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 Simple Fulfillment Rule and Actions

CA Process Automation Simple Fulfillment Rule and Actions

There is one rule associated with the simple fulfillment process used for CA Process Automation: When Status is Pending Fulfillment.

Important! If you enable this rule, verify that all other fulfillment rules are disabled; otherwise, requests pending action may be duplicated.

When Status is Pending Fulfillment Rule

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

• 800 <= old status <= 999 – The old status is in the approved range
• new status = 1000 – The new status is Pending Fulfillment (1000)
• 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 request first enters the fulfillment phase.

Define CA Process Automation Action

Define a CA Process Automation action for simple fulfillment and associate it with this rule.

This action uses the following values:

• Type – CA Process Automation
• Start Request Form (SRF) – click the Search icon and select your simple fulfillment 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 Fulfillment (SRF), it passes the information necessary to assign a fulfillment needed task to the appropriate fulfillment user or group. Typically, you also use the CA Process Automation process called by the SRF to set the status of the requested item to Pending Fulfillment (1000).