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.