Create and edit
Action Blocks
from the
Desktop Client
or
CSM Administrator.
To create an
Action Block:
- Open the Action Block Manager.
- Select the
Create New button.
- In the
Create a New Action Block window, provide a name
and description.
The One-Step
Action Block
Editor opens.
- On the
General page, the
Name and
General Description fields will auto-populate.
- Select
Execute Post Steps if One-Step fails to
continue the post steps despite a
One-Step Action
failure.
- (Optional) Set a category for the
Action Block.
Select
Display in designer toolbox if you want the
Action Block
to appear in the One-Step editor toolbox under its category title.
You need appropriate permissions to create categories or add
Action Blocks to existing categories. Be selective about assigning categories
to Action Blocks, as the toolbox can quickly get cluttered.
- Select the
Options button.
| Availability
|
Select a scope. If you already selected a scope at the
beginning, this is auto-filled with your selection.
|
| Association |
If applicable, select a more filtered scope (example: A
particular team). <Automatic> applies scope based on login. If not
applicable, this option is disabled.
|
| Custom Image |
Upload a custom image
if desired. |
- Use the
Parameters page to add any parameters you want
to use in the
Action Block.
Parameters can be used to pass information from the
Action Block
to a
One-Step Action
in the
Action Block,
or from a
One-Step Action
to the
Action Block.
You can use parameters for input and output.
Important: If you modify an
Action Block
parameter that isn't a default value, you must edit all
One-Step Actions
that use that
Action Block.
Use the Find Dependencies function to find the
One-Step Actions
you need to edit.