Configuring Smart Actions

So that Smart Actions reflect each company's reality, you can customize them to get the most out of this mechanism.

To do this, in General | Cegid Pulse | Smart Actions Configuration you can:

• list the existing Smart Actions;

• delete a smart action with the user's permission, and only for smart actions that are not system-level;

• open the Smart Actions Editing window by double-clicking the corresponding record.

Access to the Configuration

Access to the Smart Actions Configuration depends on user profiles.

To enable access to the Smart Actions configuration, follow these steps:

1. Go to Administrator | Profiles;

2. Create a profile or select an existing one;

3. Go to the Operations tab;

4. Go to PrimaveraEvolution – ERP v10.00 | Smart Actions;

5. Enable the View option;

6. Click Confirm.

Creation/Editing

In the Smart Actions Configuration window, you can create/edit a Smart Action. This lets you make sure Smart Actions match your day-to-day needs.

If it's a system Smart Action, you can only set the corresponding execution permissions.

You will only have access to the Smart Actions Configuration window if the profile in question has that permission, as well as to create, modify, and delete in each specific window.

To enable the permissions to view, create, modify, and delete, follow these steps:

1. Go to Administrator | Profiles;

2. Create a profile or select an existing one;

3. Go to the Operations tab;

4. Go to PrimaveraEvolution – ERP v10.00 | Smart Actions;

5. Enable the Create/Modify/Delete option;

6. Click Confirm.