Cherwell Configuration
Create an AlertOps API User
This user id will be used in AlertOps to call Cherwell.
LoginID: alertopsapi
Security Group: IT Service Desk Manager
Workgroup Membership:1st Level Support, 2nd Level Support, 3rd Level Support, IT Management
Create an AlertOps REST API Client
This will be the key which AlertOps uses to call Cherwell.
AlertOps Configuration
Outbound Integration
Add Cherwell Fields to the Standard Template
Add a field:
Name: Cherwell Rec ID
Data Type: ShortString
Attribute Group Name: Cherwell (create the group)
Create an Outbound Integration
Configure the Security
The Client ID and the api_key (in the login url) are both the Client Key from the Cherwell REST API AlertOps client. The segment of the Login URL which precedes the /CherwellAPI segment are your Cherwell instance domain path. Enter the Cherwell AlertOps API user name and password.
Add the Create Incident Method
The Content Data:
{
"busObId": "6dd53665c0c24cab86870a21cf6434ae",
"busObPublicId": null,
"busObRecId": null,
"fields": [
{
"dirty": true,
"displayName": "Created By",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:290114239acc43cd92a7ee58acdc1da2",
"name": "CreatedBy",
"value": "AlertOps API"
},
{
"dirty": true,
"displayName": "Created By ID",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:7605ee2ee7014f6999aa4f9280a9fdf9",
"html": null,
"name": "CreatedByID",
"value": "9440683ac66a9cf7095d8340189dd75685b30c1333"
},
{
"dirty": true,
"displayName": "Status",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:5eb3234ae1344c64a19819eda437f18d",
"html": null,
"name": "Status",
"value": "New"
},
{
"dirty": true,
"displayName": "Service",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:936725cd10c735d1dd8c5b4cd4969cb0bd833655f4",
"html": null,
"name": "Service",
"value": "Web Services"
},
{
"dirty": true,
"displayName": "Category",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:9e0b434034e94781ab29598150f388aa",
"html": null,
"name": "Category",
"value": "Internet"
},
{
"dirty": true,
"displayName": "Subcategory",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:1163fda7e6a44f40bb94d2b47cc58f46",
"name": "Subcategory",
"value": "Submit Incident"
},
{
"dirty": true,
"displayName": "Description",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:252b836fc72c4149915053ca1131d138",
"name": "Description",
"value": "<>"
},
{
"dirty": true,
"displayName": "Impact",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:ae05c132527e48bd95d063c445622df7",
"name": "Impact",
"value": "Company"
},
{
"dirty": true,
"displayName": "Urgency",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:29d741aae8bf461f8aafa3c9eb4dc822",
"name": "Urgency",
"value": "High"
},
{
"dirty": true,
"displayName": "Priority",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:83c36313e97b4e6b9028aff3b401b71c",
"name": "Priority",
"value": "1"
},
{
"dirty": true,
"displayName": "Customer ID",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:933bd530833c64efbf66f84114acabb3e90c6d7b8f",
"html": null,
"name": "CustomerRecID",
"value": "93d66e8328ce6d962fdddc46d989bd536dcdfdffb0"
},
{
"dirty": true,
"displayName": "Short Description",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:93e8ea93ff67fd95118255419690a50ef2d56f910c",
"html": null,
"name": "ShortDescription",
"value": "<> <>"
}
],
"links": [],
"errorCode": null,
"errorMessage": null,
"hasError": false
}
The Response Data:
{
"busObPublicId": "<>",
"busObRecId": "<>"
}
Add the Resolve Incident Method
Content Data:
{
"busObId": "6dd53665c0c24cab86870a21cf6434ae",
"busObPublicId": "<>",
"busObRecId": "<>",
"fields": [
{
"dirty": false,
"displayName": "RecID",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:fa03d51b709e4a6eb2d52885b2ef7e04",
"html": null,
"name": "RecID",
"value": "<>"
},
{
"dirty": true,
"displayName": "Status",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:5eb3234ae1344c64a19819eda437f18d",
"html": null,
"name": "Status",
"value": "Resolved"
},
{
"dirty": true,
"displayName": "Closed Date Time",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:11b6961ee55048b9a7240f7e2d3a2f8d",
"html": null,
"name": "ClosedDateTime",
"value": "<>"
},
{
"dirty": true,
"displayName": "Closed By User ID",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:9339fc404e39ae705648ab43969f29262e6d167606",
"html": null,
"name": "ClosedByID",
"value": ""
},
{
"dirty": true,
"displayName": "Owned By ID",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:9339fc404e39ae705648ab43969f29262e6d167606",
"html": null,
"name": "OwnedByID",
"value": "9440683ac66a9cf7095d8340189dd75685b30c1333"
},
{
"dirty": true,
"displayName": "Close Description",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:93408334d3c89b364bf3b14933a74db085d0b47824",
"html": null,
"name": "CloseDescription",
"value": "<>"
},
{
"dirty": true,
"displayName": "Cause",
"fieldId": "BO:6dd53665c0c24cab86870a21cf6434ae,FI:93da4900c37a84f3b9f43c48d1aa05b2b514bc0519",
"html": null,
"name": "Cause",
"value": "Outage"
}
],
"links": [],
"errorCode": null,
"errorMessage": null,
"hasError": false
}
Add the Add Journal Note Method
Content Data:
Leave blank, you will override the content data in Workflows.
Workflows
Create Cherwell Incident Workflow
For the Outbound Action, choose the Outbound Integration Create Incident action.
Resolve Cherwell Incident Workflow
For the Outbound Action, choose the Outbound Integration Resolve Incident action.
Add Cherwell Incident Journal Note on Assignment Workflow
For the Outbound Action, choose the Outbound Integration Add Journal Note action.
Message Text:
{
"parentBusObId": "6dd53665c0c24cab86870a21cf6434ae",
"parentBusObRecId": "<>",
"relationshipId": "934d819237a4ec95ae69394e539440a17591e9d490",
"fields": [
{
"fieldId": "BO:93412229b83eaaff2558214509a09c332117c70cf9,FI:93412229b89dadbf8dd91c4e5497d1c83d73c6de81",
"name": "JournalTypeID",
"value": "934d8181ba9d3a6a506d7643e1bc71f70fa9b47412",
"dirty": true
},
{
"fieldId": "BO:93412229b83eaaff2558214509a09c332117c70cf9,FI:93412229b86b8c228bf6ef4380932b030f30fdb408",
"name": "JournalTypeName",
"value": "Journal - Note",
"dirty": true
},
{
"fieldId": "BO:93412229b83eaaff2558214509a09c332117c70cf9,FI:9341223bbcef1e2b8dfa6048a2bb4be1e94bad60ac",
"name": "Details",
"value": "Assigned to <>.",
"dirty": true
}
]
}
Escalation Rules
Add the Cherwell Workflows to any Escalation Rule.