Adding Transactions to a Manage CMDB task

These options are only enabled if the transaction has run and are thus only available if the task is re-opened from the request.

Select Rerun transaction to enable a transaction which completed but failed to re-run on re-opening a Manage CMDB task.

Otherwise, select Skip transaction to ignore this transaction on re-opening a Manage CMDB task

For a Create Item transaction, use the button to specify a CMDB Item or Person template to use to create the new CMDB Item or Person.

Alternatively, select a request field from the multi-tiered pop-up list that corresponds to the CMDB Item or Person template to allow the system to determine which template to use based on the template specified in this field when the task runs.

For a Create Item transaction, specify the number of items you wish to add to the CMDB through the transaction. You can specify a particular quantity in this field by selecting Use field value. Alternatively, you can allow the system to determine the amount of items to create by selecting Create Items for each field value and selecting a field using the Quantity field selector button.

You can select “User” in the Quantity field to enable the system to create a request for each person selected in the User multi-value field on the request.

If Quantity is changed Create item for each field value is selected, then any item mapped to the Iterator entity will be removed from the Mapping Table. A warning will appear when change is attempted.

For a Create Item transaction, select this checkbox to add the item(s) created by the transaction to a specific field on the request. Click the field selector button to select the field

If the field specified is a single-select field (for example, an extensible field called Request CI) and the number of items created by the transaction is greater than 1, the first item created will be used to update the field value. If the field specified is a multi-select field (for example, Request Services), the items created will be appended to the values already existing for this field (if any).

For Create Link, Update Link, or Delete Link transactions, use the button to select the items to link, update the link details, or unlink.

Depending on the link type, Participant A assumes the first role in the link (that is, the Parent, Container, Peer A, or Summary), and Participant B assumes the second role in the link (that is, the Child, Component, Peer B, or Summarized item). After each selection, click Add to List to associate the item selection criteria with the transaction. To remove a criterion, select it in the list and click Remove.

For each transaction, you can set whether you want the transaction to fail if any errors occur.

At Fail this transaction if: select Error to fail the transaction if it encounters an error (such as if CMDB items to be updated cannot be found or if the fields you mapped cannot be updated).

The tables in these views are read-only and only populate after the task has run in a workflow.

Select Items to view a record of all successfully completed actions performed by the transaction.

Select Execution History to view the details of all failed actions performed by the transaction.

The messages associated with the action will indicate the success or failure of the action. For example, the message after an Update Item transaction is “CMDB Item/Person] [Item Ref/Person Name] updated successfully” if the action was successful, or “Unable to update [CMDB Item/Person] due to [Reason]”, if the action was unsuccessful.

The Execution History view at the task level shows both failed and successful transactions, while the same named view on the Transaction Details only shows failed transactions.