Summary: This article will explain how to configure your ARC, CCR, and Collections action types for each association so that you can ensure that your users can only view and select from the action types that you've configured for them to choose from when creating action items.
Association Settings
Each action type is configured individually via their respective section in Association > Settings.
ARC Model
The ARC Model setting will place a Preferred tag next to that Action Type on the new Action Item form's Action Type dropdown. Only one action type can be set as the model and have the preferred tag.
Setup
- From Association > Settings click the Edit button for the ARC Model.
- Select the preferred ARC Action Type from the ARC Model's dropdown list.
- Select any additional ARC Action Type options that you want as available options when creating new action items with the Additional ARC Models dropdown. This field supports multiple selections.
Note: If no ARC Models have been configured, all ARC Action Types will be displayed as available options when creating a new action item. - Click Update to complete.
CCR Model
The CCR Model setting will place a Preferred tag next to that Action Type on the new Action Item form's Action Type dropdown. Only one action type can be set as the model and have the preferred tag.
Setup
- From Association > Settings click the Edit button for the CCR Model.
- Select the preferred CCR Action Type from the CCR Model's dropdown list.
- Select any additional CCR Action Type options that you want as available options when creating new action items with the Additional CCR Models dropdown. This field supports multiple selections.
Note: If no CCR Models have been configured, all CCR Action Types will be displayed as available options when creating a new action item. - Click Update to complete.
Collections Model
The Collections Model setting will place a Preferred tag next to that Action Type on the new Action Item form's Action Type dropdown. Only one action type can be set as the model and have the preferred tag.
Setup
- From Association > Settings click the Edit button for the Collections Model.
- Select the preferred Collections Action Type from the Collections Model's dropdown list.
- Select any additional Collections Action Type options that you want as available options when creating new action items with the Additional Collections Models dropdown. This field supports multiple selections.
Note: If no Collections Models have been configured, all Collections Action Types will be displayed as available options when creating a new action item. - Click Update to complete.
Tip: If you have ARC, CCR, and Collections action types that need to be used in any association in addition to the model chosen, you can include these via the model association to ensure that the configuration is applied to all associations based off the model association.
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