One-Step Editor

The One-Step Editor is a tool that allows you to easily create simple or complex One-Step Actions to automate common or repetitive tasks in CSM. Use the One-Step Editor to create and edit One-Step Actions in CSM Administrator or the CSM Desktop Client.

1. Toolbar.
2. One-Step Action Components:

   Tabs that show Designer Boards for the series of Actions that comprise the One-Step Action (the main Actions as well as pre-steps and post-steps, if applicable).

3. Aerial View:

   View the entire process as you zoom in and out. Also allows you to move the section of the current process on the Designer Board.

4. Designer Board:

   A visual representation of the process.

5. Actions Pane: Actions available to be added to the Designer Boards. These are categorized as:
   • Common Actions: Actions that are commonly used in One-Step Actions.
   • Business Object Actions: Actions that create new Business Objects or require access to Business Object data.
   • Advanced Actions: Actions that involve knowledge of advanced concepts and/or more complex configuration.

   The Trusted Agents icon () indicates Actions that can be executed using Trusted Agents.

6. Step Details:

   Details of the currently selected step in the process.

   This is where you define properties for the One-Step Action and for each Action.

The Designer Board for the One-Step Editor includes the following elements:

1. Start Graphic:

   Event or starting point that initiates the process.

   Tip: Select the Start Graphic on the Designer Board to define general properties for the process.
2. Placeholder Graphic:

   Holds the steps (Events and/or Actions) that constitute the process.

   A yellow Trusted Agents icon indicates if an Action is configured to run using Trusted Agents.

   

3. End Graphic:

   Indicates the end of the process.