Service One-Step Actions
CSM provides the following OOTB Service One-Step Actions.
| One-Step Action | Description/Actions | Association | Executed From |
|---|---|---|---|
| Status Actions | |||
| Alt 1 Step from Relationship |
Conditionally changes the record status to next logical status (defined by the status values in Table Management). |
Service
|
Service Form: Status: <Next Status>
|
| Alt 2 Step from Relationship | |||
| Next Step from Relationship | |||
| Status Info | Displays a description of the Service. | Service | |
| Update Service Status | Prompts you to manually select any status. | Service | Service Form: Status: <Current Status> |
| Form Actions | |||
| Ownership | Assign ownership. | ||
| Assign to ANY Individual | Prompts the User to assign the record to any CSM User (not limited by Team). Uses Owned By ID and Owned By Team fields. | Service | Service Form: Assign To link |
| Assign to Individual |
Launches the Choose Team window, where a User can choose an Owned By Team for the record; then, launches the Choose User window, where a User can choose a Primary User from the already-selected Team. |
Service | Service Form: Owned By link |
| Assign to Team |
Launches the Choose Team window, where a User can choose an Owned By Team for the record. |
Service | Service Form: Owned By Team link |
| Take Ownership |
Makes the Current User the Primary User of the record. |
Service | Service Form: Take Ownership link (I Want To section) |
| Other | |||
| Date/Time Information | Displays details for all the date/timestamps to give a historical view. | Service | Service Form: View Detailed Date/Time Information link (I Want To section) |
A full list of One-Steps is beyond the scope of this document. Export a schema document from CSM Administrator () to view a full list of One-Steps associated with a particular type of Business Object.