Run a One-Step Action

Run a One-Step™ Action from a variety of places within CSM, including:

• CSM Desktop Client toolbars (either User or Global/Role).
• CSM Desktop Client Task Pane (either User or Global/Role).
• Business Object records (as record-specific One-Step Actions on the toolbar, menu bar, context menu, Task Pane, a button, or a link). One-Step Actions can also be Automatic Actions that are executed when a Business Object is saved.
• Browser Client (from the menu bar; as buttons, links, and Widgets on Dashboards; as buttons and links on Business Object records, or as record-specific Actions in a context menu).
• Customer Portal (on a menu bar, a Dashboard Widget, or HTML page).
• Dashboards (as buttons, links, and Widgets).
• Automation Processes (One-Step Actions that run automatically based on specified rules).
• Cherwell Outlook Add-In (record-specific One-Step Actions that run from Microsoft Outlook).
• E-mail and Event Monitor (One-Step Actions for processing monitored e-mails).
• Approvals (One-Step Actions that run when an Approval is approved, denied, or expired).
• Scheduled Items (One-Step Actions that run on a scheduled basis).