Define Business Object Actions

Use the Business Object Actions window (accessed from the Object Manager within the Blueprint Editor) to define Actions/One-Step Actions that can be launched from various areas within a Business Object, including:

  • Menu Actions: Actions available from an Actions menu on the menu bar for a Business Object.
  • Task Pane Actions: Actions available in the Task Pane for a Business Object.
  • Action Toolbar: Actions available on a Business Object's toolbar.
  • Context Menu Actions: Actions available in an Actions context menu when a User right-clicks a Business Object in a Grid or search results list.
  • Print Options:One-Step Actions or Reports available from the File>Print menu in a Business Object.
  • Automatic Actions: Actions that are automatically performed when a Business Object is created or saved, or when it changes status.

Good to know:

  • To define Actions/One-Step Actions for a Business Object, you must select the Show in One-Step Actions check box on the General page of the Business Object Properties window.
  • Automatic Actions can be defined for Supporting Objects, but they are only executed if the object is used stand-alone. For example, if an Approval has a save Action and is edited as part of a Change Request, the Action will not be executed. However, if the Approval is edited stand-alone, the Action will be executed.
  • Business Objects and their associated Fields, Relationships, Forms, Grids, and Form Arrangements are created, edited, and deleted within a Blueprint. To commit changes to your system, you must publish the Blueprint.

To define Business Object Actions:

  1. Open the Business Object Actions window for a Business Object:
    1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

      If you are working on a saved Blueprint, open the existing Blueprint.

      The Blueprint Editor opens, showing the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.

    2. In the Object Manager, click a Business Object in the Object tree, and then click the Edit Actions task in the Structure area.
  2. Define menu Actions.
  3. Define Task Pane Actions.
  4. Define toolbar Actions.
  5. Define context menu Actions.
  6. Define print options.
  7. Define automatic Actions.

  8. Select OK.

  9. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.

    Before publishing a Blueprint that contains Business Objects, ensure that each Business Object has at least one Form and one Grid defined and that all of the appropriate Fields have been created.