Previous Topic

Next Topic

Book Contents

Book Index

Actions Menu

Use the Actions menu (accessible by clicking the Add Action button) to quickly add Actions to areas such as CSM Desktop Client toolbars, Business Objects, or a Customer Portal. The figure below shows an example of an Actions drop-down menu for a User toolbar.

Add Action Menu

Depending on where you are accessing the menu, a combination of different types of Actions are available from the Actions menu:

When you select an Action, the appropriate CSM Item Manager opens. From the Command Manager, you can select a specific CSM item to display/run (or specific command to execute for a Command Action). The items available for you to select might differ depending on where you are adding the Action (ex: Edit commands are available for CSM Desktop Client toolbars but not for a Customer Portal).

Note: Some CSM Item Managers support adding a CSM Item to your personal Task Pane or a custom toolbar directly from the CSM Item Manager (ex: In the Dashboard Manager, add a Dashboard to your toolbar). For more information, refer to CSM Item Managers and adding CSM items to the Task Pane or toolbar in the online help.

See Also

Managing Actions

Action Manager

Open the Action Manager

Command Manager

Open the Command Manager

Add Actions to CSM Areas