Action wizard - Configure case action

Create case actions enable the server to create cases in the Platform. For example, you can configure a case action that creates a new case of status "Open" for owner "SamSmith" when the related rule evaluates to True for a related asset.

How to configure Create Case actions

1.       Select the Owner to apply to new cases. An owner is required for new case actions. The most recently accessed users appear in the list.
If you do not see the owner you want, click More (shown at the bottom of the list) and, in the displayed Select a user list, select the user to apply as owner for this case.

2.       Select the Partner to apply for new cases. This selection is optional for new case actions.

3.       Select the Reason to apply for new cases. This selection is required for new case actions.

4.       Select the Priority to apply for new cases. This selection is required for new case actions.

5.       Select the Status to apply for new cases. This selection is required for new case actions.

6.       Type a description for this create case action, if desired. This is optional.

When you are finished, click Next to select the user groups with edit permissions for this action. If you click Finish, the action confirmation page appears. If you click Cancel and continue canceling, all information configured in this wizard is removed.

Tips

o        In the Axeda® Service application, Asset dashboard Rules module, you can view and enable or disable the rules configured for a specific asset.

o        The Service application, Asset dashboard Audit log module, shows a log of activity for the selected asset, including registration, actions run, alarms acknowledged, statuses, usage value setting, and more. Also, if you have privileges to the Administration application, you can search the Audit log for asset, Enterprise Server, and user activity.