About Portal Actions

An Action is an activity that can be initiated manually (from a button, link, menu bar item, or Widget) or automatically (from an Automation Process, One-Step™, or E-mail Monitor) to execute a command (ex: Print) or display/run a CSM Item (ex: Display a Dashboard or run a Search). CSM provides several customizable Actions that can be added to/executed from the Portal menu bar, a Dashboard or an HTML page. Examples include:

  • Display Create commands for the Business Objects used on the Portal Site (ex: Create Incident).
  • Display common Searches (ex: Search My Open Incidents).
  • Display a Home button on the Portal menu bar to take Customers back to the Startup Item.
  • Display/run a CSM Item (for example, Action Catalog, Report, Document Repository, etc.).

Some Actions are automatically added to the menu bar when creating a Site using the Site Wizard (for example, a menu bar Item can be added for each Business Object associated with the Site and a Document Repository Action is added if there is a Document Repository. Manually add Actions or edit existing Actions by defining menu bar properties for a Site. Manually add the following Actions:

Icon Action When clicked on the menu bar:
One-Step Icon (Small) One-Step

Runs a One-Step Action, which runs one or more other Actions:

  • Create/update/delete a Business Object.
  • Excel merge.
  • Execute a command.
  • Go to a Field.
  • Go to a record.
  • Go to Action (branching).
  • Launch a URL.
  • Link/Unlink Business Objects.
  • Print.
  • Run another One-Step.
  • Run a program.
  • Run a Report.
  • Send a Tweet.
  • Send an e-mail.
  • Show a Pop-Up.
  • Step through children.
  • Transfer Attachments.
  • Transfer Related Business Objects.
  • Update a Variable or Stored Value.
  • Web service call.
  • Write to a file.
  • Work with a Queue.

Note: For more information, refer to the One-Step documentation.

Arrow Right Blue Small Command

Runs a system command applicable to the Portal. Categories include:

  • Managers: Adds a command to launch a CSM Item Manager so that a Customer can choose a CSM Item (Action Catalog, Dashboard, Document Repository, One-Step, HTML page, Report, or Search) to open/run (for example, Add the Report Manager to the Site menu bar so that Customers can choose to run an available Report). Note: Recent Items lists must be placed inside folders (they cannot be at the top level of the menu bar), and it is recommend that they be placed as the last item in the folder.
  • (Other) Business Object Search: Provides common Site Searches (for example, Business Object to search, how the results should be sorted, whether to limit to the current Customer, limit to Open or Closed records, etc.).
  • (Other) Create Business Object: Creates a new Business Object (record) but with several powerful options, such as a One-Step to run as part of the creation process and whether a custom Form should be displayed (which can be different than the Out-of-the-Box (OOTB) Form used for viewing a Business Object).
  • (Other) Home: Takes the Customer to the Startup Item (Dashboard, HTML page, etc.). Note: This command must be placed in a folder.
Dashboard Icon Dashboard Displays a Dashboard.
Report Icon Report Runs a Report.
Search Manager Icon Search Runs a Search Group.
Browser Widget Icon Page Displays an HTML page.
Doc Repository Icon Doc Repository Displays a Document Repository.
Action Catalog Widget Icon Action Catalog Displays an Action Catalog (Widget).

Good to know:

  • Actions, Dashboards, Visualizations, Calendars, Widgets, and Searches can be viewed, accessed, or run in the Portal; however, they are managed (created, edited, deleted, etc.) and configured (security rights and defaults) only in the CSM Desktop Client and CSM Administrator.
About Portal Actions

An Action is an activity that can be initiated manually (from a button, link, menu bar item, or Widget) or automatically (from an Automation Process, One-Step™, or E-mail Monitor) to execute a command (ex: Print) or display/run a CSM Item (ex: Display a Dashboard or run a Search). CSM provides several customizable Actions that can be added to/executed from the Portal menu bar, a Dashboard or an HTML page. Examples include:

  • Display Create commands for the Business Objects used on the Portal Site (ex: Create Incident).
  • Display common Searches (ex: Search My Open Incidents).
  • Display a Home button on the Portal menu bar to take Customers back to the Startup Item.
  • Display/run a CSM Item (for example, Action Catalog, Report, Document Repository, etc.).

Some Actions are automatically added to the menu bar when creating a Site using the Site Wizard (for example, a menu bar Item can be added for each Business Object associated with the Site and a Document Repository Action is added if there is a Document Repository. Manually add Actions or edit existing Actions by defining menu bar properties for a Site. Manually add the following Actions:

Icon Action When clicked on the menu bar:
One-Step Icon (Small) One-Step

Runs a One-Step Action, which runs one or more other Actions:

  • Create/update/delete a Business Object.
  • Excel merge.
  • Execute a command.
  • Go to a Field.
  • Go to a record.
  • Go to Action (branching).
  • Launch a URL.
  • Link/Unlink Business Objects.
  • Print.
  • Run another One-Step.
  • Run a program.
  • Run a Report.
  • Send a Tweet.
  • Send an e-mail.
  • Show a Pop-Up.
  • Step through children.
  • Transfer Attachments.
  • Transfer Related Business Objects.
  • Update a Variable or Stored Value.
  • Web service call.
  • Write to a file.
  • Work with a Queue.

Note: For more information, refer to the One-Step documentation.

Arrow Right Blue Small Command

Runs a system command applicable to the Portal. Categories include:

  • Managers: Adds a command to launch a CSM Item Manager so that a Customer can choose a CSM Item (Action Catalog, Dashboard, Document Repository, One-Step, HTML page, Report, or Search) to open/run (for example, Add the Report Manager to the Site menu bar so that Customers can choose to run an available Report). Note: Recent Items lists must be placed inside folders (they cannot be at the top level of the menu bar), and it is recommend that they be placed as the last item in the folder.
  • (Other) Business Object Search: Provides common Site Searches (for example, Business Object to search, how the results should be sorted, whether to limit to the current Customer, limit to Open or Closed records, etc.).
  • (Other) Create Business Object: Creates a new Business Object (record) but with several powerful options, such as a One-Step to run as part of the creation process and whether a custom Form should be displayed (which can be different than the Out-of-the-Box (OOTB) Form used for viewing a Business Object).
  • (Other) Home: Takes the Customer to the Startup Item (Dashboard, HTML page, etc.). Note: This command must be placed in a folder.
Dashboard Icon Dashboard Displays a Dashboard.
Report Icon Report Runs a Report.
Search Manager Icon Search Runs a Search Group.
Browser Widget Icon Page Displays an HTML page.
Doc Repository Icon Doc Repository Displays a Document Repository.
Action Catalog Widget Icon Action Catalog Displays an Action Catalog (Widget).

Good to know:

  • Actions, Dashboards, Visualizations, Calendars, Widgets, and Searches can be viewed, accessed, or run in the Portal; however, they are managed (created, edited, deleted, etc.) and configured (security rights and defaults) only in the CSM Desktop Client and CSM Administrator.
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