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When you open the Global Action Settings workspace, we display a list of workflow and user actions that you can configure with default action and notification settings. Certain workflow action settings are configured in the Form Designer, while user actions only require notification settings.
You can access the workspace by going to Setup > Processes > Global Action Settings.
You can configure default settings for the following workflow action types in the Form Designer, which will define the default layout for the action in all workflows in the tenant:
You can revert an action to its default settings by clicking the Default action in the Form Designer Action Toolbar. You can also override the default settings on an action by choosing the Use Custom Settings option while editing a workflow action. See Use Custom Settings for more information.
Use the links above to access detailed information about the workflow action configurations.
Note: If you experience problems with the new user interface (UI) design, please contact Customer Support. See Legacy Pages Option for more information.
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To Edit the default layout settings using Form Designer:
In addition to the above workflow actions, you can configure the following actions with notification settings within Global Action Settings workspace:
To Edit the default notification settings for an action: