Configure One-Step Actions for Trusted Agents

One-Step™ Actions can be configured to execute using Trusted Agents. This enables you to execute specific Actions, such as Print, on remote servers and distributed systems.

You can use Trusted Agents with these Actions:
  • Print
  • Run a Program
  • Run a Report
  • Write to a File
  • Transfer Attachments
  • Call a Web Service
  • Excel Merge

You can configure Trusted Agents for one or more of the supported Actions within a single One-Step Action. Depending on your needs, you can assign a different Trusted Agent service group to each Action.

To use Trusted Agents with One-Step™ Actions:

  • Trusted Agents must be configured for your system. For more information, see Configuring Trusted Agents.
  • Optionally, define Trusted Agents Service Groups so you can execute One-Step Actions on specific Trusted Agents Services.
  • You must have security rights to configure One-Step Actions to run on Trusted Agents. If you do not have these rights, you can view Trusted Agent configuration settings, but you cannot change them.

To configure a One-Step Action to run on a Trusted Agent:

  1. From the One-Step Editor Designer Board, select an Action that supports Trusted Agents.
  2. Select the Trusted Agents page.
  3. Select the Run on Trusted Agent check box.
  4. Select one of these Trusted Agent service group options:
    • Any Trusted Agent Group: Uses the next available Trusted Agent to execute the Action.
    • Specific Trusted Agent Group: Uses a specific Trusted Agent service group to use for the Action.
  5. Review General properties for the One-Step Action to ensure they are valid for the selected Trusted Agent service group. For example, for a Print Action, verify that the printer you select is valid for the Trusted Agent service group.