Run a One-Step™ Action

Run a One-Step™ Actionfrom a variety of places within CSM, including:

• CSM Desktop Client toolbars (either Create a User Toolbar or Configure Custom Global Toolbars).
• CSM Desktop Client Task Pane (either Configure User Task Pane and Search Control Settings or Configure Global Task Pane and Search Control Settings).
• Define Business Object Actions (as record-specific One-Step Actions on the toolbar, menu bar, context menu, Task Pane, a button, or a link). One-Step Actions can also be Automatic Actions that are executed when a Business Object is saved.
• One-Step Actions in the Browser Client (from the menu bar; as buttons, links, and Widgets on Dashboards; as buttons and links on Business Object records, or as record-specific Actions in a context menu).
• About Customer Portals (on a Define Menu Bar Properties for a Portal Site, a About Portal Dashboards, or About HTML Pages).
• About Dashboards (as buttons, links, and About Widgets).
• Automation Processes (One-Step Actions that run automatically based on specified rules).
• Define Available Actions for Business Objects Linked to Emails (record-specific One-Step Actions that run from Microsoft Outlook).
• Define Monitor Item Action Options (One-Step Actions for processing monitored e-mails).
• Define Approval Block Action Properties (One-Step Actions that run when an Approval is approved, denied, or expired).
• Create a Scheduled Item (One-Step Actions that run on a scheduled basis).