Entity Settings Under Campaign Customize Tab
Entity Settings in Action Builder are essential for customizing various aspects of each entity type within your campaign. This article will walk you through the key features of Entity Settings.
Customizing Default Fields:
Entity Settings allow you to enhance the new entity creation process by specifying default fields. By adding specific fields to the 'Create new entity' form, users can quickly input essential information when generating a new entity.
Spotlighting Key Entities:
With the Spotlight feature, you can visually distinguish important entities on the Wall Chart. By selecting specific responses for each entity type, you can ensure that certain entities stand out, making them easier to identify for organizers.
Adding Notes to New Entities:
A recent enhancement to Entity Settings now enables users to attach notes to new entities directly from the creation form. This feature provides additional context or information when generating entities, enhancing communication and organization within your campaign.
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