Operation kind

Operation kind list

Search and work with data on the Operation kind list page.

The operation constructor contains settings for business operation types available in documents.

How to open

Open Settings → Catalogs → Operation kind.

Available commands depend on your role permissions.

Search and review

You can narrow the result using search, showing inactive records, showing records marked for deletion, Document Kind and LegalActionType. Refresh the list after changing the conditions.

The table or tree shows Operation, Document and LegalActionType. These columns help verify a record before opening its card. Select an available column header to sort and use pagination when the result spans several pages.

Working with the list

Depending on the record state and role permissions, available actions include Create and Edit, mark a record inactive or return it to active records, mark for deletion or restore. Check the selected row before running an action. Open an empty card to create a record or the selected card to edit it.

  • — create or edit a record in detail.
  • — select a record from another form.