Create an action group ActionType for a page section

1. Activate Design Mode. For information about how to activate Design Mode, refer toActivate Design Mode.

2. On the page section to add an action group to, select the Edit Actions button. For example, to add a group of actions to the Financial Accounts section on the Accounts tab in a constituent record, locate the Financial Accounts section on the tab, and select the Edit Actions button that displays in the tab.

   A screen appears displaying the section’s existing actions.

3. To add a new action group, select Add. A blank Properties box appears on the right.

4. Complete all the necessary fields in the Appearance frame. At the ActionType field, select “ActionGroup.” A Group Actions frame containing an Actions field appears in the Properties box.

   For more information about these fields, refer to Actions Property Screen on page 1.

5. Select the Ellipsis at the end of the Actions field.

   A blank Actions screen appears.

6. Select Add. A grid appears in the Properties box.

7. To add your first action to the group, complete the grid in the Properties box.

   For information about the fields in this grid, refer to Actions Property Screen on page 1.

8. Repeat steps 6 and 7 until you have added all the desired actions to your action group.

9. Select OK to return to the page section action properties screen.

10. Select Save to save your changes and add the new action group to the page section.