Cumulus Asset Actions simplify your daily workflow needs. An Asset Action refers to a combination of certain functions and can be saved under a chosen name. Whenever you wish to perform this combination of functions, all you have to do is select the corresponding Action and it will be done. You can perform an Asset Action either on selected records or when mailing assets. To perform an Asset Action on records selected in the Record pane, you employ the menu item Asset > Perform Asset Action. To perform an Asset Action on records in the Collection Basket pane, you employ the Collection Basket’s toolbar. (For details, see “Outputting the Collection Basket’s Contents” .
These Asset Actions can be defined in your User Settings in the Preferences dialog – for a description, see “Cumulus Asset Actions” . With Workgroup or Enterprise, you need the appropriate permissions for Asset Actions.
To perform an Asset Action on records in the Record pane:
1. Select one or more records.
2. Select Asset > Perform Asset Action. A submenu opens that lists the available Actions.
3. Select the desired Asset Action.
Depending on how the action is defined dialogs for the included modules may show up. Make your selection and click the appropriate buttons. The Actions will be performed on the selected records.
Progress information is displayed on those actions that take a certain amount of time.
If the selected Asset Action failed to be performed on certain assets, theses assets are listed as soon as the Asset Action is completed, together with the respective error messages.
Clicking Reveal in collection displays these assets in a collection of its own for further processing.
Clicking Ignore closes the window without any further action.