Welcome > Integration module > HP TRIM > Configure TotalAgility actions resulting from TRIM events > Configure a Create Job in Case action

Configure a Create Job in Case action

Configure a Create Job in Case action for the TRIM events, such as Create Folder, Delete Document, Document Check In, and Declare Record in the TRIM System.

  1. On the Home page, click Integration > TRIM.

    The TRIM page appears.

  2. Click Add Add for Sites.

    The TRIM Site Configuration page appears.

  3. On the Select Source list, expand the library to select the source, such as Shared Documents.
  4. Select the Event, such as Create Folder, for which to configure the TotalAgility action.
  5. On the Action list, select Create Job in Case.
  6. In the Process box, consume the process map to create a job in case.
    Select the case fragment or process map to create a new job in case.
  7. In the Case Ref/Case ID box, consume the case 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.
  8. 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.

  9. Consume the metadata in the Mapping box or enter a static value.
    Note If the map used to create a new job in case has initialization parameters, the parameters are listed under Initialization Variables.
  10. Map the metadata to initialization variables by consuming the metadata in the Mapping box.
  11. Click OK.

    When a folder is created in the TRIM System, a job in case is created on the selected process map at runtime displaying the correctly populated variables.