Define a Create a Business Object Action for a One-Step

Use the Create a Business Object Action to create any Business Object that is allowed in One-Steps. For example, use a One-Step to automatically create a Problem using values from the active Incident Record.

To define a Create a Business Object Action:

1. Create a One-Step.
2. On the General page in the One-Step window (accessed from within the One-Step Manager), click Add, and then select Create Business Object.

   The Create Business Object window opens.

   

3. Define general properties for the Create a Business Object Action:
   • Name: Provide a display name for the Action (this is how the Action is identified in the One-Step interface).
   • Business Object: In the drop-down, select the type of Business Object to be created.

     Tip: The drop-down displays only Major objects. To display all CSM Business Objects, select the Show All check box.

   • Make New Record Current: Select this check box to make the newly created Business Object the active record after the Create a New Business Object Action is executed. This allows you to edit the record immediately after it is created.

     Note: If this check box is not selected, the record is created in the background and does not appear on the screen.

   • Link to Parent: Select this check box to link the new Business Object to an existing Business Object. Then, select a Relationship that links the two Business Objects.
4. Define what the Create a Business Object Action should do with the Fields within the Business Object:

   Tip: Use the Search Control to quickly locate a Field whose Name and Description contain a specific word or phrase (ex: OwnedBy). Use the Ignore Folders button to ignore the organizational folders and display all Fields at the root of the list.

   • Fields Tree: Shows all of the available Fields for the Business Object. Select a Field, and then select one of the following options:
     • Don’t Set Field: Select this radio button to not have the Action set a value. However, if the Field has a default or auto-populated value, that value will be used for the Field.
     • Clear Value: Select this radio button to have the Action clear any default or auto-populated value that gets assigned to the Field when the Business Object is created.
     • Set Value: Select this radio button to have the Action set the value to something you specify. Then, click the Selector button to select a value.

       Note: If the Field is validated, the Legal Values button is available to allow selection of one of the valid values.

     • Template: Select this radio button to have the Action create a custom value that you define. Then, provide text and/or click the Selector button (or right-click) to insert Fields, functions, and Stored Values directly into the text.
   • Append to Current Value: Select this check box to have the Action append a Set Value or Template Value to any default value that was set on the Field.
5. Define other behaviors for the Create a Business Object Action:
   • Only Show Set Fields: Select this check box to show only those Fields that have values set. This is useful when going back to edit the Action because you can quickly see which Field values are set by the Action.
   • Save Business Object After Step: Select this check box to save the Business Object at the end of the Action.

     Note: The Business Object will not be saved if required Fields do not have a value, or if Field validation fails.

6. Click OK.