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.
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On the
Home page, click
.
The TRIM page appears.
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Click
Add
for
Sites.
The TRIM Site Configuration page appears.
- On the Select Source list, select the source for which to configure the action.
- Select the Event, such as Create Folder, for which to configure the TotalAgility action.
- On the Action list, select Create New Case.
- In the Case box, consume the case map on which to create a new case.
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Enter a dynamic or static
Case Reference value.
If the map used to create a new case has initialization parameters, the parameters appear under Initialization Variables.
- Map the metadata to initialization variables by consuming the metadata in the Mapping box.
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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.