Create new case action

See Configure TotalAgility actions resulting from Microsoft Exchange events

Configure a Create new case TotalAgility action for an event against an item in the Exchange system. For example, set up a Create new case TotalAgility action for a NewMail event in the Exchange system.

Navigate to Integration > Exchange.

The Exchange page appears.
From the list of sites, click the Exchange site for which to configure the events.

The Edit Exchange site configuration dialog box is displayed.
Click  for Events.

The New Exchange event configuration dialog box is displayed.
On the Folder list, select the folder for which to configure the action. (Default: Inbox).
On the Event list, select the event for which to configure the TotalAgility action. (Default: NewMail)
On the Action list, select Create new case. (Default: Create new job)
In the Case field, select the case map on which to create a new case.

If the selected case map has any initialization parameters, the parameters appear under Initialization variables.
In the Case reference field, select a dynamic value, or click  and enter a static value.
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 under Events in the Edit Exchange site configuration dialog box. You can edit or delete the event.
Click Save.

When a folder is created in the Exchange system, TotalAgility creates a case on the selected process map at runtime and displays the correctly populated variables.