To configure a new automation rule for Incident Management

1. In the Process Manager portal, click Admin > Process Automation.

2. On the Available Services page, expand Incident Management and then click Service Dashboard.

3. On the Automation Rules page, in the Service Dashboard: INCIDENT-MGMT section, locate the ruleset to which you want to add a rule.

4. To the right of the ruleset, click the Actions symbol (orange lightning) and then click Add Rule.

   See Incident Management automation rules rulesets.

5. In the Add Rule dialog box, in the How groups are evaluated area, select one of the following options:

   • All groups must be met to satisfy

   • Any group satisfies

6. Click Add Group.

7. Click Add Condition.

8. In the How conditions in this group are evaluated area, select one of the following options:

   • All conditions must be met to satisfy

   • Any condition satisfies

9. In the Add Condition drop-down list, select a condition for the rule.

   See Incident Management automation rules conditions.

10. Select an option from each drop-down list that appears or type the information in the specified field to narrow the parameters of the condition.

11. (Optional) Check Not to set a condition that inverts the selected condition so that the rule only executes if the condition is false.

    The Not operator applies only to the condition, not to the entire rule.

12. Click the Plus symbol (blue plus sign) to add the condition.

13. (Optional) Click the Plus symbol (blue plus sign) to add another condition. Repeat Steps 9 - 13.

14. Click Add Action.

15. In the Actions drop-down list, select an action to execute if the condition is met.

    See Incident Management automation rules actions.

16. Select an option from each drop-down list that appears or type the information in the specified field to narrow the parameters of the action.

17. Click the Plus symbol (blue plus sign) to add the action.

18. (Optional) Click the Plus symbol (blue plus sign) to add another action. Repeat Steps 15 - 18.

19. In the Disposition (on successful actions) area, select one of the following options:

    • Continue

    • Stop

20. (Optional) Click Advanced and select which of the following actions you want to include in the ruleset:

    Run next rule if condition fails to evaluate	If an error occurs during the evaluation of an incident's conditions, the ruleset continues to execute (if not checked, the ruleset does not execute).
    Run next rule if action fails to execute	If an error occurs while the condition executes, the ruleset attempts to continue executing.

21. Click Save.