Create/Edit a One-Step Action

Use the One-Step Action Manager and One-Step Editor (accessed from the One-Step Action Manager) to create a One-Step Action.

Video Resources

• Subscription-based Video Learning Library: Designing One-Steps and Automation Processes
• Subscription-based Video Learning Library: Creating a One-Step for an Incident

In the CSM Browser Client and CSM Portal, you can run One-Step™ Actions, but you cannot create, edit, or delete them.

Create a One-Step Action

To create a One-Step Action:

1. Open the One-Step Action Manager. For more information, see Open the One-Step Action Manager.
2. Select a scope and subfolder (if needed).

3. Select a Business Object association, if applicable.

   One-Step Actions do not need to be associated with a Business Object. Select (None) from the Association drop-down list for general One-Step Actions that do not need to access any Business Object data (example: One-Step Actions that create completely new Business Objects or launch URLs).
4. Select the Create New button.
5. Provide a name and description.

6. Select OK.

7. Define general properties and conditions.
8. Define the annotation and action properties.
9. Define pre-/post-steps.

10. Select OK.

Edit a One-Step Action

To edit a One-Step Action:

1. Open a One-Step Action in the One-Step Editor. For more information, see Open the One-Step Editor.
2. Make changes and then select the Start Graphic on the Designer Board to edit One-Step Action general properties and conditions.

3. Select OK.