Activate an alert rule to automatically create a proactive case from an alert

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Configure an alert rule to automatically create a proactive case when an incident is created from an alert that has one or more affected install base items.

    Before you begin

    Role required: evt_mgmt_admin

    About this task

    Note:
    This task is only applicable if you are using the integration with Event Management.

    Procedure

    1. Navigate to All > Event Management > Rules > Alert Management.
    2. Click Create Proactive Case.
    3. Select the Active check box.
    4. Click Update.
      When an incident is created from an alert that contains affected install base items, a case is automatically created. The case number is added to the Case field on the Alert form.