CSM Desktop Client Menu Bar
Use the CSM Desktop Client menu bar to access common CSM operations.
The CSM Desktop Client menu bar is located at the top of the main window.
The Actions menu option is displayed only if it is configured in CSM Administrator.
|New||Creates a new record (example: Incident).|
|Save||Saves the active record.|
|Abandon||Abandons changes to the active record.|
|Delete||Deletes the active record.|
|Prints the active pane.|
|Print Grid||Prints the active grid.|
Exports the active grid to the following formats:
|Send E-mail||Creates an email to send.|
|E-mail Current Customer||Creates an email to send to the active customer.|
|New Window||Launches a new CSM window.|
|Logout||Logs you out of the CSM Desktop Client.|
|Close||Closes the CSM Desktop Client.|
|Undo||Cancels the last operation.|
|Redo||Repeats the last operation.|
|Cut||Moves the selected item to the clipboard, where you can paste the item into a new location.|
|Copy||Copies the selected item to the clipboard, where you can paste the item to a new location.|
|Paste||Inserts an item from the clipboard.|
|Show Legal Values||Displays a list of legal values (for Lookup fields only).|
|Refresh||Refreshes the active record.|
|Zoom||Zoom the field into a larger window.|
|Unlock||Releases the lock (unlocks) the active record.|
|User Locks||Opens the Record Locking Manager, where you can view and release any/all locked records.|
Displays/hides the Task pane.
For more information, see CSM Desktop Client Task Pane.
Displays/hides the Knowledge pane.
For more information, see CSM Desktop Client Knowledge Pane.
|Navigation (window)||Displays the default dashboard and navigates back/forward through the session history.|
|Record (Navigation)||Navigates through the current record set.|
|Search Manager||Opens the Search Manager, where you can run and manage saved searches.|
|Quick Search Builder||Opens the Quick Search window, where you can build a quick search.|
|Edit Current Search||Opens the Edit Search window, where you can change the parameters of the active search.|
|Save Current Search As||Saves the active search as a saved search that you can use again later.|
Lists the MRU (Most Recently Used) items.
For more information, see Configure User General Settings.
|Install PowerBI Data Connector||
Installs the Power BI Data Connector to use with third-party reporting tools.
For more information, see Using Search Data with Third-Party Reporting Tools.
If a Business Object has been previously applied to your system as part of a Protected mApp™ Solution:
- You see a shield icon next to each content-protected search.
- You can't edit or delete a content-protected search.
- See Protected mApp Solutions.
One-Step™ Action Menu
|One-Step Action Manager||Opens the One-Step Manager, where you can run and manage One-Step Actions.|
|One-Step Action Blocks||Opens the Action Block Manager.|
|MRU list||Lists the most recently used (MRU) One-Step Actions.|
|Contact Manager||Opens the Contact Manager, where you can view and manage customer records.|
|Current Info||Displays the current customer's information.|
Displays the current customer's configuration Items.
For more information, see About the Configuration Management Database (CMDB).
|Dashboard Manager||Opens the Dashboard Manager, where you can view and manage dashboards.|
|Edit <current Dashboard>||
Opens the Dashboard Editor, where you can edit the current dashboard.
For more information, see Dashboard Editor.
|Set <current Dashboard> as default||Changes the current dashboard to be the user default.|
|Focus on Dashboard||Sets focus on the current dashboard view.|
|Widget Manager||Opens the Widget Manager, where you can manage widgets.|
|Metric Manager||Opens the Metric Manager, where you can manage metrics.|
|Color Palette Manager||Opens the Color Palette Manager, where you can manage color palettes.|
Opens the Heads-Up Display (HUD) in a new window.
For more information, see Heads-Up Display (HUD).
|MRU list||Lists the most recently used (MRU) Dashboards.|
Opens the CMDB Interface, where you can manage Configuration Items (CIs).
For more information, see CMDB Interface.
|Queues||Opens the Queue Manager, where you can manage queues.|
Opens the Knowledge Pane, where you can search configured knowledge sources.
For more information, see CSM Desktop Client Knowledge Pane.
|Reports||Opens the Report Manager, where you can run and manage reports.|
|Calendars||Displays the default (Main) calendar. Also displays an option to open the Calendar Manager, where you can view and manage calendars.|
|Visualizations||Displays the default Visualization. Also displays an option to open the Visualization Manager, where you can view and manage visualizations.|
|Attachments||Opens the Attachment Manager, where you can view and manage attachments.|
|Current Record Automation Processes||
Displays Automation Processes for the current record.
For more information, see View Automation Processes for a Single Record.
Opens the Table Management interface, where you can manage Lookup Table values.
For more information, see Table Management Interface.
Opens the Options window, where you can configure personal settings (example: general, display, task pane/search control, dashboard/HUD/calendar, user information, and email).
For more information, see Configure User Settings.
|Network Health Check||
Runs the Network Health Check, which tests to validate network speed and connectivity.
For more information, see Network Health Check.
If configured, an additional Actions menu is available when a record is displayed in the Main Pane (example: The Incident Actions menu item displays when an Incident is active). The actions are defined as part of the Business Object definition in CSM Administrator.
|Quick Templates||Displays a list of available quick templates (example: Reset Password).|
Culture Quick Swap (CTRL+W)
Switch between the preferred culture and the last selected culture.
Preferred Culture (CTRL+D)
Switch to the preferred culture.
Previous Culture (CTRL+L)
Switch to the last culture you selected.
|Contents||Opens the online help.|
|Reload Definitions||Reloads all definitions.|
|Current Field Information||Displays properties for the active field (example: Name, type, description, search properties, required or not, validation, and field ID).|
|Report Error||Opens the Report Error window so you can report an error to Cherwell.|
|System Analyzer||Opens the System Analyzer, where you can track behind-the-scenes operations in a live environment directly from the CSM Desktop Client.|
|About||Displays information about CSM (version, copyright, licensing details, and contact information).|