CSM 10.4 Documentation

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Problem One-Step Actions

CSM provides numerous OOTB Problem One-Step Actions. Notable Problem One-Step Actions include:

One-Step Action Description/Actions Associations Executed From
Status
Next Step from Relationship

Conditionally change the Problem status to next logical status (defined by the Problem status values in Table Management) and/or initiate the next appropriate One-Step Action:

  • Begin Work: Start Work in Progress One-Step Action.
  • Set as Resolved: Set as Resolved One-Step Action.
  • Pending Change: Set to Pending Change One-Step Action.
  • Close: Set as Closed One-Step Action.
Problem Problem Form, Next: <Status>
View More Status Options Allows the User to set any status. Problem Problem Form, Next: <Status>
Conditional Status
Start Work in Progress Changes the Problem status to Work in Progress. If an owner is not assigned, assigns the Problem to the current User and the Team the User belongs to. Problem Problem Form, Status: Begin Work link
Set as Resolved Changes the Problem status to Resolved. Problem Problem Form, Status: Set as Resolved link
Set to Pending Change Changes the Problem status to Pending Change. Problem Problem Form, Actions: Set as Pending Change link
Set as Closed Changes the Problem status to Closed. Problem Problem Form, Status: Close link
Assign to Team

Launches the Choose Team window, where a User can choose an Owned By Team for the record.

Changes Problem status from New to Assigned.

Problem Problem Form, Owned By: Select Team link
Assign to Individual

Launches the Choose Team window, where a User can choose an Owned By Team for the record; then, launches the Choose User window, where a User can choose a Primary User from the already-selected Team.

Changes Problem status from New to Assigned.

Problem Problem Form, Owned By: Select Owner link
Form
Take Ownership

Makes the Current User the Primary User of the record.

Changes status from New to Assigned.

Problem Problem Form, Actions: Assign to Me link
Publish/Remove Known Error to/from Portal If the known error is not yet visible in the Top Issues section of the Portal, uses the Publish Known Error in Portal One-Step Action Action to display the known error. If the known error is visible in the Top Issues section of the Portal, uses the Remove Known Error from Portal One-Step Action Action to remove the known error. Problem Problem Form, Actions: Publish Known Error to Customer Portal link
Resolve Incidents Makes the current User the owner, and then changes the Problem status to Resolved. When the status changes to Resolved, e-mails Customers of attached Incidents to notify them of the resolution. Problem Problem Form, Actions: Resolve Linked Incidents link

A full list of One-Step™ Actions is beyond the scope of this document. Export a schema document from CSM Administrator (Create a Blueprint > Tools > Export Schema) to view a full list of One-Step Actions associated with a particular type of Business Object.


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