Edit Action Groups

The Edit Action Group button available in Design Mode allows you to edit action groups. For example, in the default version of the program, Tasks are an action group. The Tasks actions appear in individual panes on the left side of the screen in several areas of the program. Each action group contains specific actions.

Note: You can also access the tab properties from the page properties screen. Select Page Properties and then select the ellipsis at the end of the ActionGroups field.

For example, in a constituent record, the default tasks included in the Tasks action group are Edit link to user, Mark inactive, Mark deceased, Delete, and Refresh. The Help link also appears in this group. The View as action group tasks link to other areas of the program in which information about the constituent exists. For example, if the constituent has a prospect record, Prospect appears as a link in the View as action group. In addition to changing the existing action groups, you can add and delete action groups using the Edit Action Group button.

The following items can be added or changed from the action group properties screen:

• Caption used to identify the action group

• Caption resource file used for localization

• Images associated with the action group

• Actions included in the action group

After you make your changes and select Save on the properties screen, the changes appear on the page.