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
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
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Navigate to All > Event Management > Rules > Alert Management.
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Click Create Proactive Case.
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Select the Active check box.
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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.
38 lines · 1.4 KB
---
title: Activate an alert rule to automatically create a proactive case from an alert
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/automate-case-creation-alert.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure Proactive Customer Service, Extend capabilities, Configure, Customer Service Management]
---
# Activate an alert rule to automatically create a proactive case from an alert
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.
| title | Activate an alert rule to automatically create a proactive case from an alert |
| description | 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. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/automate-case-creation-alert.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configure Proactive Customer ServiceExtend capabilitiesConfigureCustomer Service Management |