Multiple Items Action button

2 minutes
6 months ago

File in Newforma Items > Actions Multiple Items Action button

Click File in Newforma Items > Actions to choose an action to perform on the Project Center items associated with the selected email itemSupported email items include email messages, tasks, posts, appointment/meetings, contacts, distribution lists, journal items, meeting requests, and reports..

The Actions menu is only enabled when the selected message has already been filed and has a tagA tag is a text identifier that Project Center appends to an Outlook item’s Subject line to indicate which Project Center project and item the Outlook item is linked to. Do not edit or remove it.

The tag will look similar to the following example: ActionItem:00004:lCSPU appended to it.

Choose View to open the forms corresponding to the types of items filed to. The forms display the contents and the history of the items. The forms open one at a time.

Choose Modify to open the modify dialog boxes for the corresponding item types to edit the items. The dialog boxes open one at a time.

Choose Select in Project Center to open the activity centers for the corresponding item types and highlight the items. The activity centers open one at a time. You must click the button to go to each activity center.

Choose File and Modify to file the Outlook item to the Email Log of each of the items and to open the modify dialog boxes for the corresponding item types to edit the items. The dialog boxes open one at a time.

Choose File in Project to open the File in Project dialog box to file the Outlook item to a new project and/or new project item. The Outlook item will not be linked to the original action item.