How to filter on freestanding actions
When creating Actions in Assure, it is possible to assign these to users without linking them to a module record, these are known as Freestanding Actions.
After these actions have been created within the action manager and you wish to filter on these, you can do so by following the below steps.
Navigate to the Action Manager as follows Tasks > Action Manager
Click on Filters
Enable the Show Free Standing Actions option.
Click Manage Filters
Click New Record
Give the filter a name and click Add icon within the Conditions section.
Enter the below condition
Click ‘Save & Close’ to go back to the menu or ‘Save & Apply’ to immediately apply the filter.
Once Applied, only Free Standing Actions will show.
To remove the applied filter, click the green funnel icon which will remove all filtering options applied.