Create a Stored Value

Use the Stored Value window (accessed from within the Stored Value Manager) to create Stored Values. When you create a Stored Value, you define:

• General properties: Name and description.
• Type: Text, Number, Date/Time, Logical, or Color.
• Value: Default value for the Stored Value.
• Value is User-specific: Options for making the value User-specific.
• Advanced options: Availability (scope), association (more filtered scope, if applicable), and image.

To create a Stored Value:

1. Open the Stored Value Manager.
2. Select a scope and subfolder (if needed).
3. Click the Create New button .
4. Define general properties:
   1. Name:

      Provide a display name to use within CSM (this property can be searched in CSM Item Managers).

   2. Description:

      Provide a description to use within CSM (this property can be searched in CSM Item Managers).

5. Define the Stored Value type and value:
   1. Type: In the drop-down, select the type of Stored Value (ex: Text, Number, Date/Time, Logical, or Color).
   2. Value: Define the value for the Stored Value based on the type selected:
      • Text: Provide a word or phrase to use as the value.
      • Number: Specify a number or use the up/down arrows to increase or decrease the value by whole numbers.
      • Date/Time: Select a date (MM/DD/YYYY) and time (HH:MM:SS) by clicking the Date button . Then, click on the time (hours, minutes, or seconds) and use the up/down arrows to increase or decrease the time.

        Tip: Users can also provide numbers to the Date/Time fields. Click the month, day, or year in the Date field, or the hours, minutes, or seconds in the Time field and type a number.

      • Logical: In the drop-down, select True or False.
      • Color: Click the Color Selector button to select a color.
6. (Optional) Define whether to make the value User-specific. This means that each User who uses this Stored Value can have a "version" of the Stored Value, and update the value to something that is unique to them (using the Update a Variable or Stored Value Action in a One-Step Action) rather than using the default value.
   • Value is User-specific: Click this radio button to make the value User-specific.

     Note: If you click this radio button without also checking Remember the User-specific Value Between Sessions (below), then any User-specific values are only available for use during a User's current CSM session. The Stored Value will return to its default value after Users log out or close their sessions.

     • Remember the User-specific Value Between Sessions: Select this check box to store any User-specific values so they are available next time Users log into CSM.
7. Define additional options:
   1. Click the Options button.
   2. Availability: In the drop-down, select a scope.

      Note: If you already selected a scope at the beginning, this is auto-filled with your selection.

   3. Association:

      If applicable, select a more filtered scope (example: A particular Team). <Automatic> applies scope based on login. If not applicable, this option is grayed out.

   4. Custom Image:

      Click the Image button to open the Image Manager, and then select an existing image or import a new image to represent the item in the UI.

   5. Click OK.

8. Click OK.