Action Points can be set up while creating or editing a question inside any process or audit. Based on how you want the flow to work, you can configure it to be filled manually by the submitter, or get automatically triggered based on a selected response. Let’s look at both options below 👇

Configure Manual Action Point

If you want the user to raise an Action Point only when needed, go for the manual config.

Here's how to enable it:

1. In the question builder, look for the ⚪ Action Point Enhancement icon.
2. Click it — the button will turn blue 🔵 once enabled.
3. Tap on the Settings icon next to it.
4. A right-side settings panel will slide in.
5. Under Action Point Type, choose Manual.

That’s it. You don’t need to fill anything else — the submitter will enter all the required fields (like title, description, assignee, etc.) while raising the action point manually during submission.

Configure Auto Action Point

Auto Action Points are powerful — they trigger based on specific answers and already include all the required metadata.

To set it up:

1. Click the Action Point Enhancement icon and open Settings.
2. Under Action Point Type, select Auto.
3. Fill out the following details in the auto-config form: