In addition to creating and updating records, there is a way to
arbitrarily make other functionality available to execute against a linked
record. For example, have an Action to add a new Task to the record (as a
reminder to follow up), or to assign the record. Actions can do anything
allowed by
One-Step Actions. These Actions are shown as a drop-down in the
Cherwell Outlook Add-In.
Add, delete, or reorder Actions available for the linked Business Object
(specified in the
Objects
page of the Configure Outlook Integration window). The Actions specified
here show up on the Actions drop-down within the
Cherwell Outlook Add-In.
To define available actions for Business
Objects linked to e-mails:
Add
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Select a type of Action in the drop-down.
- Add
One-Step Action Action: Adds
One-Step Actions to the Actions drop-down in the Outlook Add-In to execute them
directly from Outlook. Click the
Ellipses button to open the Action
Manager and select a different
One-Step Action.
Note: When this option is selected, the
One-Step Action Manager opens, and select an existing
One-Step Action or
create a new one.
- Add Folder:
Adds a folder to the Actions drop-down menu in the
Outlook Add-In to organize Actions.
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Delete
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Removes the currently selected Action.
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Up/Down Arrows
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Moves Actions up or down in the list (this is
how they appear on the drop-down within the Outlook Add-In).
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New Action General Options
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- Action:
Shows the name of the Action as it is recognized by
CSM (ex: the name of the Dashboard).
Tip: Click the
Ellipses button to open the Action
Manager and select a different Action.
- Display text: Provides the text
to display on the Action in the menu.
- Image button:
Opens the Image Manager, and then select an image to
represent the Action on the menu. Select an existing image or import a new
image.
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Define Expressions for showing and enabling
Actions
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Visible
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Shows/hides the Action based on an Expression, and then define
the Expression using one of the following options:
- Stored Expression: Click the
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 _ to
open the Custom Expression Builder, and then create a custom Expression
specifically for this scenario.
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Enabled
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Enables/disables the Action based on an Expression, and then
define the Expression using one of the following options:
- Stored Expression: Click the
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 _ to open the Custom Expression Builder, and then
create a custom Expression specifically for this scenario.
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Begin Group
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Shows a horizontal line before the menu item,
separating it from other Actions.
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