Intelligence360 allows the creation of checkboxes for population into actions. This means we can do things like:
Set a checkbox for "contract uploaded"
Automatically sync detected activity
Let's walk through some examples.
Select the most appropriate option and you are off to the races.
Checked - Action form will be checked by default, but can be updated by the user.
Un-Checked - Action form will be off by default, but can be updated by the user.
Pre-populate with existing value - Copy the "checked" or "unchecked" state from another checkbox.
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