Define a Create a New Child Business Object Action for a One-Step
Use the Create a New Child Business Object Action to create a child Business Object that belongs to the active Business Object. For example, add a Journal History record to an Incident when the One-Step is run against the Incident.
This Action is executed against whichever Business Object is active, either a Business Object association or a Business Object from another Action (Create a New Business Object or Go To a Record) preceding this Action. For example, if the One-Step is associated with Incident, the Incident Business Object is the active object (this Action runs against Incident). If a Create a New Business Object Action is added to create a Problem record (preceding this Action), the Problem Business Object becomes the active object (the Action runs against Problem).
If the active Business Object changes (example: The Action was initially defined to run against Incident, but a Create a New Business Object Action makes Problem the active Business Object), a warning appears. The Action properties might need to be modified to reflect the newly active Business Object.
To define a Create a New Child Business Object Action for a One-Step:
- Open the One-Step Editor.
- Add a Create a New Child Business Object Action to the Designer Board.
- Click the General page.
- Define general properties for the Create a New Child Business Object
Option Description Name Provide a display name for the Action (this is how the Action is identified within the One-Step). Child Business Object Select the child Business Object to create. For the Business Object to be listed in the drop-down, it must have a Relationship in which it is owned by the parent object. For more information about Relationships, refer to the Relationships Documentation. The parent object is the active Business Object. Make New Record Current Create the Business Object from the active record after the Action is executed. This allows Users to immediately edit the record. If this check box is not selected, the record opens in the background and does not appear on the screen. Group Member If the selected child object is a Group Object (example: Journals), select the Group Member to have the Action create (example: Journal - History). Save Business Object after Action Automatically save the Business Object after the Action executes. The Business Object cannot be saved if required Fields do not have a value, or if Field validation fails. Evaluate Expressions from New Child’s Perspective Evaluate Expressions from the child object rather than from the parent object. This option is rarely used; however, it is necessary if the parent and child are the same type of object. To do calculations within the child (example: Adding values in multiple Fields), select this check box to ensure that data is pulled from the child object rather than the parent object.
- Click the Fields page.
- Define options for selected
- Filter the Fields tree:
Option Description Search Control Quickly locate a Field whose Name and Description contain a specific word or phrase (example: OwnedBy). Only Show Set Fields Shows only those Fields that have values set. This is useful when going back to edit the Action to quickly see which Field values are set by the Action. Ignore Folders Ignores the organizational folders and displays all Fields at the root of the list. Show Field Values Opens a window that shows the Fields and values from the currently open record. Click a Field, and then click the Select button (selecting a Field in the window also selects it in the Fields tree). The Show Field Values button is only available if a currently open record is the same as the Business Object the Action is defined to execute against (example: An Incident record is currently open, and the Action is defined to execute against an Incident).
- Select a
Field in the Fields tree, and then select one
of the following options:
Option Description Don't Set Field (Default) The Action does not have a set value. However, if the Field has a default or auto-populated value, that value is used. Clear Value The Action clears any default or auto-populated value that gets assigned to the Field when the Business Object is updated. Set Value The Action sets a specific value. Provide text, or click the Selector button to insert a Token (Field, System Function, Prompt, Expression, Stored Value, Metric, Counter, etc.). The available Fields in the Token Selector reflect the current Business Object (the Business Object being updated or created by the Action).
If the Field is validated, the Legal Values button is available to allow selection of a valid value.
Template The Action creates a custom defined value. Provide text. Click the Selector button to insert Tokens (example: Fields, System Functions, Prompts, Expressions, Stored Values, Metrics, and Counters) directly into the text. The available Fields in the Token Selector reflect the One-Step Business Object context (from the One-Step association or from a preceding Create a Business Object Action or Go To a Record Action).
The option to Show Field Values is available in the Tokens menu if a currently open record is the same as the Business Object the Action is defined to execute against (example: An Incident record is currently open, and the Action is defined to execute against an Incident). Select this option to open a window that shows the Fields and values contained in the currently open record. Click a Field, and then click the Select button to insert the Field as a Token.
Append to Current Value The Action appends a Set Value or Template Value to any default value defined for the Field. To avoid duplication of data, this option is disabled if the Field selected in the Fields tree is also inserted as a Token in the Template field.
- Append to Current Value: Select this check box to have the Action append a Set Value or Template Value to any default value defined for the Field. To avoid duplication of data, this option is disabled if the Field selected in the Fields tree is also inserted as a Token in the Template field.
- Filter the Fields tree:
- Click the Annotation page, and then
define the annotation properties:
Option Description Annotation title (shown in tooltip) This information is shown as a tooltip when a User hovers over an action. Annotation Describes the purpose and operation of the One-Step. This is an informational field only, it does not show in the UI.
- Click Save.