Available One-Step Editor Actions

Multiple Actions are available in the Actions pane of the One-Step Editor. These Actions can be added to the Designer Board in countless combinations to create simple or complex One-Step Actions.

Actions are categorized as follows:

Common Actions: Actions that are commonly used in One-Step Actions.
Business Object Actions: Actions that create new Business Objects or require access to Business Object data.
Advanced Actions: Actions that involve user knowledge of advanced concepts and/or more complex configuration.

Common Actions

One-Step Action	Description	Business Object Required	Trusted Agent Support
Launch a URL	Launches a specified URL.	Not required	No
Print	Creates a document that is automatically sent to the printer. This Action requires a connection to a printer.	Not required	Yes
Run a Program	Launches a program that can be run from a Windows command line.	Not required	Yes
Run a Report	Runs a Report created using the Cherwell Report Writer™.	Not required	Yes
Send a Tweet	Posts a Tweet to a Twitter Account. This Action requires a Twitter Account.	Not required	No
Send an E-mail	Automatically sends an e-mail to specified recipients This Action requires a CSM E-mail Account.	Not required	No
Show a Pop-Up	Shows a message to Users, usually asking whether they want to continue, requesting additional information, or prompting them to select from a list of options.	Not required	No
Write to a File	Creates, overwrites, or appends contents to a file.	Not required	Yes

Business Object Actions

Several Actions that access Business Object data (example: Update a Business Object) are executed against whichever Business Object is active, either a Business Object association or a Business Object from a preceding Action (Create a New Business Object or Go to a Record). For example, if a One-Step Action that updates a Business Object is associated with an Incident, then Incident is the active object (the Update a Business Object Action runs against Incident). If a Create a New Business Object Action is added to create a Problem record (preceding the Update a Business Object Action), then the Problem Business Object becomes the active object (the Update a Business Object Action runs against Problem).

Several Actions that access Business Object data (example: Link/Unlink Business Objects) allow you to select which Business Object to execute against (if more than one Business Object is available within a One-Step Action).

One-Step Action	Description	Business Object Required	Trusted Agent Support
Create a New Business Object	Creates a Business Object and optionally sets values for Fields within the Business Object.	Not required	No
Create a New Child Business Object	Creates a child record that belongs to the active Business Object.	Required	No
Delete a Business Object	Deletes a Business Object, either the active Business Object or a related Business Object.	Required	No
Go to a Record	Navigates to a specified record based on type and record ID or a Relationship.	Not required (unless going to a record in a Relationship)	No
Link/Unlink Business Objects	Links/unlinks records to/from a Relationship.	Required*	No
Step Through Children	Runs the same Actions on each child record of a Business Object.	Required	No
Transfer Attachments	Transfers Attachments to a file system or Business Object from another file system or Business Object.	Required*	Yes
Transfer Related Business Objects	Transfers related records from one Business Object to another.	Required*	No
Transition a Business Object	Performs transitions from one lifecycle status to another for multiple Business Object records. Also migrates records from legacy lifecycle to the Business Object Lifecycle Editor.	Required*	No
Update a Business Object	Updates the value of Fields in the active Business Object.	Required	No
Work with a Queue	Performs Queue operations against the active record.	Required	No

*Select the Business Object for this Action (if more than one Business Object is available within a One-Step Action).

Advanced Actions

One-Step Action	Description	Business Object Required	Trusted Agent Support
Call a Web Service	Dynamically calls a web service, and then saves the results as a variable.	Not required	Yes
Decide Between Multiple Cases	Branches the One-Step into multiple paths that are executed based on defined conditions.	Not required	No
Excel Merge	Creates an Excel file using data from CSM. Requires creating an Excel template.	Not required	Yes
Execute a Command	Executes commands, runs reports or Search Groups, or opens Calendars, Dashboards, or Visualizations.	Not required	No
Go to a Field	Navigates to a particular Field or tab in the active record.	Required	No
Go To Action	Navigates to another One-Step Action, or ends One-Step Action execution.	Not required	No
HTTP Request	Passes information to and from a web service, and then saves the results as a variable.	Not required	No
Import Data Action	Runs a Stored Import (.csv import). Can import User data or stored data.	Not required	No
Run Another One-Step Action	Runs another One-Step Action.	Not required	No
Step Through Collection	Steps through each item or object in a collection or array of XML or JSON data.	Not required	No
Update a Variable or Stored Value	Updates a variable value or Stored Value using a predefined value, or the value of a User-specific variable that you create.	Not required	No