Available One-Step Editor Actions

Multiple Actions are available in the Actions pane of the One-Step Editor. These Actions can be added to the Designer Board in countless combinations to create simple or complex One-Step Actions.

Actions are categorized as follows:

• Common Actions: Actions that are commonly used in One-Step Actions.
• Business Object Actions: Actions that create new Business Objects or require access to Business Object data.
• Advanced Actions: Actions that involve User knowledge of advanced concepts and/or more complex configuration.

Several Actions that access Business Object data (example: Update a Business Object) are executed against whichever Business Object is active, either a Business Object association or a Business Object from a preceding Action (Create a New Business Object or Go to a Record). For example, if a One-Step Action that updates a Business Object is associated with an Incident, then Incident is the active object (the Update a Business Object Action runs against Incident). If a Create a New Business Object Action is added to create a Problem record (preceding the Update a Business Object Action), then the Problem Business Object becomes the active object (the Update a Business Object Action runs against Problem).

Several Actions that access Business Object data (example: Link/Unlink Business Objects) allow you to select which Business Object to execute against (if more than one Business Object is available within a One-Step Action).

One-Step Action Description Business Object Required Common Actions     Launch a URL Launches a specified URL. Not required Print Creates a document that is automatically sent to the printer. This Action requires a connection to a printer. Not required Run a Program Launches a program that can be run from a Windows command line. Not required Run a Report Runs a Report created using the Cherwell Report Writer™. Not required Send a Tweet Posts a Tweet to a Twitter Account. Note: This Action requires a Twitter Account. Not required Send an E-mail Automatically sends an e-mail to specified recipients Note: This Action requires a CSM E-mail Account. Not required Show a Pop-Up Shows a message to Users, usually asking whether they want to continue, requesting additional information, or prompting them to select from a list of options. Not required Write to a File Creates, overwrites, or appends contents to a file. Not required Business Object Actions     Create a New Business Object Creates a Business Object and optionally sets values for Fields within the Business Object. Not required Create a New Child Business Object Creates a child record that belongs to the active Business Object. Required Delete a Business Object Deletes a Business Object, either the active Business Object or a related Business Object. Required Go to a Record Navigates to a specified record based on type and record ID or a Relationship. Not required (unless going to a record in a Relationship) Link/Unlink Business Objects Links/unlinks records to/from a Relationship. Required* Step Through Children Runs the same Actions on each child record of a Business Object. Required Transfer Attachments Transfers Attachments to a file system or Business Object from another file system or Business Object. Required*   Transfer Related Business Objects Transfers related records from one Business Object to another. Required* Update a Business Object Updates the value of Fields in the active Business Object. Required Work with a Queue Performs Queue operations against the active record. Required Advanced Actions     Call a Web Service Dynamically calls a web service, and then saves the results as a variable. Not required Decide Between Multiple Cases Branches the One-Step into multiple paths that are executed based on defined conditions. Not required Excel Merge Creates an Excel file using data from CSM. Requires creating an Excel template. Not required Execute a Command Executes commands, runs reports or Search Groups, or opens Calendars, Dashboards, or Visualizations. Not required Go to a Field Navigates to a particular Field or tab in the active record. Required Go To Action Navigates to another One-Step Action, or ends One-Step Action execution. Not required Run Another One-Step Action Runs another One-Step Action. Not required Step Through Collection Steps through each item or object in a collection or array of XML or JSON data. Not required Update a Variable or Stored Value Updates a variable value or Stored Value using a predefined value, or the value of a User-specific variable that you create. Not required *Select the Business Object for this Action (if more than one Business Object is available within a One-Step Action).