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Procedure Editor

In any service desk procedure folder tree, click New Procedure or Edit Procedure to display the procedure editor.

  • The left hand pane displays the outline of the entire procedure.
  • The right hand pane displays the parameters for each statement.

Note: See IF-ELSE-STEP Service Desk Commands for a detailed explanation of each statement's parameters.

Title

  • This the first step in the procedure, where you set the name and description of the procedure.

Action Buttons

  • New Step - Creates a step below the currently selected statement.
  • New IF - Creates a pair of IF-Else statements below the currently selected statement.
  • Toggle Else - Adds or removes the corresponding Else statement for a selected IF statement. Only displays if an IF statement is selected.
  • Copy - Copies a single Step or IF statement to the clipboard. Copying an IF statement includes all child statements, so you quickly copy and paste entire IF branches within the same procedure.
  • Paste - Pastes a Step or IF statement just below a selected statement.
  • Delete - Deletes the currently selected Step, IF or Else statement.

Closing the Editor

  • Save and Close - Saves and closes the procedure.
  • Save - Saves the procedure.
  • Save As - Saves the procedure to a different name.
  • Cancel - Cancels changes made to the procedure.

Drag and Drop

  • - Drag any statement and drop it above another statement.
  • - Drag any statement and drop it below another statement.
  • - Drag any statement and drop it between another statement.
  • - Drag any statement to a procedure Title, IF or Else statement and add it as a child statement.

Guidelines

  • Click any Step, IF or Else statement in a procedure to see its properties in the right-hand pane. You can edit these properties immediately.
  • You can nest steps within multiple IF or Else statements.
  • You can toggle the removal of an Else statement without removing its corresponding IF statement.
  • You can set a Step to allow a procedure to continue running even if that particular Step fails.
  • You can nest procedures within procedures using the Execute a Common Sub-Procedure command.