Editing the Standard Action Form

Editing the Standard Action Form

To adjust which fields and features are available in an Action card by default, use the Standard Action Form Features setting.

All fields will be available in the Detailed tab of an Action, but you can remove clutter and unused fields from the Standard view to simplify your Users’ experience.

  1. Navigate to Settings > Firm Profile > Firm Preferences.
  2. Click Edit.
  3. Click Setup on the Standard Action Form Features line.
  4. Clear the checkboxes for any fields you do not want included in the Standard tab of the Action. The preview on the left auto-updates to show what the standard Action view will look like.

  5. Click Save to close the dialog and Save in the upper-right corner to commit your changes.

When viewing Actions, you will see your changes reflected while in the Standard tab.

Note: If you select ALL the features for the standard form feature, the Standard and Detailed tabs will not appear when editing an Action.

    • Related Articles

    • Editing Actions

      To edit the contents of an Action or make changes to its status, you must first open the Action in the Action Summary view. From there, click Edit to switch the Action Card into edit mode. Only one Action Card may be in edit mode at a time. Standard ...

    • 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 ...

    • Action Fields Overview

      Though the bulk of an Action’s content might seem to be found in the subject and notes, the many other fields available working with Actions are what give them their power. Knowing and making deliberate use of the many Action fields will help drive ...

    • Action Note Text Controls Are Missing

      When editing an Action Note, you may find that your standard text controls and print option are missing. To restore the text control bar, click anywhere on the grey bar with the three dots highlighted above.

    • Creating and Publishing a Web Form

      Please review the Web Forms Overview documentation before creating and publishing a Web Form below. Creating a Web Form To build a custom form for publishing on your website: Navigate to Settings > Web Forms from the Site Navigation bar. Under Build ...