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

Use the Call a Web Service One-Step Action to dynamically call a web service and save the results as a variable. For example, call a web service that calculates currency, then use the results in a Field. The results can be saved as a variable in one of the following data types: number, string, or Boolean.

Note: Currently, CSM supports REST and WSDL-based web services using either no authentication or Basic authentication.

Good to know:

To define a Call a Web Service 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 Call a Web Service.

    The Web Service window opens.

    Web Service Step Window

  3. Define general properties for the Call a Web Service Action:
  4. Specify the Method to call on the web service:
    1. Method: In the drop-down, select a Web Service Method.

      The Parameters tree on the left displays all the parameters for the selected Web Service Method.

    2. Define a value for each parameter. You have two options:
      • Blank: Select this radio button to not set a value for the parameter. This might or might not be valid for different web services. If a required parameter is not provided, the web service will likely generate an error.
      • Set Value: Select this radio button to manually set the Method value. Then, provide text, clicking the Selector button Selector button (ONE-STEPS) to open the Token tree and insert Fields, System Functions, and Stored Values directly into the text.
  5. (Optional) Define how results will be stored:

    Note: This is not required; however, in most cases, you want to store the result so that you can do something with it (ex: Pop-up results, edit a Business Object, etc.). There are some cases where you might not save the result (ex: Where posting data to the web service might not return anything; for example, Send a Tweet).

  6. Click OK.

In This Section

Set Up a Web Service

Web Service Manager

Open the Web Service Manager

Configure Web Services One-Step Security Rights

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 Step Through Children 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 Go To Action for a One-Step