Add an Action to a Customer Portal

Portal Actions are customizable Actions that can be added to/executed from the Portal Menu Bar, a Dashboard, or an HTML page. For example, you can:

• Display create commands for the Business Objects used on the Portal Site (example: Create Incident).
• Display common Searches (example: Search My Open Incidents).
• Display a Home button on the Portal menu bar to take Customers back to the Startup Item.
• Display/run a CSM Item (example: Action Catalog, Report, and Document Repository).
• Launch a CSM Item Manager so that a Customer can select a CSM Item to display/run.
• Run a One-Step™ Action to run one or more other Actions.
• Display an MRU (Most Recently Used) list.
• Display a Business Object drop-down.