Define an Update a Business Object Action for a One-Step

Use the Update a Business Object Action to update the value of any Field in the active Business Object. For example, click a link on an Incident to update its status to a selected value or set value (ex: Closed).

Note: This Action is only available if the One-Step is associated with a Business Object when it is created.

To define an Update 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 Update a Business Object.

   The Update Business Object window opens.

   

3. Define general properties for the Update 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: Shows the type of Business Object that the Action will update (this is the Business Object with which the One-Step is associated).
   • Reload Business Object Before Update: Select this check box to reload the active Business Object before the Action updates it.

     Note: Reloading might be necessary if the Business Object is changed behind the scenes. If you select this check box, the Business Object will be refreshed from the database so that the Action updates the latest version of the Business Object. This is sometimes required when doing things like creating objects (in other Actions) that are not seen by the main object. For example, you might step through related objects and create a Journal for each associated Configuration Item. Because those Journals were not created through the Relationship between your main object and the Journals, they would not be considered part of the record until the Business Object is reloaded.

4. Define what the Update 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 updated.
     • 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 a valid value.

     • 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 Update 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 record at the end of the Action.

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

6. Click OK.