Define the Conditions for a One-Step™ Action
Use the Create a new One-Step window and the Start window in the Step Details section of the One-Step Editor to define the condition properties for a One-Step Action.
To define condition properties for a
One-Step Action:
- Open the One-Step Editor.
- Click the Start Graphic.
- In the Step Details section, click the Conditions page.
- In the Allow
One-Step Actions to Run Against drop-down, select an option.
Option Description Single Record or Group of Records Select this option to allow the One-Step Action to run against the active record or group of records. Single Record Select this option to allow the One-Step Action to run only against the active record. Group of Records Select this option to allow the One-Step Action to run only against the group of records that is active when the One-Step Action is launched. Specific Group Select this option to allow the One-Step Action to run only against a specified Search Group. - (For Specific Group only) Click the Ellipses button to open the Search Group Manager, and then select an existing Search Group (saved Search Query) or create a Search Group. Saved Searches can be used over and over in numerous places.
- Define a condition that limits when the
One-Step Action runs:
Option Description Only Allow One-Step Action to Be Run Based on Condition Select this check box to have the One-Step Action run only when it meets the criteria of a defined Expression. Expression Define an Expression that determines when the One-Step Action runs: 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.
Error Message Provide an error message that appears when a One-Step Action attempts to run but fails because it does not meet the defined condition. This is required if you select to run the One-Step Action based on a condition. - Only Allow This One-Step Action Process to be Run in the Application: Select this check box to only allow the One-Step Action to run in the CSM Desktop Client.
- Allow
One-Step Action to be Run Even if No Current Record: Select this check box to allow
the
One-Step Action to run even if no record is active.
Note: This option is only available if the One-Step Action runs against a single a record (either Single Record or Group of Records or Single Record is selected in the Allow One-Step Actions to Run Against drop-down).
- Show Custom Tokens: To show certain Tokens in One-Step Actions where the Token menu is available, select the type of Token in the drop-down. For example, select E-mail to make e-mail Tokens available to be inserted into One-Step Actions so that the One-Step Action can access e-mail specific data, such as the sender's e-mail address, the subject line, etc. This is useful for One-Step Actions used in an E-mail Monitor.
- Define
record
locking options. These options are only available if the
One-Step Action has a Business Object association.
Options Description Acquire Lock Before Running Select this check box to have the One-Step Action lock an active record before executing any Actions, including pre-steps. Important: Selecting this check box is recommended for One-Step Actions that update Business Objects; it ensures that the active record is locked prior to One-Step Action execution, not just when a specific Action to update a record is being executed. That way, a One-Step Action will not fail if a particular Action cannot acquire a lock. If this check box is not selected, the One-Step Action will still lock an active record (if the record participates in locking) when it runs Actions to update that record.Release Lock After Running Select this check box to have the One-Step Action release any acquired locks after the entire One-Step Action finishes running. If this check box is not selected, locks are released based on the record locking settings configured in CSM Administrator. - Run under Security Group: Select a
Security
Group under which the
One-Step Action can run. This determines which Business Object Fields the
One-Step Action can access when it runs.
Option Description (Default) Current User's Security Group Select this option to allow the One-Step Action to be run under the Security Group to which the current User belongs. Alternate Security Group Select another existing Security Group under which the One-Step Action is allowed to run (example: IT Service Desk Manager). Note: Security rights control which Security Groups are available in the drop-down. For example, you might only be able to select either Current User's Security Group (which is subject to change) or the specific Security Group to which you belong (example: Admin). If you select Current User's Security Group, then the One-Step Action runs under the Security Group to which the current User belongs. If you select a specific Security Group, then the One-Step Action runs under that specific Security Group (example: If you select Admin, then the One-Step Action runs under the Admin group, even if your current Security Group changes).