CSM 10.4 Documentation

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Managing One-Step Actions

Use the One-Step Action Manager to view, create, edit, and delete One-Step Actions.

Tips for viewing One-Step Actions:

  • Use the View menu to limit the list of One-Step Actions Manager by your assigned Roles or all Roles; by all Users or Teams; by Customer Workgroups; by One-Step Actions configured to run on Trusted Agents; and by Sub-Action (the Sub-Action[s] contained within the One-Step Action).
    Note: The Sub-Actions are components of a One-Step Action. A One-Step Action will appear in all Sub-Action folders that it contains, so a One-Step Action could be listed in multiple Sub-Action folders.
  • Switch to the Detailed View (View>Details) to see the description, last modification date and User, and Trusted Agents information for each One-Step Action.

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