Create a Stored Value

Use the Stored Value window (accessed from within the Stored Value Manager) to create stored values.

When you create a stored value, you define:

  • General properties: Name and description.
  • Type: Text, Number, Date/Time, Logical, or Color.
  • Value: Default value for the stored value.
  • Value is user-specific: Options for making the value user-specific.
  • Value is protected (excluded from export and mApps): Control whether the value will be exported or used in mApp® Solutions.
  • Advanced options: Availability (scope), association (more filtered scope, if applicable), and image.

To create a stored value:

  1. Open the Stored Value Manager.
  2. Select a scope and subfolder (if needed).
  3. Select Create New Create New Button.
  4. Define general properties:
    1. Name:

      Provide a display name to use within CSM (search this property in CSM Item Managers).

    2. Description:

      Provide a description to use within CSM (search this property in CSM Item Managers).

  5. Define the Stored Value type and value:
    1. Type: In the drop-down list, select the type of stored value (example: Text, Number, Date/Time, Logical, or Color).
    2. Value: Define the value for the stored value based on the type selected:
      • Text: Provide a word or phrase to use as the value.
      • Number: Specify a number or use the up/down arrows to increase or decrease the value by whole numbers.
      • Date/Time: Select a date (MM/DD/YYYY) and time (HH:MM:SS) by selecting the Date button Date Button With Arrow. Then, select the time (hours, minutes, or seconds) and use the up/down arrows to increase or decrease the time.

        Users can also provide numbers to the date/time fields. Select the month, day, or year in the date field, or the hours, minutes, or seconds in the Time field and type a number.

      • Logical: In the drop-down list, select True or False.
      • Color: Select Color Selector Color Picker Button to select a color.
  6. (Optional) Define whether to make the value user-specific. This means that each user who uses this stored value can have a "version" of the stored value, and update the value to something that is unique to them (using the Update a Variable or Stored Value Action in a One-Step™ Action) rather than using the default value.
    • Value is user-specific: Select this option to make the value user-specific.

      If you select this option without also checking Remember the user specific value between sessions (below), then any user-specific values are only available for use during a user's current CSM session. The stored value returns to its default value after users log out or close their sessions.

      • Remember the user specific value between sessions: Select this check box to store any user-specific values so they are available next time users log into CSM.
  7. (Optional) Select Value is protected (excluded from export and mApps) if you don't want the value to be included with a database export or added into a mApp Solution.
  8. Define additional options:
    1. Select Options.
    2. Availability: In the drop-down list, select a scope.

      If you already selected a scope at the beginning, this is auto-filled with your selection.

    3. Association:

      If applicable, select a more filtered scope (example: A particular team). <Automatic> applies scope based on login. If not applicable, this option is disabled.

    4. Custom Image:

      Select the image to open the Image Manager, and then select an existing image or import a new image to represent the item in the UI.

    5. Select OK.

  9. Select Save.