Edit or update a Business Object by using a
One-Step™
Action
to access the content of a file.
The Content from a File token is only available for
One-Step Actions
and can be used in any
One-Step Action
that requires content. For example, you can set a
One-Step Action
to prompts users for a file containing content to be imported. This content can
be read and used within the context of the
One-Step Action.
The following example explains how to configure a
One-Step Action
to access a file to update a Business Object record.
To configure the Update A Business Object
Action:
- Open the One-Step Editor, and then create or edit a
One-Step Action.
- Add an
Update a Business Object Action to the
Designer Board.
- Configure the Action as needed. See
Define an Update a Business Object Action
for more information.
- On the
Fields page, select the field to update.
- Select the
Template radio button, and then select the
Template Selector or right-click in the
Template field to open the Token Selector.
- Select
.
The
Read file properties dialog box opens.
- To use the same file every time the
One-Step Action
is run:
- Select
Static Filename, and then navigate to the
file.
- Select the file type you want the
One-Step Action
to accept from the
Format drop-down menu. Options are CSV,
HTML, text, rich text format, and XML.
- Optionally, select the
Reload file if name changes and
Reload file contents when file changes
options to automatically reload the file and file
contents. These options cannot be used with a Trusted Agent.
- Select
Use Trusted Agents, and then select a
Trusted Agent group. This option may be required for SaaS customers. See
Configure One-Step Actions for Trusted Agent.
- To enable users to choose the file to run:
- Select
Prompt for File.
- Enter the text in the
Caption field that users will see when
they run the
One-Step Action.
You can also right-click to open the System Function context menu so you can
include a variable.
- Select the file type you want the
One-Step Action
to accept from the
Format drop-down menu. Options are CSV,
HTML, text, rich text format, and XML.
- Click
OK.
- Save theOne-Step Action.