Create/Edit a One-Step Action
Video Resources
- Subscription-based Video Learning Library: Automating with One-Step Branching
- Subscription-based Video Learning Library: Creating a One-Step for an Incident
Use the One-Step Action Manager and One-Step Editor (accessed from the One-Step Action Manager) to create a One-Step Action.
Note: In the
Browser Client
and
Portal, you can run
One-Step Actions, but you cannot create, edit, or delete them.
To create a One-Step Action:
- Open the One-Step Action Manager.
- Select a scope and subfolder (if needed).
-
Select a Business Object association, if applicable.
One-Step Actions do not need to be associated with a Business Object. Select (None) from the Association drop-down for general One-Step Actions that do not need to access any Business Object data (example: One-Step Actions that create completely new Business Objects or launch URLs). - Click the Create New button.
- Provide a name and description for the One-Step Action.
-
Click OK.
- Define general properties for the One-Step Action.
- Define conditions properties for the One-Step Action.
- Define the annotation properties for the One-Step.
- Define Actions for the One-Step Action.
- Define pre-/post-steps for the One-Step Action.
-
Click OK.
Edit a One-Step
To edit a One-Step Action:
- Open a One-Step in the One-Step Editor.
- Make changes. Click the Start Graphic on the Designer Board to edit One-Step Action general properties and conditions.
-
Click OK.