Customise the format of sub-actions

You can customise the format of a sub-action to suit your needs. The characteristics of a sub-action can vary from :

• Exact copy of an action: same custom fields, same progress bar .
• In a “task” type format: no custom fields, no progress bar, just a close button when the sub-action is complete .

Access:

The format of the sub-actions can be customised using the file templates.

This means that you can have a different sub-action format depending on the needs of your files.

To do this, use the “Group” menu and start from a folder template: see creating and managing folder templates.

To modify a folder template, you need to be a managing member of a group (See how to obtain access to a group).

By selecting a folder template , you can customise the format of the sub-actions for folders that use this folder template.

Setup:

The various parameters are :

• Custom fields. Add custom fields to sub-actions.
• Expiry date of the parent share. Lier la date d’échéance de l’action parente aux dates d’échéances des sous-actions. Link the due date of the parent share to the due dates of the sub-shares. The due date for the sub-action cannot be changed manually.
• Progression of the parent action. Link the progress bar of the parent action to those of the sub-actions. In this case, the progress bar of the parent action cannot be manually modified.
• Progress bar. Remove the progress bar on sub-shares: this means that a sub-share has two positions: created (0%) and closed (100%). Activating this option will uncheck the display of custom fields and the link between due dates for parent actions and sub-actions, and will mean that sub-actions are not counted when the actions in the file are counted.
• Counting. Do not include sub-actions in the total number of actions in the file. This option is automatically and compulsorily activated if the sub-action progress bar is removed.

Changing the settings

You can change the sub-share format settings at any time.

Please note that this will have an impact on actions in progress (status 0% and 100% complete). Closed shares will retain their original format until they are re-opened.