Problem One-Step Actions
CSM provides numerous OOTB Problem One-Step Actions. Notable Problem One-Step Actions include:
One-Step Action |
Description/Actions | Associations | Executed From |
---|---|---|---|
Status | |||
Next Step from Relationship |
Conditionally change the Problem status to next logical status (defined by the Problem status values in Table Management) and/or initiate the next appropriate One-Step Action:
|
Problem | Problem Form, Next: <Status> |
View More Status Options | Allows the User to set any status. | Problem | Problem Form, Next: <Status> |
Conditional Status | |||
Start Work in Progress | Changes the Problem status to Work in Progress. If an owner is not assigned, assigns the Problem to the current User and the Team the User belongs to. | Problem | Problem Form, Status: Begin Work link |
Set as Resolved | Changes the Problem status to Resolved. | Problem | Problem Form, Status: Set as Resolved link |
Set to Pending Change | Changes the Problem status to Pending Change. | Problem | Problem Form, Actions: Set as Pending Change link |
Set as Closed | Changes the Problem status to Closed. | Problem | Problem Form, Status: Close link |
Assign to Team |
Launches the Choose Team window, where a User can choose an Owned By Team for the record. Changes Problem status from New to Assigned. |
Problem | Problem Form, Owned By: Select Team link |
Assign to Individual |
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. Changes Problem status from New to Assigned. |
Problem | Problem Form, Owned By: Select Owner link |
Form | |||
Take Ownership |
Makes the Current User the Primary User of the record. Changes status from New to Assigned. |
Problem | Problem Form, Actions: Assign to Me link |
Publish/Remove Known Error to/from Portal | If the known error is not yet visible in the Top Issues section of the Portal, uses the Publish Known Error in Portal One-Step Action Action to display the known error. If the known error is visible in the Top Issues section of the Portal, uses the Remove Known Error from Portal One-Step Action Action to remove the known error. | Problem | Problem Form, Actions: Publish Known Error to Customer Portal link |
Resolve Incidents | Makes the current User the owner, and then changes the Problem status to Resolved. When the status changes to Resolved, e-mails Customers of attached Incidents to notify them of the resolution. | Problem | Problem Form, Actions: Resolve Linked Incidents 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.