Create new job action

Configure a Create new job TotalAgility action for events in the Microsoft Dynamics CRM system. For example, set up a Create new job TotalAgility action for the Create event in the CRM system. Similarly, you can set up a Create new job action for the other Dynamics CRM events like Update and Delete.

  1. On the Dynamics CRM page, click the CRM system for which to configure events.

    The Edit CRM system configuration dialog box is displayed.

  2. Click for Events.

    The New CRM event configuration dialog box is displayed.

  3. On the Entities list, select an entity.
  4. On the Action list, select Create new job (default).
  5. Select the Process map on which to create a new job.

    Note If the selected process map has any initialization parameters, the parameters appear under Initialization variables.

  6. To map the metadata to initialization variables, in the Value field of each parameter, select a dynamic value, or enter a static value.
  7. Click Save.

    The configured event appears in the Events dialog box. You can edit or delete the event.

    You can also set up a Create New Job TotalAgility action for the Update and Delete events.

  8. Click Save.

    When the entity instance is updated in the Dynamics CRM, TotalAgility creates a job on the selected process map at runtime and displays the correctly populated variables.