Add Actions to CSM Areas
You can add an Action to the following major CSM areas:
- CSM Desktop Client toolbars.
- CSM Desktop ClientTask Pane.
- One-Step Actions.
- Automation Processes.
- Business Objects (as record-specific Actions on the toolbar, menu bar, context menu, and Task Pane). Automatic Actions can also be executed when a Business Object is saved.
- Portal (menu bar, Dashboard Widget, or HTML Page).
- Cherwell Outlook Add-In (as record-specific Actions you can run from Microsoft Outlook).
- E-mail and Event Monitor (as Actions for processing monitored e-mails).
- Approvals (as Actions that are run when an Approval is approved, denied, or expired).
- Scheduled Items (as Actions that are run on a scheduled basis).