- Define a Copy to Clipboard Action
Use the Copy to Clipboard Action to copy text data to the clipboard when a One-Step™ Action is run, so you can use the data outside of the One-Step Action.
- Define a Launch a URL Action
Use the Launch a URL Action to launch a URL using a One-Step Action.
- Define a Print Action
Use the Print Action to create a document that is automatically sent to a selected printer when a One-Step™ Action is run.
- Define a Run a Program Action
Use the Run a Program Action to launch any program that can be run from a Windows command line.
- Define a Run a Report Action
Use the Run a Report Action to run a Report that was created using the Cherwell Report Writer™.
- Define a Send a Tweet Action
Use the Send a Tweet Action to post a new tweet to a Twitter account.
- Define a Send an E-mail Action
Use the Send an E-mail action to quickly send an email when the One-Step Action is run.
- Define a Show a Pop-Up Action
Use the Show a Pop-Up Action to provide information or to prompt users to do something. Pop-ups can be used to ask users if they want to continue, to request additional information, or to select from a list of options.
- Define a Write to a File Action
Use the Write to a File Action to create, overwrite, or append contents to a file when a One-Step Action runs.
- Define a Write to Log Action
Use the Write to Log Action to create a custom log when a One-Step Action is run. The log includes content defined in the Write to Log Action, along with information based on the log level defined in the Action.
- Define a Create a New Business Object Action
Use the Create a New Business Object Action to create any Business Object that is allowed in One-Step™ Actions.
- Define a Create a New Child Business Object Action
Use the Create a New Child Business Object Action to create a child Business Object that belongs to the active Business Object.
- Define a Delete a Business Object Action
Use the Delete a Business Object Action to delete Business Objects, either the active Business Object or a related Business Object.
- Define a Go to a Record Action
Use the Go to a Record Action to navigate to a specific Business Object record. Navigate to a record based on Relationship or Business Object, field and field value. For example, select a link on an Incident record to go to the Major Incident it is linked to.
- Define a Link/Unlink Business Object Action
Use the Link/Unlink Business Object Action to link or unlink a Business Object in a Relationship. The Link/Unlink Business Object Action adds records to or removes them from a Relationship, which adds/removes them from tabs in Form Arrangements.
- Define a Step Through Children Action
Use the Step Through Children Action to run a sequence of Actions against each child record of a Business Object.
- Define a Transfer Attachments Action
Use the Transfer Attachments Action to transfer Attachments to a file system or Business Object from another file system or Business Object.
- Define a Transition a Business Object Action
Use the Transition a Business Object Action to move Business Objects from one lifecycle status to another.
- Define a Transfer Related Business Objects Action
Use the Transfer Related Business Objects Action to transfer related records from one Business Object to another.
- Define an Update a Business Object Action
Use the Update a Business Object Action to update Field values in the active Business Object.
- Define a Work with a Queue Action
Use the Work with a Queue Action to perform Queue operations.
- Define a Call a Web Service Action
Use the Call a Web Service One-Step™ Action to dynamically call a web service and save the results as a variable.
- Define a Decide Between Multiple Cases Action
Use the Decide Between Multiple Cases Action to define multiple cases (or paths) that the One-Step™ Action executes next based on defined conditions.
- Define an Excel Merge Action
Use the Excel Merge Action to create Excel files that contain data from CSM.
- Define an Execute a Command Action
Use the Execute Command Action to execute a built-in system command, run a Report or Saved Search, or open a Calendar, Dashboard, or Visualization.
- Define a Go to a Field Action
Use the Go to Field Action to navigate to a particular Field or tab (in the Form Arrangement) in the active record.
- Define a Go To Action
Use the Go To Action to define criteria for determining which Action the One-Step™ Action should execute next.
- Define an HTTP Request Action
Use the HTTP Request Action to communicate with an external API using a One-Step™ Action.
- Define an Import Data Action
Use the Import Data Action to run a stored import (.csv imports) from the Stored Import Manager using a One-Step Action.
- Define a Run another One-Step Action
Use the Run another One-Step Action to run another One-Step Action. This is useful for creating One-Step Actions with common functionality for use inside of other One-Step Actions.
- Define a Step Through Collection Action
Use the Step Through Collection Action to step through each item or object in a collection or array of XML or JSON data and store it as a variable for use in CSM.
- Define an Update Variables or Stored Values Action
Use the Update Variables or Stored Values action to set and update variables or stored values using a pre-defined value. Adding multiple variables in a single One-Step Action can reduce the complexity and effort of creating and maintaining One-Step Actions.
- Define Actions Using XML Collections and JSON Arrays
One-Step™ Actions include options for iterating through XML Collections and JSON Arrays and extracting portions of repeating data. Refer to these tasks and code samples when defining Actions using variables of type XML Collection or JSON Array.
- Action Attachments
- Define the Annotations for a One-Step Action
Annotations enable you to to communicate the function and purpose of a One-Step. You can define Annotations for each Action in a One-Step Action.