Financial Management › Events and Notifications › Change Events › Define a Change Event

Define a Change Event

CA APM lets you define a change event to monitor a field and have the workflow provider (for example, CA Process Automation) notify you that the field value has changed. For example, you can define a change event on the Department field for a contact. You can define one or more change events for a single field.

Note: If your administrator has granted you the correct permissions, you can complete this task.

To define a change event

1. Click the tab and optional subtab for the event definition that you want to configure.
2. On the left, click CONFIGURE: ON.

   The configuration of the event is enabled.

3. In the Configuration Information area of the page, select an existing global or local configuration.

   Important! Global configuration changes affect all users, regardless of their role. Local configuration changes only affect users in the roles assigned to the selected configuration.

4. Next to the field, click the Event Configuration icon.

   The Events page for the selected field appears.

5. Click New.
6. Specify the information for the change event.

   The following fields require explanation:

   Event Type

   Select the type of event as a change event. After you select the event type and save the event, you cannot change the event type. If you select the incorrect event type when defining an event, delete the event and define it again using the correct event type.

   Event Cause

   Select the type of action that must happen to the field for the change event to occur. Supported event causes include when a field is changed, a record is added, and a record is deleted.

   Value Changed From

   Select the initial state of the field value for the change event to occur. Supported field value changes include the following options:

   • Any value. Any field value sets the initial state.
   • Blank. A blank field value sets the initial state.
   • Old value. A specific value sets the initial state.

   Value

   Available when you select Old value in the Value Changed From field. Enter a specific value to set the initial state.

   Value Changed To

   Select the final state of the field value for the change event to occur. Supported field value changes include the following options:

   • Any value. Any field value, except a blank value, sets the final state.
   • Blank. A blank field value sets the final state.
   • New value. A specific value sets the final state.

   Value

   Available when you select New value in the Value Changed To field. Enter a specific value to set the final state.

   Inactive

   Select this check box to indicate that the change event is inactive. When you make a change event inactive, no new notifications are created for the event. However, pending notifications are processed.

   Event Provider

   Select the workflow provider to notify users that the change event has occurred (for example, CA IT Process Automation Manager). When you select a provider, all available workflow processes for the selected provider appear in the Workflow Process field.

   Workflow Process

   Identifies the workflow process for the workflow provider. When you select a workflow process, all available process parameters for the workflow provider appear.

   • Notification and One Escalation–Notifies the initial recipient and sends a reminder email. If the recipient acknowledges the notification, the process marks the event as completed. If the recipient does not acknowledge in the specified time frame, the process escalates the notification to the escalation recipient. If the escalation recipient responds, the process marks the event as completed. If the escalation recipient does not respond, the process marks the event as failed.
   • Notification without ACK–Notifies the initial recipient and marks the event as completed. The recipient does not need to acknowledge the notification.
   • Notification without Escalation–Notifies the initial recipient and sends a reminder email. If the recipient does not acknowledge the notification within the specified time period, the process marks the event as failed. If the recipient acknowledges within the specified time period, the process marks the event as completed.
   • (Optional) Additional Process Types–Uses processes you defined in the workflow provider.

   Notification Parameters

   Specify each process parameter for the workflow provider by doing one of the following in each field:

   • Enter an actual (hard-coded) value.
   • Click Map Fields to map the parameter to a CA APM object attribute.
   • Enter an actual (hard-coded) value and, in the same field, click Map Fields to map the parameter.

   Note: Refer to the field tooltips for specific information about the format and content of each parameter field.

7. Click Save.
8. Click CONFIGURE: OFF.

   The configuration of the event is complete.