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.