Actions Menu

Use the Actions menu (accessible by clicking the Add Action button) to quickly add Actions to areas such as CSM Desktop Client toolbars, Business Objects, or a Customer Portal.

Depending on where you are accessing the menu, a combination of different types of Actions are available from the Actions menu:

  • Action Catalog: Displays an Action Catalog (Widget).
  • Calendar: Displays a Calendar.
  • Command: Executes a command.
  • Dashboard: Displays a Dashboard.
  • Doc Repository: Displays a Document Repository.
  • One-Step™ Action: Runs a One-Step™ Action.
  • Page: Displays an HTML page.
  • Report: Runs a Report.
  • Search: Runs a Saved Search.
  • Visualization: Displays a Visualization.

When you select an Action, the appropriate CSM Item Manager opens. From the Command Manager, select a specific CSM item to display/run (or specific command to execute for a Command Action). The items available for you to select might differ depending on where you are adding the Action (example: Edit commands are available for CSM Desktop Client toolbars but not for a Customer Portal).

Some CSM Item Managers support adding a CSM Item to your personal Task Pane or a custom toolbar directly from the CSM Item Manager (example: In the Dashboard Manager, add a Dashboard to your toolbar). For more information, see CSM Item Managers and adding CSM items to the Task Pane or toolbar.