Run a One-Step Action
Run a One-Step™ Action from a variety of places within CSM, including:
- CSM Desktop Client toolbars (either User or Global/Role).
- CSM Desktop Client Task Pane (either User or Global/Role).
- Business Object records (as record-specific One-Step Actions on the toolbar, menu bar, context menu, Task Pane, a button, or a link). One-Step Actions can also be Automatic Actions that are executed when a Business Object is saved.
- Browser Client (from the menu bar; as buttons, links, and Widgets on Dashboards; as buttons and links on Business Object records, or as record-specific Actions in a context menu).
- Customer Portal (on a menu bar, a Dashboard Widget, or HTML page).
- Dashboards (as buttons, links, and Widgets).
- Automation Processes (One-Step Actions that run automatically based on specified rules).
- Cherwell Outlook Add-In (record-specific One-Step Actions that run from Microsoft Outlook).
- E-mail and Event Monitor (One-Step Actions for processing monitored e-mails).
- Approvals (One-Step Actions that run when an Approval is approved, denied, or expired).
- Scheduled Items (One-Step Actions that run on a scheduled basis).