Configure a Create New Case action
Configure a Create New Case action for an event against an entity instance in the Dynamics AX System. For example, set up the Create New Case TotalAgility action for the Update event in the Dynamics AX System. You can also set up a Create New Case TotalAgility action for Create and Delete events.
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On the
AX System Configuration page, select the
service, and click
Configure Events.
The Events page appears.
-
Click
Add
.
The Dynamics AX Event Configuration page appears.
- Select the Event, such as Update, for which to configure the TotalAgility action.
- On the Action list, select Create New Case.
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In the
Case box,
consume the case map on which to create a
new case.
Initialization Variables.If the map used to create a new case has initialization parameters, the parameters appear under
- Enter a dynamic or static Case Reference value.
- To specify the attributes that, when updated, trigger a TotalAgility action, consume the attributes to the Mapping box of the initialization variables.
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Click
OK.
When the entity instance is updated in the Dynamics AX, TotalAgility creates a case on the selected process map at runtime and displays the correctly populated variables.