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Neurons for ITSM Actions

Create Business Object

Reference documentation for using the Ivanti Neurons for ITSM Create Business Object action

Written By Support Channel

Last updated Over 1 year ago

Overview of the Create Business Object action

The Create a Business Object action enables you to dynamically create a new record of any business object within Ivanti Neurons for ITSM using the Create a Business Object API.

Purpose

Create a new record in a selected business object within Ivanti Neurons for ITSM using specified field values.

Parameters

1 Neurons for ITSM Instance
1 Business Object
Field Values

Output

Business Object

Understanding the Create Business Object action

The Create a Business Object action creates a new record for the business object provided. You will need specify the target system and values for the fields you want to populate.

Neurons for ITSM System

Select the Ivanti Neurons for ITSM system that the schema will be retrieved from.

Business Object

Specify the exact name of the business object. For example: Incident

Field Values

A list of field names and values to assign. These must match the field definitions in the selected business object. For example:

  • Subject: "I need help with my laptop"

  • Symptom: "my laptop does not turn on"

  • Status: "Active”

Working with the Create Business Object action

The action gives you full flexibility in what type of object you create. The values passed into the field mapping must match the data types and requirements of the business object schema. For example, link fields must use RecIDs, types used for picklists must match configured value types, and required fields must be populated to prevent creation errors.

Once the object is created, the action outputs the Business Object Record, which can be used later in the workflow to update or reference the newly created object.

Create and manage Create Business Object actions

Add a Create Business Object action

Add the action

Use the following steps to add the action to a workflow.

  1. Click the ‘plus’ symbol on the workflow path at the point you want to insert the action. This opens the action menu slide-over.

  2. Either:

    • Search for the action using the Search field above the actions in the menu.

    • Locate a Recently Used action in the top section of the menu.

    • Navigate to the action within menu: Core actions are listed under Actions, while Plugin actions are contained within their associated integration.

  3. Select the desired action to insert it. This reveals the action’s configuration panel.

  4. Use the Name field to name the action. This can help users to understand your workflow at a glance. (optional)

  5. Use the Description field to add information describing the action. This can help users wanting to understand how your workflow functions (optional).

Configure the action

Use the following steps to configure the action.

  1. Set values for the Neurons for ITSM System and Business Object.

  2. Click Add Fields to add a new field value.

  3. Click Select Field to open the list of record fields for the object.

  4. Select the field whose value you want to set.

  5. Add a value to the Right field. This can be a simple value such as a Number or Text string, or it can be the return value of an expression.

  6. Click + New Field Map to add further fields and value mappings, as needed.

  7. Click the X to the right of any unwanted field mappings to remove them.

  8. Click OK to complete setup of your new field value.

  9. Click back in the main view to hide the slide-over.

Delete a Create Business Object action

Use the following steps to remove the action from your workflow:

  1. Access the workflow in draft mode to edit it.

  2. Either:

    • hover your mouse cursor over the action, and then click the red cross that appears over the top-right corner of the action to delete it. Or:

    • click on the action to open the action slide-over. Click the red 'Delete Step’ button to remove the action from your workflow.

  3. Click Publish in the top-right to commit your changes.

Take care when deleting an action to also remove any logic using its outputs: workflow steps may function incorrectly or break if they attempt to evaluate an output of a deleted action.

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