Open the Action Manager

There are several ways to open the Action Manager:

• From CSM Administrator:
  • In the Task Pane Section window (when configuring Global/Role Task Pane settings), click Add.
  • In the Menu page of the Site Editor (when defining menu bar properties for a Portal Site), click the Ellipses button next to the Action field to select a different Action or clear the selected Action.
  • In the Business Object Actions window (when defining Actions for a Business Object), click the Ellipses button next to the Action field to select a different Action or clear the selected Action.
  • In the Choose Action window (when defining Control properties for a Link Label Control or Button Control on a Form), click the Ellipses button .
  • In the Outlook Integration - Condition and Action window (when defining available Actions for an Outlook Integration configuration), click the Ellipses button to select a different Action or clear the selected Action.
• From the CSM Desktop Client:
  • In the Task Pane Section window (when defining User Task Pane settings), click Add.
  • From a Dashboard Widget button or link: Right-click Widget Properties.