Service Manager powered by HEAT

Example: Using the Search and Link Quick Action

You can use the Search and Link quick action to perform an action on a child business object of another child business object that is associated to a business object. For example, you might want to search for all configuration items associated to a change that is associated to a release in order to directly link all the configuration items from the change to the release.

See Service Manager powered by HEAT.

1.From the Configuration Console, click Build > Automation Tools > Quick Actions to open the Actions Manager workspace. The list of business objects that have quick actions appears.

2.Click Add/Edit for the Release business object. The Quick Actions Center appears.

3.Click the Create New Actions tab.

4.Click Search and Link.

5.Enter information into the fields.

Field	Description
Enter action name	A name for this quick action.
Enter action description	An optional description.
Enter category	The category. Select from the drop-down list.
Relationship	The relationship. Select ReleaseProjectAssocCI.
Find CI where	Specifies where to find the configuration item. Select CI from the first drop-down menu, then enter RecId. Then select Equal to and enter $(RecId). The query should be as follows:
Publish to	The roles that need access to this quick action.
Auto-save: Automatically save changes when action is run in UI form context	Saves the quick action automatically. Check this option.

6.Click Save.