Actions Good to Know
- Actions vary depending on the location from which they are initiated. For example, an Action to display a Document Repository can be initiated from a Customer Portal menu bar, but not from a toolbar in the Desktop Client.
- System administrators can add Actions to the CSM Desktop Client toolbar and Task Pane (Global or Role), Customer Portals, Business Objects, Automation Processes, Dashboards, and One-Step Actions.
- Users can add Actions to the CSM Desktop Client toolbar and Task Pane (Personal/User), Dashboards, and One-Step Actions (and, in some cases, modify the Global or Role defaults created by the system administrator).
Business Object Actions
- Actions that access or update Business Object data require at least
one Business Object to be available within the
One-Step Action. A Business Object can be made available in a
One-Step Action by:
- Selecting a Business Object association (either the current record or an available Business Object in the Association drop-down on the One-Step Action Manager toolbar). A Business Object association can only be selected when a One-Step Action is first created and cannot be changed for an existing One-Step Action.
- Creating it using a Create a New Business Object Action preceding the Action that requires Business Object access (in the One-Step Editor).
- Navigating to it using a Go to a Record Action preceding the Action that requires Business Object access (in the One-Step Editor).
- Some Business Object Actions allow you to select which Business
Object to execute against, if more than one is available within a
One-Step Action. Options can include one or more of the following, depending on
which Business Objects are available:
- Original Business Object from the Association (selected when the One-Step Action is created).
- Business Object from a Create a New Business Object Action preceding this Action.
- Business Object from a Go To a Record Action preceding this Action.