Outbound trigger rules

One of the core functions of Case Exchange is automated data exchange between ITSMA Service Management and integrated systems. For example, Case Exchange can automate the following activities:

  • Opening records
  • Exchanging record updates between Service Management and integrated systems
  • Tracking the status of related records in Service Management and in integrated systems

SMA Service Management has a dedicated rule type in Rule Sets that can trigger Case Exchange between SMA Service Management and integrated systems. Use one of the following methods to invoke a Rule Set:

  • If Process Designer is implemented in SMA Service Management, invoke the Rule Set from workflows.
  • If Process Designer is not implemented in SMA Service Management, you must create a trigger and add the following API in the trigger's script:

    lib.CaseExchange_RuleExecute.executeSingleRuleSet(record,oldrecord,RuleSetID)

For more information about how to invoke a Rule Set, see the following section:

Invoke Case Exchange Rule Sets