Documentation forSolarWinds Service Desk

Automation Rule to Create Record

As an administrator, we are constantly monitoring all aspects of our SWSD. As incidents and/or changes are created, we hope to address and resolve them as seamlessly as possible. Therefore, we now provide the ability to automate a change creation. This can be triggered by an event such as the discovery of a new CI.

Benefits

  • Reduce the need to utilize APIs to create new objects
  • Increase use of automation rules to save time

How to begin?

  1. Navigate to your Setup Menu and select Service Desk.
  2. Click Automation Rules

  3. Select the icon to reveal the Add Automation Rule.
  4. Populate the mandatory fields and add relevant conditions.
  5. Scroll down to Actions
  6. Select Create Record

  7. From this form you must select the Record Type - Incident or Change.
  8. The Title has both a dynamic and static aspect. Notice the {{Title}} included in the default form. This ensures that the information will be pulled from the record that triggered the automation rule.
    1. Select to add variables such as Title, Site, Department etc.
    2. Manually add to the title to provide further details.
    3. Set predefined values from system and custom fields.

  1. Once you have populated all the mandatory fields, click Add Create Record.

Important to populate all mandatory fields or the Create Record Action will fail.

For more information on

Automations in your SWSD, please click here.