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Define a Step Through Children Action for a One-Step

Use the Step Through Children Action to run the same Actions on each child record of a Business Object. For example, you might want to send an e-mail to each Customer that is associated with an Incident to notify them when an Incident is resolved. If you want to limit the records that the Actions run against, you can define a condition (ex: Only run Actions against Customer Records where the e-mail address is not empty).

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

To define a Step Through Children 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 Step Through Children.

    The Step Children window opens.

    Step Children Action

  3. Define general properties for the Step Through Children Action:
  4. Define Actions to run against child records (Steps to Run Against Related Items section):
    1. Click Add to open a menu of Actions.

      Tip: Click the Edit button to edit a selected Action. Click the Copy button to copy a selected Action, and then edit the details. Click the Delete button to remove a selected Action. Use the Up/Down arrows Arrow Up Blue Arrow Down Blue to change the order of the selected Actions. Actions will run in the order they appear.

    2. Select an Action to run against the child records.
    3. Configure the properties for each Action.
    4. Add more Actions as necessary.

      Note: Changing the type of child Business Object (in the Child drop-down) after defining Actions will clear the Actions and any conditions associated with them.

  5. (Optional) Define conditions that limit when an Action is executed (Steps to Run Against Related Items section).
    1. Select an Action that the One-Step should execute based on certain conditions.
    2. Click the Expression button Expression Button to add conditions to a selected Action.

      The Edit One-Step Action Condition window opens.

      One-Step Action Condition

    3. Select Only Run Action <name of Action> if Condition is True to define an Expression that controls when the Action is executed.
    4. Define an Expression for the condition:
      • Stored Expression: Click the Ellipses button Ellipses Button to open the Expression Manager, and then select an existing stored Expression or create a new stored Expression. Stored Expressions can be reused in numerous places in CSM.
      • Custom Expression: Click the Custom Expression button Expression Button to open the Custom Expression Builder, and then create a custom Expression specifically for this scenario.
    5. Click OK.
  6. Define which record to select after all Step Through Children Actions are completed (Record to Select after Run section).
  7. Click OK.

See Also

Define Actions for a One-Step

Define a Print Action for a One-Step

Define a Send an E-mail Action for a One-Step

Define a Send Tweet Action for a One-Step

Define a Run a Report Action for a One-Step

Define a Write to a File Action for a One-Step

Define a Run a Program Action for a One-Step

Define a Launch a URL Action for a One-Step

Define an Excel Merge Action for a One-Step

Define a Pop-Up Action for a One-Step

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

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

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

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

Define a Work with a Queue Action for a One-Step

Define a Go to a Record Action for a One-Step

Define an Execute a Command Action for a One-Step

Define a Go to a Field Action for a One-Step

Define a Run a One-Step Action for a One-Step

Define an Update a Variable or Stored Value Action for a One-Step

Define a Call a Web Service Action for a One-Step

Define a Go To Action for a One-Step