Configure a Create New Case action

Configure a Create New Case action for TRIM events like Create Folder, Delete Document, Document Check In and Declare Record.

  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, select the source for which to configure the action.
  4. Select the Event, such as Create Folder, for which to configure the TotalAgility action.
  5. On the Action list, select Create New Case.
  6. In the Case box, consume the case map on which to create a new case.
  7. Enter a dynamic or static Case Reference value.

    Note If the map used to create a new case has initialization parameters, the parameters appear under Initialization Variables.

  8. Map the metadata to initialization variables by consuming the metadata in the Mapping box.
  9. Click OK.
    When a folder is created in the TRIM System, TotalAgility creates a case on the selected process map at runtime and displays the correctly populated variables.