Use a
One-Step™
Action
to perform transitions for multiple Business Objects records that are already
using the Business Object Lifecycle Editor.
These steps use an Incident as an example but you can use this
One-Step Action
to perform transitions for any Major or Supporting Business Object already
using the Business Object Lifecycle Editor.
Tip: You can also use the
One-Step Action
to move records forwards or backwards in a lifecycle or between branches in a
lifecycle or to assign a status to an object that has never had a lifecycle.
To use a
One-Step Action
to perform a transition for multiple records:
- Log in to the CSM Desktop Client.
- In the
CSM Desktop Client,
select
.
- Set the Business Object
Association field to the Business Object that
you want to perform the transition for (example: Incident).
- Select
Create New.
- Provide a name and description.
- Select
OK.
- Add a
Transition a Business Object Action to the
designer board.
- Select
No Status Assigned from the
From Status drop-down list.
Important: The
From Status in this
One-Step Action
is the status in the
new lifecycle
not the legacy one.
- Select your chosen target status from the
Target Status drop-down list (example: Draft).
- Save the
One-Step Action
and return to the
Desktop Client
home page.
- Open an existing Incident that has no status set.
- Run your
One-Step Action.
All the records that previously had no status set in the
Business Object lifecycle Editor are transitioned to their new status. A
journal entry is created for each Business Object transitioned as a result of
the action.