Change One-Step Actions
CSM provides multiple One-Step Actions associated with Change Requests.
|One-Step™ Actions||Description/Actions||Executed From|
|Alt Step from Relationship||Conditionally changes the Change status to next logical status (defined by the Change status values in Table Management) and/or initiate the next appropriate One-Step Action.||Change Form: <Status> link|
|Alt 2 Step from Relationship|
|Next Step from Relationship|
|Button Next Step||Conditionally changes the embedded form to the next logical form (based on Embedded Form) and/or initiates the next appropriate One-Step Action.||Change Form: Form buttons|
|Assign to Anyone||Prompts the user to assign the record to any CSM user (not limited by Team). Uses Owned By ID and Owned By Team fields.||Change Form: Assign To link|
|Assign Change to Owner||
Launches the Choose Team window, where a user can choose an Owned By Team for the record; then, launches the Choose User window, where a user can choose a Primary User from the already-selected Team.
|Change Form: Select Owner link|
|Assign Change to Team||
Launches the Choose Team window, where a user can choose an Owned By Team for the record.
|Change Form: Select Team link|
|Take Ownership of Change||
Makes the Current User the Primary User of the record.
|Change Form: Take Ownership link|
|Create Change Review||Creates a new Review Questionnaire (Supporting Object) and creates an email containing a link to the review and record details (Description, Scheduled End Date, Actual End Date).||
Change Form: E-Mail Change Review link
Change Request Actions toolbar item; Create Change Review option
|Create New Task||Creates a new Task in the Change's Form Arrangement.||Change Form: Create New Task link|
|Nominate for Standard Change||Creates a new Normal Change Record.||Change Form: Nominate for Standard Change link|
|Rework Change Request||Changes the Change status to New so users can edit fields and then resubmit the Change for CAB Approval.||Change Form: Rework Change link|
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.