Configure a Create Job In Case action
Configure a Create Job in Case action for an event against an entity instance in the Dynamics CRM System. For example, you can set up the Create Job in Case TotalAgility action for the Create event in the Dynamics CRM System. Similarly, you can configure Create Job in Case actions for Update or Delete events in CRM.
-
On the
Dynamic CRM System Configuration page, select
the CRM System for which to configure events.
The CRM System Configuration page appears.
-
Click
Add
for
CRM Systems.
The Dynamics CRM Event Configuration page appears.
- Select the Business Units.
-
Select the
Entities.
All the attributes for the selected entity appears.
- Select the Event for which to configure the TotalAgility action, for example, Update.
- On the Action list, select Create Job In Case.
-
In the
Process box,
consume the process map to create a new
case.
Note If the map used to create a new job has any initialization parameters, the parameters appear under Initialization Variables.
-
To create a Job in Case, do either of the following:
-
Click Case Reference and enter a dynamic or static value.
-
Click Case ID and enter a dynamic or static value.
Note In addition to the CRM attributes for the Create event, you can map two TotalAgility attributes: Entity Logical Name and Instance ID. These two attributes define a name for the new instance and return the CRM instance ID for the new entity instance. For the Update event, only the Entity Logical Name attribute is available for mapping.
-
- Map the metadata to initialization variables by consuming the metadata in the Mapping box or enter a static value.
-
Click
OK.
When the entity instance is created in the Dynamics CRM System, a job is created on the selected process map at runtime.