Define a Create a New Business Object Action
Use the Create a New Business Object Action to create any Business Object that is allowed in One-Step™ Actions.
For example, use a One-Step Action to automatically create a Problem using values from the active Incident record.
To define a Create a New Business Object Action for a One-Step Action:
- Open the One-Step Editor.
- Add a Create a New Business Object Action to the Designer Board.
- Click the General page.
- Define general properties for the Create a New Business Object Action:
Option Description Name Provide a display name for the Action (this is how the Action is identified within the One-Step Action). Business Object Select a single type of Major Business Object to create. If you selected a Business Object association when the One-Step Action was created, it is selected by default. Select a different one if needed. To display all Business Objects, select the Show All check box.
Open New Record After Action
Makes the Business Object from the Action the active record after the Action is executed. This allows Users to immediately view and edit the record. If this check box is not selected, the record does not appear on the screen.
Link to Parent Links the new Business Object to another Business Object using an existing Relationship. Select a Relationship that links the two Business Objects. The Link to Parent option is only available if the Business Object being created has an existing Relationship with another Business Object that is available within the One-Step Action (from a Business Object association, another Create a New Business Object Action or a Go to a Record Action). Save Business Object after Action
Select the check box to automatically save updates to the Business Object after the Action executes.
If the check box is cleared, updates to the Business Object are not automatically saved.
Users are prompted to save their changes if they navigate from the Business Object, however. This includes changes made by the Action and any changes made by Users before they ran the One-Step. The One-Step Action continues to run whether or not they choose to save their changes. In the Browser Client and Portal, this occurs after the last Action is executed for the One-Step Action.
If the One-Step Action is run from the Scheduling Server or an Automation Process, there is no Prompt to save changes and they may be lost.
- Click the Fields page.
- Define options for selected Business Object Fields:
- Filter the Fields tree:
Option Description Search Control Quickly locate a Field whose Name and Description contain a specific word or phrase (example: OwnedBy). Only Show Set Fields Shows only those Fields that have values set. This is useful when going back to edit the Action to quickly see which Field values are set by the Action. Ignore Folders Ignores the organizational folders and displays all Fields at the root of the list. Show Field Values Opens a window that shows the Fields and values from the currently open record. Click a Field, and then click the Select button (selecting a Field in the window also selects it in the Fields tree). The Show Field Values button is only available if a currently open record is the same as the Business Object the Action is defined to execute against (example: An Incident record is currently open, and the Action is defined to execute against an Incident).
- Select a Field in the Fields tree, and then select one of the following options:
Option Description Don't Set Field (Default) The Action does not have a set value. However, if the Field has a default or auto-populated value, that value is used. Clear Value The Action clears any default or auto-populated value that gets assigned to the Field when the Business Object is updated. Set Value The Action sets a specific value. Provide text, or click the Selector button to insert a Token (Field, System Function, Prompt, Expression, Stored Value, Metric, Counter, etc.). The available Fields in the Token Selector reflect the current Business Object (the Business Object being updated or created by the Action).
If the Field is validated, the Legal Values button is available to allow selection of a valid value.
Template The Action creates a custom defined value. Provide text. Click the Selector button or right-click in the Template field to insert Tokens (example: Fields, System Functions, Prompts, Expressions, Stored Values, Metrics, and Counters) directly into the text. The available Fields in the Token Selector reflect the One-Step Business Object context (from the One-Step association or from a preceding Create a Business Object Action or Go To a Record Action).
The option to Show Field Values is available in the Tokens menu if a currently open record is the same as the Business Object the Action is defined to execute against (example: An Incident record is currently open, and the Action is defined to execute against an Incident). Select this option to open a window that shows the Fields and values contained in the currently open record. Click a Field, and then click the Select button to insert the Field as a Token.
Append to Current Value The Action appends a Set Value or Template Value to any default value defined for the Field. To avoid duplication of data, this option is disabled if the Field selected in the Fields tree is also inserted as a Token in the Template field.
- Filter the Fields tree:
- Define the Annotations for a One-Step Action.
- Click Save.