How to add a List Documents action

Adding a List Documents action

  1. Click on the Forms & Actions tab to configure the status page. This will display a blank box with an Available Actions bar on the right-hand side.
  2. Drag and drop the List Documents action from the Available Actions into the blank box.

  • In the Visible to box you can add users who you want to be able to view the List Documents action. Internal Users can see the content by default.
  • Under Visibility Rules you can hide the List Documents action until question(s) from forms are answered by clicking the Add Question button and adding a question.


You can add more than one question and also add a specific answer, so the box will only show after this specified answer.

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