Configure a Create New Case action
Configure a Create New Case action for an event against an item in SharePoint. For example, set up the Create New Case action for the Item Added event against a document library in SharePoint.
-
On the
Sites page, select the site for which you want
to configure events.
The SharePoint Site Configuration page appears.
-
Click
Add
for
Sites.
The SharePoint Event Configuration page appears.
- On the Select Source list, select the source, such as Shared Documents.
- On the Event list, select the event for which to configure the TotalAgility action, such as Item Added.
- 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 that is used to create a new case has any initialization parameters, thee parameters appear under
- Enter a dynamic or static Case Reference value.
- Map the metadata to initialization parameters by consuming the metadata in the Mapping box.
-
Click
OK.
TotalAgility creates a case on the selected process map at runtime and displays the correctly populated variables.
Similarly, you can set up a Create Case Job TotalAgility action for the other SharePoint events against a forms library, Wiki library, picture library, contacts, discussion board, announcement, agenda, links, calendar, tasks, issue tracking, survey and custom list in SharePoint.If there are insufficient privileges, the parameter values supplied 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.