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.