Service One-Step Actions

CSM provides the following OOTB Service One-Step Actions.

One-Step Action Description/Actions Association Executed From
Next Step from Relationship

Conditionally changes the record status to next logical status (defined by the status values in Table Management).

Service

Service Form: Status: <Next Status>

Status Info Displays a description of the Service. Service  
Update Service Status Prompts you to manually select any status. Service Service Form: Status: <Current Status>
Form Actions      
Ownership Assign ownership.    
Assign to ANY Individual Prompts the User to assign the record to any CSM User (not limited by Team). Uses Owned By ID and Owned By Team fields. Service  
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.

Service  
Assign to Team

Launches the Choose Team window, where a user can choose an Owned By Team for the record.

Service  
Take Ownership

Makes the Current User the Primary User of the record.

Service Service Form: Assign to Me under Actions
Other      
Date/Time Information Displays details for all the date/timestamps to give a historical view. Service  

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.