Open the Action Manager
There are several ways to open the Action
Manager:
- From
CSM Administrator:
- In the Task Pane Section window (when configuring Global/Role Task Pane settings), click Add.
- In the Menu page of the Site Editor (when
defining
menu bar properties for a Portal Site), click the
Ellipses button
next to the Action field to select a different
Action or clear the selected Action.
- In the Business Object Actions window (when
defining Actions
for a Business Object), click the
Ellipses button
next to the Action field to select a different
Action or clear the selected Action.
- In the Choose Action window (when
defining
Control properties for a Link Label Control or Button Control on a
Form), click the
Ellipses button
.
- In the Outlook Integration - Condition and Action window (when
defining
available Actions for an Outlook Integration configuration), click the
Ellipses button
to select a different Action or clear the selected
Action.
- From the
CSM Desktop Client:
- In the Task Pane Section window (when defining User Task Pane settings), click Add.
- From a Dashboard Widget button or link: Right-click Widget Properties.