Agreement One-Step Actions

CSMprovides the following Agreement One-Step Actions:

One-Step Actions

Description/Actions

Associations

Executed From

Status      
Alt 1 Step from Relationship Conditionally change the Agreement Status to next logical Status (defined by the Agreement Status values in Table Management) and/or initiate the next appropriate One-Step. Agreement Agreement Form: Next: <Status>
Alt 2 Step from Relationship
Next Step from Relationship
Ownership      
Take Ownership Makes the Current User the Primary User of the record. OLA or UC Agreement Form: Assign to Me Action
Supplier      
E-Mail Supplier E-Mails Supplier associated with the Agreement. OLA or UC Agreement Form: Supplier e-mail address
Dial Supplier Phone Calls Supplier associated with the Agreement. OLA or UC Not included on OOTB Agreement Form
Other      
Update Costs when OLA Costs Change Updates record to reflect changes made to the Associated Cost field.

Updates costs on associated Work Units and Service Catalog Templates.

OLA Agreement Form: One-Step Action runs automatically when OLA is saved.
Update Costs when UC Costs Change Updates record to reflect changes made to the Associated Cost field.

Updates costs on associated Work Units and Service Catalog Templates.

UC Agreement Form: One-Step Action runs automatically when UC is saved.
Update Costs when Agreement Costs Change Updates record to reflect changes made to the Associated Cost field.

Updates costs on associated Work Units and Service Catalog Templates.

Agreement Agreement Form: One-Step Action runs automatically when Agreement is saved.

A full list of One-Step™ Actions is beyond the scope of this document. Export a schema document from CSM Administrator (Create a Blueprint > Tools > Export Schema) to view a full list of One-Step Actions associated with a particular type of Business Object.