Assign a task template from an alert rule

When configuring or modifying an alert rule, you can assign a task template from the template library or create a task template.

Before you begin

Role required: evt_mgmt_admin

About this task

Task templates that you create are added to the task template library. Within an alert rule, you can assign an existing task template from the template library to the rule, or you can create a new task template. In the latter case, relevant fields defined in the alert rule automatically populate the corresponding fields in the task template with values.

Procedure

  1. Navigate to Event Management > Rules > Alert Rules.
  2. Click the existing alert rule that you want to modify or click New.
  3. Fill in the fields, as required. For more information, see Create or edit an alert rule.
  4. In the Action tab:
    1. In the Task template field, click the search icon.
    2. In the Task Templates screen, either select an existing task template from the list or click New. If you clicked New, the User and Table fields are automatically populated with values from the existing alert rule. The Active option is also automatically selected.
    3. In the Short description field, enter the description of the template.
    4. In the Template field, specify the field and its corresponding value to add to the task. Repeat this, as required. This content automatically populates records based on this template.
    5. Click Submit. The new task template is automatically assigned as the value for the Task template field of the alert rule.
  5. Click Submit.

Example

Assume that there is an alert rule named InfoTest. This example describes how to create a task template from within the InfoTest alert rule.
  1. Navigate to Event Management > Rules > alert rules.
  2. Click the InfoTest alert rule.
  3. In the Action tab:
    • Select Auto open.
    • In the Type field, select Incident.
    • In the Task template field, click the search icon.
    • In the Task Templates screen, click New. The User and Table fields are automatically populated with values from the existing alert rule. The Active option is also automatically selected.
    • In the Short description field, enter the subject line that must appear in the email notification.
    • In the Template field, specify the required fields and corresponding values.
    • Click Submit. The new task template is automatically selected for the Task template field.
  4. Click Submit.