Browser Client One-Step Actions

CSM Browser Client One-Step Actions look and behave similarly to One-Step Actions in the Desktop Client.

In the CSM Browser Client, users can run One-Step Actions from:

  • The CSM Browser Client menu bar (run from the One-Step Action Manager or the list of Most Recently Used [MRU] One-Step Actions).
  • Buttons, links, and widgets on dashboards.
  • Business Object records (as buttons or links). Some One-Step Actions might also run as automatic Actions that are executed when a Business Object is saved.
  • The One-Step Action Manager (accessed from the CSM Browser Client menu bar).
  • An Actions menu on a grid.

Good to know:

  • The One-Step Actions accessed and run in the CSM Browser Client are created in the CSM Desktop Client or in CSM Administrator. One-Step Actions cannot be created, edited, or deleted in the CSM Browser Client.
  • When One-Step Actions execute in the CSM Browser Client, the interface appears as disabled until the One-Step Actions complete.
  • Print Actions are supported in the CSM Browser Client and CSM Portal when Trusted Agents are used to run the Actions. This includes Run a Report Actions that are configured to print a report. CSM SaaS customers can configure a Trusted Agent to use printers on their remote network; on-premises customers can configure a Trusted Agent to use printers on their local network or on a remote network. If you do not configure Trusted Agents, users receive an error indicating that print actions are not supported when the One-Step Action is run on the CSM Browser Client or CSM Portal.
  • When One-Step Actions that contain multiple Actions are executed in a CSM web application, the end result of the One-Step Action is shown to users when execution is complete. Users are prompted for input as needed, but if the Save Business Object After Action check box is cleared for a particular Action, changes made by the Action are not saved.
  • There is currently no option in the CSM Browser Client to run a One-Step Action for a group. You can, however, configure a One-Step Action to run against a specific saved search. In this case, the One-Step Action runs against the defined group of records, regardless of the client used to run the One-Step Action. For more information, see Define the Conditions for a One-Step Action.
  • Write file, read file, run program, and transfer attachments (to or from a file system) One-Step Actions generally works for the CSM Browser Client, but the One-Step Action must be designed to write an accessible file on the server, and then execute a program on the server using the contents of that file. This requires configuring IIS security rights specifically to handle this capability.

  • When a One-Step Action executes in the CSM Browser Client, a progress bar is not displayed.