Define Automatic Actions for a Business Object

Use the Automatic Actions page in the Business Object Actions window (accessed from the Object Manager within the Blueprint Editor) to set up One-Step Actions that automatically run when a Business Object is created, saved, or changes status.

Good to know:

• Although any One-Step Action can be executed as part of an automatic Action, we recommend using only One-Step Actions that do not require User feedback because Business Objects can be created and saved without User interaction. For example, the E-mail and Event Monitor can automatically create and save records.

To create a list of Automatic Actions:

1. Open the Business Object Actions window:
   1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.
      Note: If you are working on a saved Blueprint, open the existing Blueprint.

      The Blueprint Editor opens, showing the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.

   2. In the Object Manager, click a Business Object in the Object tree, and then click the Edit Actions task in the Structure area.
2. Click the Automatic Actions page.
3. Add Actions to the list of the Automatic Actions:
   1. Select a category (Create Actions, Save Actions, or State Change Actions).
   2. Click the Add button to open the One-Step Action Manager, and then select an existing One-Step Action or create a new one.

   3. Select OK.

4. Define general properties for each new Action:
   • Action: Displays the name of the One-Step Action as it is recognized by CSM.
     Tip: Click the Ellipses button to open the Action Manager and select a different Action.

   • Notes: Provide information that further describes or clarifies the Automatic Action. If the One-Step Action has a description, it is displayed here.
   • Condition: Select this check box to have the Automatic Action executed based on a condition, and then select or define an Expression, using either:
     • Stored Expression: Click the Ellipses button to open the Expression Manager, and then select an existing stored Expression or create a new stored Expression. Stored Expressions can be reused in numerous places in CSM.
     • Custom Expression: Click the Custom Expression button to open the Custom Expression Builder, and then create a custom Expression specifically for this scenario.
   • Show Progress: Select this check box to have CSM display a progress indicator while the One-Step Action is running.
5. Define when the Automatic Action will be executed:
   Note: Create Actions do not have additional options for determining when they are executed. They are always executed when a new Business Object record is created.
   • For Save Actions:
     • Execute on First Save: Select this check box to have the Action automatically executed for newly created records.
     • Execute on Additional Saves: Select this check box to have the Action automatically executed when saving existing records.
     • Execute Before Saving Record: Select this check box to have the Action automatically executed immediately before the Business Object record is saved.

       Note: Certain options within a One-Step Action will not occur when it is used as an automatic Action. For example, if a One-Step Action is run before the record is saved and includes the option to save the current record, the record will not be saved twice. Also, if the One-Step Action initiates a save, the Actions will not be rerun a second (and possibly recursive) time.

   • For State Change Actions:
     • State: In the drop-down, select the status that will trigger the Automatic Action.
     • Execute Before Saving Record: Select this check box to have the Action automatically executed when the Business Object record changes to the selected status. Clear this check box to have the Action automatically executed when the Business Object record is saved after reaching the selected status.

6. Select OK.

7. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.