Creating and Editing Action in Edwin AI

Last updated on 02 September, 2024

Actions are a pre-configured set of sequential steps that are executed to achieve a desired outcome.  For example, to update an alert or create an incident in ServiceNow. For information on pre-delivered actions in Edwin AI, see Default Actions in Edwin AI.

Depending on the source, Actions are defined as:

  • Automatic actions that can be applied to events, ML records, and ServiceNow events. You can apply actions to alerts and insights, but not do any automatic processing.
  • Interactive actions that can be triggered by a user manually such as creating, assigning, or closing an incident.

Prerequisite

RoleDescription
ConfigurationCheck the Manage option. For more information on roles and permissions, see Edwin AI Roles and Users.

Procedure

  1. On the left-side pane, navigate to Actions.
    Tip: For info on navigating the actions page, see the Actions page
  2. Select Create Action. You will see a configuration page.
  3. On the configuration page, enter the details as follows:
    • Name: Enter a descriptive name that is easy to search.
    • Description: Enter a brief description of what the action can do.
    • Source: Select a source. For more information on available sources, see Configuration Parameter.
    • Sequence: Sequence is a collection of steps under one action that has an outcome. A list of actions under the sequence is executed to achieve an overall outcome.
    • Settings: General information and lifecycle configuration for the action in the step.
      • Name: Add a descriptive name for the step, for example, Set escalation to closed. Displays in the step sequence in the left panel.
      • Description: When needed, explain further what the step in the sequence does.
      • Execute: Select Add expression to add filters to run the action only if specified conditions are met. Select Add outcome to stop the action from running when specified conditions are met.
    • Mappings: Control data movement from the source record to the record created or updated by the selected action. Available options here depend on the selected action, see Configuration Parameters.
    • Advanced: In the Advanced tab you can use other configuration fields than the default ones.
  4. Select Submit to save all changes.
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