Set Up and Configure Email Accounts

Set Up and Configure Email Accounts

To set up and configure the email accounts:

1. Set up a global or personal email account. This email will be used when editing the One-Step Actions below.
2. Configure the test receiver and sender email accounts. This must be done for all languages.

Configure URLs for Cherwell Browser Applications

To configure the URLs for the Browser applications:

• Set the URLs for the Browser applications (Portal for Customers; Browser Client for Users).

Edit One-Step Actions

To edit the One-Step Actions:

1. Use the Form Editor (accessed from within a Blueprint in CSM Administrator) to edit the Incident Form.
2. Open the One-Step Actions Manager.
   1. From the Association drop-down list, select Incident.
   2. From the Manager tree, expand the Global folder and select the Buttons folder.
   3. Right-click Create and Send Survey and select Edit.

      

      The One-Step Editor opens.
   4. Select the Send Survey Email Action.
   5. From the Send via drop-down list, select the global or personal email that was set up.
   6. Select OK to save the One-Step Action.
3. From the Association drop-down list, select Survey Template
   1. Right-click Satisfactory Threshold Notification and select Edit. The One-Step Editor opens.
   2. Select the Send an e-mail Action.
   3. From the Send via drop-down list, select the global or personal email that was set up.
   4. Select OK to save the One-Step Action.
   5. Right-click Unsatisfactory Threshold Notification and select Edit.
   6. Follow steps b — d above.
4. Select Close.
5. Save and publish the Blueprint.