Working with Escalation Policy › How to Create Escalation Policy › Create Escalation Actions › Create a CA Process Automation Form or Process Execution Action

Create a CA Process Automation Form or Process Execution Action

You can create an escalation action that automatically runs a CA Process Automation form or process when associated escalation policy criteria is met.

CA Process Automation processes can have an associated form that lets you enter all information required for the process to run. For CA Process Automation processes with associated forms, you can select the process and populate the required parameters in the escalation action. You must manually enter the process name and required parameters and values for processes that do not have an associated form. For more information about CA Process Automation forms and processes, see the CA Process Automation documentation. The documentation is provided on the CA SOI bookshelf.

Follow these steps:

1. Perform one of the following actions:
   • Click New on the Actions tab of the Alert Escalation Policy Editor dialog while defining an escalation policy.
   • Select Tools, Escalation Policies and Actions, and click on the Actions tab of the Escalation Policies and Actions dialog to create an action independent of an escalation policy.
2. Select Execute Automated Process from the Action Type drop-down list.

   The CA Process Automation fields appear.

3. (Optional) Select the Enabled option if you want the action to be available now.
4. Complete the following fields:
   • Enter an action name in the Action Name field.
   • (Optional) Enter an action description in the Description field.
5. If you are using CA Process Automation with SSL, configure the SSL connection with CA Process Automation.
6. Do one of the following:
   • If you want to use an available CA Process Automation process with a form, see Use a Process with an Associated Form.
   • If you want to enter a CA Process Automation process manually, see Use a Process without an Associated Form.