Actions vary depending on the location from which they are initiated.
For example, an Action to display a Document Repository can be initiated from a
Customer Portal menu bar, but not from a toolbar in the
Desktop Client.
System administrators can add Actions to the
CSM Desktop Client toolbar and Task Pane (Global or Role), Customer Portals, Business
Objects, Automation Processes, Dashboards, and
One-Step Actions.
Users can add Actions to the
CSM Desktop Client toolbar and Task Pane (Personal/User), Dashboards, and One-Step
Actions (and, in some cases, modify the Global or Role defaults created by the
system administrator).
Business Object Actions
Actions that access or update Business Object data require at least
one Business Object to be available within the
One-Step Action. A Business Object can be made available in a
One-Step Action by:
Selecting a Business Object association (either the current
record or an available Business Object in the Association drop-down on the
One-Step Action Manager toolbar). A Business Object association can only be selected
when a
One-Step Action is first created and cannot be changed for an existing
One-Step Action.
Creating it using a Create a New Business Object Action preceding
the Action that requires Business Object access (in the
One-Step Editor).
Navigating to it using a Go to a Record Action preceding the
Action that requires Business Object access (in the
One-Step Editor).
Some Business Object Actions allow you to select which Business
Object to execute against, if more than one is available within a
One-Step Action. Options can include one or more of the following, depending on
which Business Objects are available:
Original Business Object from the Association (selected when
the
One-Step Action is created).
Business Object from a Create a New Business Object Action
preceding this Action.
Business Object from a Go To a Record Action preceding this
Action.