Service Cart One-Step Actions
CSM provides several OOTB Service Cart One-Step Actions, including:
One-Step Action |
Description/Actions |
Associations |
Executed From |
---|---|---|---|
Blueprint | |||
Create Incidents |
Create Incidents from Service Cart Items. Once a Customer submits the Service Order, CSM creates Incidents/Service Requests based on the information provided in the Service Order, and then runs the In Progress One-Step Action to change the Service Cart status to In Progress. |
Service Cart | One-Step Action Manager, Submit button on the Portal My Service Cart Dashboard. |
Go to Cart | From the Summary form, the One-Step Action takes the Customer to the Service Cart. | Service Cart | One-Step Action Manager, submission of the Service Order to the Service Cart |
Set Estimated Total Cost | Sets the Total Cost field in the Service Cart based on the sum of all costs in the Service Order. | Service Cart | One-Step Action Manager, submission of the Service Order to the Service Cart |
Blueprint - Email Messages | |||
E-mail Reminder | Sends the Customer a reminder about Service Carts that have not been submitted or committed for a technician (ex: The Cart has been abandoned). | Service Cart | One-Step Action Manager, when the Service Cart exceeds the Service Cart Expiration date (three days after the Service Cart has been created) |
Order Canceled | Sends the Customer a notification that the Service Order has been canceled or the Service Cart has been abandoned. | Service Cart | One-Step Action Manager, when the Service Order has been canceled. |
Order Confirmation | Sends the Customer a notification with the Service Order details, including Cart Item IDs, Total Cost, and Cart Item Costs. | Service Cart | One-Step Action Manager, when the Service Order has been submitted. |
Blueprint - Status Actions | |||
Abandoned | Sets the status of the Service Cart to Abandoned if the Cart remains in a New status for more than twice the number of days specified in the Abandoned Cart Reminder Stored Value. | Service Cart | One-Step Action Manager, when the Service Cart exceeds twice the number of days specified in the Abandoned Cart Reminder Stored Value. |
Canceled | Sets the status of the Service Cart to Canceled if all Service Cart Items are canceled. | Service Cart | One-Step Action Manager, when all items in a Service Cart are canceled. |
Complete | Sets the status of the Service Cart to Complete when all items in the Service Cart have been completed. | Service Cart | One-Step Action Manager, when all items in a Service Cart are complete. |
In Progress | Sets the status of the Service Cart to In Progress when the items in the Cart have been submitted and Service Requests have been created in CSM for each Cart item. | Service Cart | One-Step Action Manager, when all items in the Service Cart have Service Requests. |
New | Sets the status of the Service Cart to New when the Service Cart has been created. | Service Cart | One-Step Action Manager, when the Service Cart is first created. |
Submitted | Sets the status of the Service Cart to Submitted when items in the Service Cart have been submitted as a Service Order | Service Cart | One-Step Action Manager, when the items in the Service Cart have been submitted as a Service Order. |
Global | |||
Send E-mail to Customer | Sends an e-mail to the Customer who submitted the Service Cart Order. | Service Cart | One-Step Action Manager |
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.