Integrating with CA Process Automation › How to Set Up Rules, Actions, and Processes for Approval and Fulfillment › CA Process Automation-Driven Fulfillment › CA Process Automation Complex Fulfillment Rules and Actions › Received or Order Cancelled Rules

Received or Order Cancelled Rules

The Received or Order Cancelled rules for use with CA Process Automation are as follows:

• When Category is Hardware and Status is Received or Order Canceled
• When Category is Software and Status is Received or Order Canceled
• When Category is neither Hardware nor Software and Status is Received or Order Canceled

When Category is Hardware and Status is Received or Order Canceled

This rule is launched when a request item status changes and these conditions are satisfied:

• old status <> 1007 - The old status is not Received (1007)
• old status = 1008 - The new status is not Order Cancelled (1008)
• 1007 <= new status <= 1008 - The new status is Received (1007) or Order Cancelled (1008)
• category = 1 – The service option element category is Hardware (1)
• rate_item_col = 0 - This service option element is the first service option element in its row of service option elements

This rule condition ensures that the rule is used only when a requested hardware item’s status is changed to Received or Order Cancelled.

When Category is Software and Status is Received or Order Canceled

This rule is launched when a request item status changes and these conditions are satisfied:

• old status <> 1007 - The old status is not Received (1007)
• old status = 1008 - The new status is not Order Cancelled (1008)
• 1007 <= new status <= 1008 - The new status is Received (1007) or Order Cancelled (1008)
• category = 0 – The service option element category is Software (0)
• rate_item_col = 0 - This service option element is the first service option element in its row of service option elements

This rule condition ensures that the rule is used only when a requested software item’s status is changed to Received or Order Cancelled.

When Category is neither Hardware nor Software and Status is Received or Order Canceled

This rule is launched when a request item status changes and these conditions are satisfied:

• old status <> 1007 - The old status is not Received (1007)
• old status = 1008 - The new status is not Order Cancelled (1008)
• 1007 <= new status <= 1008 - The new status is Received (1007) or Order Cancelled (1008)
• category > 1 – The service option element category is not None (-1), Software (0) or Hardware (1)
• rate_item_col = 0 - This service option element is the first service option element in its row of service option elements

This rule condition ensures that the rule is used only when a requested item’s status is changed to Received or Order Cancelled and the item’s category is not hardware or software.

Define CA Process Automation Action

For each Received or Order Cancelled rule, define a CA Process Automation action and associate it with the rule.

Each action uses the following values:

• Type – CA Process Automation
• Start Request Form (SRF) – click the Search icon and select your Check Availability SRF from the list
• Configuration Name – All the CA Process Automation multiple instances are listed. Select the CA Process Automation to create the process instance
• Parameters – When you select an SRF, the required input parameters are automatically listed. Either enter one or more custom values or select one or more values from the list.

When this action starts the Check Availability SRF, it passes the information necessary to assign a check availability task to the appropriate fulfillment user or group. Typically, you use the CA Process Automation process called by the SRF to set the status of the requested item to Check Availability (1001).