Create new case action
Configure a Create new case TotalAgility action for an event against an entity instance in the Dynamics CRM System. For example, set up the Create new case TotalAgility action for the Update event in the Dynamics CRM System. Similarly, you can set up a Create new case TotalAgility action for the other CRM events like Create and Delete.
Dynamic CRM page, click the CRM system for
which to configure events.
The Edit CRM system configuration dialog box is displayed.
The New CRM event configuration dialog box is displayed.
- On the Entities list, select an entity.
- Select the Event for which to configure the TotalAgility action, for example, Update.
- On the Action list, select Create new case. (Default: Create new job)
Case field, select the
case map on which to create a new case.
Initialization Variables.If the selected case map has any initialization parameters, the parameters appear under
Case reference field,
select a dynamic value, or click
and enter a static value.
- To map the metadata to initialization variables, in the Value field of each parameter, select a dynamic value, or enter a static value.
The configured event appears under Events in the Edit CRM system configuration dialog box. You can edit or delete the event.
When the entity instance is updated in the Dynamics CRM, TotalAgility creates a case on the selected process map at runtime and displays the correctly populated variables.