Administration Guide › Using Rules and Actions › Rules and Actions › Use a Predefined Action Type

Use a Predefined Action Type

You can select a predefined action type for your rule. If the conditions for a rule evaluate to true, the action that you defined runs.

Follow these steps:

1. Click the Policy tab, and then click the Actions & Rules tab.

   The Actions & Rules page appears.

2. Click the Actions tab.

   The Actions page appears.

3. Click + (Add new action).

   The Action Definition: New page appears.

4. Enter a meaningful name for the action in the Name text box, and select a predefined action type using the following menus:
   • Category - Product functional area filter. To list all action types, select All Categories.
   • Type - Available action types
   • Environment - Applicable platforms (for example, VMware vCenter or Microsoft Hyper-V)

   The Details section appears. The options that appear in the section depend on the action type that you selected.

5. Select one of the following settings in the Action Start drop-down menu:

   No Delay

   Specifies that the same action can be rerun immediately when a rule using that action is triggered again.

   Delay For

   Specifies the time in seconds that must elapse before the same action can be rerun when a rule using that action is triggered again.

   Note: The Action Start setting has no effect when the action is run by a scheduled job.

6. Select one of the following settings in the Action Completion drop-down list:

   No Wait

   Specifies not to wait for the action to complete before running succeeding actions in an action sequence.

   Wait No Longer Than

   Specifies to wait no longer than a specified value in minutes for the action to complete before running succeeding actions in an action sequence.

   Wait Indefinitely

   Specifies to wait for the action to complete. The succeeding actions in an action sequence run only after this action has been completed.

   Note: The Action Completion drop-down list appears only for long-running actions.

7. Complete the fields for the requested information.
8. Select the Help Desk Approval check box if the ticket requires approval by a third party.

   Note: CA SDM must be configured to use this option.

   The Ticket Types and Templates fields become enabled.

   Note: Actions that specify a help desk approval requirement cannot be used for action scheduling. If you need the same action for a scheduled action, create a second action that does not include the help desk approval requirement.

9. Select Auto close ticket on approval if you want to close the ticket automatically after it is approved.
10. Select a ticket type from the Ticket Types drop-down list. The following types are valid options, but depend on your configuration:
    • Default
    • Incident
    • Problem
    • Request

    The Templates drop-down list is updated with the templates associated with the ticket type you selected.

11. Select a template from the Templates drop-down list.

    The fields are populated with predetermined values depending on the ticket model you are using.

12. Click Save.

    A confirmation message notifies you that your save was successful.

    For testing purposes, you can run the action from the Actions page by selecting the action and clicking the Run action icon.