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

task australia Updated Sep 10, 2026 1 min read automate-case-creation-alert.md
Raw file servicenow.com

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.

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