WiscIT - Create a One-Step

This document describes how to create a new one-step in the WiscIT Cherwell client.

WiscIT officers have the ability to create One-Steps for themselves as users. If you would like to make a One-Step for a team, or globally, you may need to contact the WiscIT Admins at wiscit@doit.wisc.edu.

Creating A New One-Step

  1. Open the One-Step Manager following the steps on WiscIT - Accessing the One-Step Manager.
  2. Select the type of Business Object you would like to modify by using the "Association:" drop-down menu in the upper right-hand corner.
  3. Association.PNG
  4. Navigate to the folder that you would like to make the One-Step in. Note that you may not have access to create one-steps in some high-level folders. See WiscIT - Folder Explanation in Cherwell for a more detailed explanation.
  5. Right click and select "New", or click the green plus icon.
  6. Enter a Name and Description of the One-Step, then select "OK".
  7. The One-Step Editor will appear. To configure the one-step, add different steps to the flowchart in the middle. An explanation of these steps and how to configure them can be found here: WiscIT - One-Step Overview.


Keywords:
one step onestep step action command button cherwell  
Doc ID:
91831
Owned by:
Will C. in WiscIT
Created:
2019-05-17
Updated:
2023-07-19
Sites:
DoIT Help Desk, WiscIT - Wisconsin IT Service Manager