Mobile Actions/One-Step Actions

Cherwell Mobile allows you to run certain One-Step Actions against Business Object records.

Examples of Mobile Actions/One-Step Actions include:

  • Looking up configuration item information using barcode scanning.
  • Updating a Customer's location.
  • Taking a picture and attaching it to a record.
  • Changing status.
  • Setting priority.
  • Creating tasks.

Some One-Step Actions are available by default, either as part of the mobile application or as part of the Business Object; others are made available through a list of Business Object Actions defined in the mobile configuration (either global/Role or personal). The available One-Step Actions can vary per type of Business Object and are accessed by tapping the Mobile One-Step Actions button.

Note: iOS: Mobile One-Step Action button looks similar to the following: iOS Actions Button.
Note: Android: Mobile One-Step Action button looks similar to the following: Android Actions Button.
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