Configure One-Step Actions for Trusted Agent

One-Step™ Actions can be configured to execute using Trusted Agent. This enables you to execute specific Actions, such as Print, on remote servers and distributed systems.

You can use Trusted Agent with these Actions:

Print
Run a Program
Run a Report
Write to a File
Transfer Attachments
Call a Web Service
Excel Merge

You can configure Trusted Agent for one or more of the supported Actions within a single One-Step Action. Depending on your needs, you can assign a different Trusted Agent service group to each Action.

To use Trusted Agent with One-Step™ Actions:

Trusted Agent must be configured for your system. For more information, see Configuring Trusted Agent.
Optionally, define Trusted Agent Service Groups so you can execute One-Step Actions on specific Trusted Agent Services.
You must have security rights to configure One-Step Actions to run on a Trusted Agent. If you do not have these rights, you can view Trusted Agent configuration settings, but you cannot change them.

To configure a One-Step Action to run on a Trusted Agent:

From the One-Step Editor Designer Board, select an Action that supports Trusted Agent.
Select the Trusted Agent page.
Select the Run on Trusted Agent check box.
Select one of these Trusted Agent service group options:
- Any Trusted Agent Group: Uses the next available Trusted Agent to execute the Action.
- Specific Trusted Agent Group: Uses a specific Trusted Agent service group to use for the Action.
Review General properties for the One-Step Action to ensure they are valid for the selected Trusted Agent service group. For example, for a Print Action, verify that the printer you select is valid for the Trusted Agent service group.