Define Toolbar Actions for a Business Object

Use the Toolbar page in the Business Object Actions window (accessed from the Object Manager within the Blueprint Editor) to create a special Actions toolbar for a Business Object. Users can display the Actions toolbar as part of the CSM Desktop Client toolbar and select Actions on it when working with records for a particular Business Object.

To create an Actions toolbar:

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

      If 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. Click the Toolbar page.
  3. Add Actions to the Actions toolbar:
    1. Click the Add Action button.

      Click the Delete button Delete Button to remove a selected Action from the list. Use the Up/Down arrows to change the order of the selected Actions.

    2. Select Actions to add to the toolbar:
      • Add One-Step Action Action: Opens the One-Step Action Manager, where you can select an existing One-Step Action or create a new one.
      • Add Command Action: Opens the Command Manager, where you can select a command.
      • Add Dashboard Action: Opens the Dashboard Manager, where you can select an existing Dashboard or create a new one.
      • Add Report Action: Opens the Report Manager, where you can select an existing Report or create a new one.
      • Add Calendar Action: Opens the Calendar Manager, where you can select an existing Calendar or create a new one.
      • Add Search Action: Opens the Search Manager, where you can select an existing Saved Search or create a new one.
      • Add Visualization Action: Opens the Visualization Manager, where you can select an existing Visualization or create a new one.
      • Add Action Catalog Action: Opens the Widget Manager, where you can select an existing Action Catalog Widget or create a new one.
      • Add Folder: Adds a folder so that you can organize Actions into subcategories.
  4. Define general properties for each new Action:
    • Action: Displays the name of the Action as it is recognized by CSM (ex: Name of a Dashboard).

      Click the Ellipses button to open the Action Manager and select a different Action.

    • Display text: Provide text to display on the Action.
    • Image button:

      Select the image to open the Image Manager, and then select an existing image or import a new image to represent the item in the UI.

    • Help text: Provide a tooltip to display when the cursor is on the Action.
  5. Optional: Define Expressions for conditionally displaying and enabling the Action:
    • Visible: Select this check box to show/hide the Action based on an Expression. Then, select or define an Expression, using either:
      • Stored Expression: Click the Ellipses button to open the Expression Manager, and then select an existing stored Expression or create a new stored Expression. Stored Expressions can be reused in numerous places in CSM.
      • Custom Expression: Click the Custom Expression button Expression Button to open the Custom Expression Builder, and then create a custom Expression specifically for this scenario.
    • Enabled: Select this check box to enable/disable the Action based on an Expression. Then, select or define an Expression, using either:
      • Stored Expression: Click the Ellipses button to open the Expression Manager, and then select an existing stored Expression or create a new stored Expression. Stored Expressions can be reused in numerous places in CSM.
      • Custom Expression: Click the Custom Expression button Expression Button to open the Custom Expression Builder, and then create a custom Expression specifically for this scenario.
  6. Define additional options for the Action:
    • Begin Group: Select this check box to display a vertical line or space (depending on the User's selected style) before the toolbar item, separating it from other Actions on the toolbar.
    • Show Text on Button: Select this check box to show the display text on the button along with the image. Clear this check box to only show the image.

  7. Select OK.

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