments should be allowed, and how they are to be added to the item created by the action.
•The size of the attachments allowed is dependent upon the virtual server’s general settings.
3. The Send Email for newly created items checkbox should be selected if you want to have an email sent when a new item is created by this action.
•If you do not want to have an email sent when a new item is created, leave this checkbox blank.
•If you do want to have an email sent when a new item is created, place a mark in the checkbox
4. If you have v11+, you will also see a Workflow to execute section. This can be used to identify a workflow that should be executed once the action has completed.
•Use the Workflow Site and the List or Library prompts to identify the URL and list where the desired workflow is located.
•Type the name of the workflow to be executed in the Workflow name area. Be careful with your spelling here; the Actions Wizard does not check for spelling or verify that the named workflow exists.
NOTE: The workflow named here will be initiated from the item that is modified by this action. As a result, any information that is required for the workflow must come from the item from which the action was executed. In the current release, the user cannot be prompted for any information to complete the workflow.
5. Select the Next button at the bottom of the page. Depending on your selection in Step 3, either the Messages and Colors page or the Email page is displayed.