Example: Creating Triggered Action Business Rule to update a record
This example shows how to trigger an action to update the symptom description of a record when the impact field is changed from Medium to High.
Prerequisite
This example assumes you have administrator-level access to the Configuration console and are familiar with creating business objects.
To create a triggered action:
- In the Graphical Action Designer, under Record Actions, dragUpdate a Record action block on the page.
- In the Block tab, enter the following details:
Field | Description |
|---|---|
Field Name | Mandatory. A unique name for the triggered action business rule. In this example, select Symptom Description from the drop-down list. |
Field Value | Optional. Description of the field. In this example, enter description as Symptom description updated:Impact value updated from Medium to High |
- Click Save In the Common tab, enter the following details:
Field | Description |
|---|---|
Field Name | Mandatory. A unique name for the triggered action business rule,. In this example, select Symptom Description from the drop-down list |
Field Value | Optional. Description of the field. |
- Click Save.
- Click Add Rules. In the Events tab, enter the following details:
Field | Description |
|---|---|
Object Event | The trigger is based on one of the events or a combination of events, such as business object events (insert, delete, or update), In this example, select On Update. |
Field Event | The trigger is based on one of the field events (initialize or update). Select the field from the drop-down list. In this example, select On Update. |
Field | Value field. In this example, select Impact. |
Condition | Specifies when the business rule is evaluated. In this example, select is changed from as Medium. |
- Click
to select the condition change as is changed to and Closed from the Field drop-down list.
- Click Ok.
- From the incident workspace, select an active incident and modify the following fields:
Field | Description |
|---|---|
Status | Status of the incident. In this example, change the status to Closed. |
Resolution | Mandatory. Description of the Triggered action. |
Cause Code | Mandatory. Incident cause code. Select the Cause Code option from the drop-down list |
- Click Save.
Testing the Triggered Action Rule
In the incident page, select a record that is active. Change the impact severity from Medium to High. The Description field is automatically updated. In this example, the description field is updated as: Symptom description updated: Impact value updated from Medium to High.
