Add Actions to CSM Areas

You can add an Action to the following major CSM areas:

• CSM Desktop Client toolbars.
• CSM Desktop Client Task Pane.
• Dashboards.
• Forms.
• One-Steps.
• Automation Processes.
• Business Objects (as record-specific Actions on the toolbar, menu bar, context menu, and Task Pane). Automatic Actions can also be executed when a Business Object is saved.
• Portal (menu bar, Dashboard Widget, or HTML Page).
• Cherwell Mobile (as record-specific Actions you can run from your mobile device).

  Note: You can define Actions for other CSM areas, including: Cherwell Outlook Add-In (as record-specific Actions you can run from Microsoft Outlook); E-mail and Event Monitor (as Actions for processing monitored e-mails); Approvals (as Actions that are run when an Approval is approved, denied, or expired); and Scheduled Items (as Actions that are run on a scheduled basis).