Add an Action to a CSM Desktop Client Toolbar

You can add Actions to:

  • User toolbars: Personal CSM Desktop Client toolbars Users create to initiate Actions that are important to them.
  • Global/Role toolbars: Toolbars a system administrator creates for all Users or for Users in particular Roles.

For example:

  • Run a One-Step Action (example: Open the Cherwell Support site).
  • Display/run a CSM Item (example: Dashboard, Calendar, Visualization, etc.).
  • Execute a command (example: Open the Search Manager).