Service Cart One-Steps

CSM provides several OOTB Service Cart One-Steps, including:

One-Step Description/Actions Associations Executed From
Blueprint
Create Incidents

Create Incidents from Service Cart Items.

Once a Customer submits the Service Order, CSM creates Incidents/Service Requests based on the information provided in the Service Order, and then runs the In Progress One-Step to change the Service Cart status to In Progress.

Service Cart One-Step Manager, Submit button on the Portal My Service Cart Dashboard.
Go to Cart From the Summary form, the One-Step takes the Customer to the Service Cart. Service Cart One-Step Manager, submission of the Service Order to the Service Cart
Set Estimated Total Cost Sets the Total Cost field in the Service Cart based on the sum of all costs in the Service Order. Service Cart One-Step Manager, submission of the Service Order to the Service Cart
Blueprint - Email Messages
E-mail Reminder Sends the Customer a reminder about Service Carts that have not been submitted or committed for a technician (ex: The Cart has been abandoned). Service Cart One-Step Manager, when the Service Cart exceeds the Service Cart Expiration date (three days after the Service Cart has been created)
Order Canceled Sends the Customer a notification that the Service Order has been canceled or the Service Cart has been abandoned. Service Cart One-Step Manager, when the Service Order has been canceled.
Order Confirmation Sends the Customer a notification with the Service Order details, including Cart Item IDs, Total Cost, and Cart Item Costs. Service Cart One-Step Manager, when the Service Order has been submitted.
Blueprint - Status Actions
Abandoned Sets the status of the Service Cart to Abandoned if the Cart remains in a New status for more than twice the number of days specified in the Abandoned Cart Reminder Stored Value. Service Cart One-Step Manager, when the Service Cart exceeds twice the number of days specified in the Abandoned Cart Reminder Stored Value.
Canceled Sets the status of the Service Cart to Canceled if all Service Cart Items are canceled. Service Cart One-Step Manager, when all items in a Service Cart are canceled.
Complete Sets the status of the Service Cart to Complete when all items in the Service Cart have been completed. Service Cart One-Step Manager, when all items in a Service Cart are complete.
In Progress Sets the status of the Service Cart to In Progress when the items in the Cart have been submitted and Service Requests have been created in CSM for each Cart item. Service Cart One-Step Manager, when all items in the Service Cart have Service Requests.
New Sets the status of the Service Cart to New when the Service Cart has been created. Service Cart One-Step Manager, when the Service Cart is first created.
Submitted Sets the status of the Service Cart to Submitted when items in the Service Cart have been submitted as a Service Order Service Cart One-Step Manager, when the items in the Service Cart have been submitted as a Service Order.
Global
Send E-mail to Customer Sends an e-mail to the Customer who submitted the Service Cart Order. Service Cart One-Step Manager

A full list of One-Steps is beyond the scope of this document. Export a schema document from CSM Administrator (Create a Blueprint > Tools > Export Schema) to view a full list of One-Steps associated with a particular type of Business Object.

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