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:

1. In the Graphical Action Designer, under Record Actions, dragUpdate a Record action block on the page.

2. 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

3.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.

4.Click Save.

5.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.

6.Click to select the condition change as is changed to and Closed from the Field drop-down list.

7.Click Ok.

8.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

9.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.