You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Edit layout of smart action

We have activated the "Copy to Document Record" smart action for Help Desk and Case Management (Copy HR Help Desk Documents to Document Record) in a test site and the following fields appear when using the action:



The highlighted fields above have been disabled from all of our Document Types. If they are populated in the Smart Action we get an error message:


Can we hide the highlighted fields from the Smart Action and add in "Publish Date" as a new field as it is required for all of our Document Types?

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!