Configure a Create Job in Case action

Configure a Create Job in Case action for an event in the SharePoint site. For example, you can set up the Create Job in Case action for the Item Added event against a document library in SharePoint. Similarly, you can set up a Create Job in Case action for events in the forms library, wiki library, picture library, contacts, discussion board, announcement, agenda, links, calendar, tasks, issue tracking, survey and custom list in SharePoint.

  1. On the Sites page, select the site for which to configure events.

    The SharePoint Site Configuration page appears.

  2. Click Add Add for Sites.

    The SharePoint Event Configuration page appears.

  3. On the Select Source list, expand the library to select the source, such as Shared Documents.
  4. Select the Event for which to configure the TotalAgility action, such as Item Added.
  5. On the Actions list, select Create Job in Case.
  6. In the Case box, consume the case map on which 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.
  7. Do either of the following:
    • Click Case Reference and enter either a dynamic or static value.

    • Click Case ID and enter either a dynamic or static value.

  8. Map the metadata to initialization variables by consuming the metadata in the Mapping box or enter a static value.
  9. Click OK.
    Note If there insufficient privileges, the parameter values are incorrect, or there is a mismatch between the selected location and the TotalAgility Web service, the item is not configured, and at runtime the job suspends. The details of the error appear in the Event Log.