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Add an Action to a Customer Portal

Portal Actions are customizable Actions that can be added to/executed from the Portal Menu Bar, a Dashboard, or an HTML page. For example, you can:

See Also

Add Actions to CSM Areas

Add an Action to a CSM Desktop Client Toolbar

Add an Action to a CSM Task Pane

Add an Action to a Dashboard

Add an Action to a One-Step

Add an Action to an Automation Process

Add an Action to a Business Object

Add an Action to Cherwell Mobile