Configuring new automation rules for Incident Management

You can configure rulesets for the Incident Management process. The set of rulesets is known as the automation library.

See Incident Management Process Automation rules components

Video: For more information about configuring new automation rules for Incident Management, see the following on videos Symantec Connect:

To configure a new automation rule for Incident Management

  1. In the Process Manager portal, click Admin > Process Automation.

  2. On the Available Services page, expand Incident Management and then click Service Dashboard.

  3. On the Automation Rules page, in the Service Dashboard: INCIDENT-MGMT section, locate the ruleset to which you want to add a rule.

  4. To the right of the ruleset, click the Actions symbol (orange lightning) and then click Add Rule.

    See Incident Management automation rules rulesets.

  5. In the Add Rule dialog box, in the How groups are evaluated area, select one of the following options:

    • All groups must be met to satisfy

      All created groups must have their conditions satisfied for actions to execute.

    • Any group satisfies

      Only one created group must have its conditions satisfied for actions to execute.

  6. Click Add Group.

  7. In the How conditions in this group are evaluated area, select one of the following options:

    • All conditions must be met to satisfy

      All conditions in the group must be satisfied for the group to be satisfied.

    • Any condition satisfies

      Only one condition in the group must be satisfied for the group to be satisfied.

  8. Click Add Condition.

  9. In the Add Condition drop-down list, select a condition for the rule.

    See Incident Management automation rules conditions.

  10. To narrow the parameters of the condition, select an option from each drop-down list that appears or type the information in the specified field.

  11. (Optional) Check Not to set a condition that inverts the selected condition so that the rule only executes if the condition is false.

    The Not operator applies only to the condition, not to the entire rule.

  12. Click the Plus symbol (blue plus sign) to add the condition.

  13. (Optional) To add another condition, repeat Steps 9 - 13.

  14. Click Add Action.

  15. In the Actions drop-down list, select an action to execute if the condition is met.

    See Incident Management automation rules actions.

  16. To narrow the parameters of the action, select an option from each drop-down list that appears or type the information in the specified field.

  17. Click the Plus symbol (blue plus sign) to add the action.

  18. (Optional) To add another action, repeat Steps 15 - 18.

  19. In the Disposition (on successful actions) area, select one of the following options:

    • Continue

      The containing ruleset should Continue and should run the next rule in the ruleset if a rule is satisfied and its actions run successfully.

    • Stop

      The containing ruleset should Stop and should not run the next rule in the ruleset if a rule is satisfied and its actions run successfully.

    The Disposition selection is only applicable to a rule if all conditions are met and all actions run successfully. If an error is generated during condition evaluation or action execution, the Disposition is ignored. In this situation, your selections in the Advanced section determine if the next rule should run.

    If the conditions in the rule are not met, the next rule always runs, regardless of your Disposition selections.

  20. (Optional) Click Advanced and select any of the following actions that you want to include in the ruleset:

    • Run next rule if condition fails to evaluate

      Lets you run the next rule if an error is generated during the evaluation of any condition.

      If this option is unchecked, the next rule does not run if an error is generated.

    • Run next rule if action fails to execute

      Lets you run the next rule if an error is generated during the execution of any action.

      If this option is unchecked, the next rule does run not if an error is generated.

  21. Click Save.

See Sending an email To Task Assignees

See About Incident Management

Imported Document ID: HOWTO84690
Legacy ID: v80937330_v88195926

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