Missing Action Fields or Features when Creating or Editing an Action

Missing Action Fields or Features when Creating or Editing an Action

When making changes to or creating an Action if you do not see all the fields you are expecting, check the Standard/Detailed tab setting in your Action.

Some fields may be hidden when viewing the Standard tab. All options will be available if you switch to the Detailed tab.

To adjust which fields are visible by default in the Standard tab, have your firm administrator Edit the Standard Action Form Features in Firm Preferences.

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