Create new job action
See Configure TotalAgility actions resulting from Microsoft Dynamics CRM events
Configure a Create new job TotalAgility action for events in the Microsoft Dynamics CRM system. For example, set up a Create new job TotalAgility action for the Create event in the CRM system. Similarly, you can set up a Create new job action for the other Dynamics CRM events like Update and Delete.
-
On the
Dynamics CRM page, click the CRM system for which to configure events.
The Edit CRM system configuration dialog box is displayed.
-
Click
for
Events.
The New CRM event configuration dialog box is displayed.
- On the Entities list, select an entity.
- On the Action list, select Create new job (default).
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Select the
Process map on which to create a new job.
If the selected process map has any initialization parameters, the parameters appear under Initialization variables.
- To map the metadata to initialization variables, in the Value field of each parameter, select a dynamic value, or enter a static value.
-
Click
Save.
The configured event appears in the Events dialog box. You can edit or delete the event.
You can also set up a Create New Job TotalAgility action for the Update and Delete events.
-
Click
Save.
When the entity instance is updated in Dynamics CRM, TotalAgility creates a job on the selected process map at runtime and displays the correctly populated variables.