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.

  1. On the AX System Configuration page, select the service, and click Configure Events.

    The Events page appears.

  2. Click Add Add.

    The Dynamics AX Event Configuration page appears.

  3. Select the Event, such as Update, for which to configure the TotalAgility action.
  4. On the Action list, select Create New Case.
  5. In the Case box, consume the case map on which to create a new case.
    Note If the map used to create a new case has initialization parameters, the parameters appear under Initialization Variables.
  6. Enter a dynamic or static Case Reference value.
  7. To specify the attributes that, when updated, trigger a TotalAgility action, consume the attributes to the Mapping box of the initialization variables.
  8. 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.