---
schema_version: "1"
id: caad142beaafe149e48a0ce2282f49670d598fb3dc05facdeed6040f23975b0d
title: Create Application Action Items
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_finance_funding_workbench_create_app_act_item.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_finance_funding_workbench_create_app_act_item.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 689e05460d6a48ffc6b95f68719a20ec183f99c8cfc53d8df1a2e97062ff164f
description: As a funding analyst, when the stage of the application form product is Signature Complete, create application action items for dealers to upload documents on the Funding Workbench console.
products:
  - Automotive
release: "264"
---
# Create Application Action Items

As a funding analyst, when the stage of the application form product is Signature Complete, create application action items for dealers to upload documents on the Funding Workbench console.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d95489e71">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d95489e71 ">To create application action items</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d95489e71 ">Vehicle and Asset Lending permission set</td>

          </tr>
        </tbody>
      </table>

1. From the app launcher, search for and select **Funding Workbench**.
2. From the navigation menu, select **Application Form Products** and open a record.
3. Go to the **Assigned Actions** tab.
4. Click **New**.
5. Enter a name.
6. For type, select the **Upload**.
7. Assign it to the relevant user and add other details as required.
8. Save your changes.