Configure CI actions · SN Doc Reader

Configure the CI Action Framework to add a new CI action or modify an existing one.

Before you begin

Important:

Starting with the Brazil release, Microsoft Endpoint Configuration Manager for Investigation and Agent Client Collector for Investigation are being prepared for future deprecation. They will be hidden and no longer installed on new instances but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.

Role required: sn_cimaf.sn_cimaf_admin

Procedure

Navigate to All > Metrics and CI Actions Framework > Administration > Actions.

This table contains the list of all CI actions.

Create a CI action.

Select New to create a record.

You can also select an existing action record to modify the record.

On the Action form, fill in the fields.

Field	Description
Name	Name of the CI action.
CI Class	CI class for which the CI action is applicable, such as computer [cmdb_ci_computer].
Active	Option to activate the CI action.
Description	Brief description of the CI action.

Select Submit.

On the Action Role related list, add a role.

The Action Role related list contains the list of roles required to access and execute the CI actions.
1. Select New.
2. Choose a Role.
3. Select Submit.
On the User Criteria Action Inclusion related list, add a user criteria.

The User Criteria Action Inclusion related list contains the list of user criteria that are allowed to execute the CI action.
1. Select New.
2. Choose a User Criteria.
3. Select Submit.
On the User Criteria Action Exclusion related list, add a user criteria.

The User Criteria Action Exclusion related list contains the list of user criteria that aren’t permitted to execute the CI action.
1. Select New.
2. Choose a User Criteria.
3. Select Submit.
On the Action Configuration related list, create a record.

The Action Configuration related list contains a list of action configurations applicable to CI. You can create multiple configurations for a CI action based on different providers or CI class.
1. Select New to create a record.
  
  You can also select an existing action record to modify the action configuration record.
2. On the Action Configuration form, fill in the fields.

Field	Description
Name	Name of the action configuration for the CI action.
Provider	Provider for which you want to create the action configuration.
CI Class	CI class applicable to the action configuration.
Allow matching CI Class extension	Option to apply the configuration to the child of CI class, such as device or server.
CI Condition	Condition builder to configure the CIs where the action configuration is applicable.
Action Type	Action type that is used to execute the CI action. It can be a flow or a script.
Action execution flow	A flow that is used to execute the CI action.
Order	Sequence in which the configuration is applicable in case there are multiple configurations available for a CI action.Note: The first applicable adapter configuration that is based on the Order value is only considered for executing the CI action.
Duplicate request time limit (seconds)	Number of seconds during which the system helps prevent execution of duplicate action requests that have the same parameters as a request already in progress.

3. Select **Submit**.

On the Action Configuration Step related list, create or modify a record.

The Action Configuration Step related list contains the list of steps applicable for the action configuration.
1. Select New to create a record.
  
  You can also select an existing record to modify the steps record.
  
  A list of provider-specific action configuration tables is displayed, such as Agent Client Collector (ACC) Action Configuration and Microsoft Endpoint Configuration Manager (MECM) Action Configuration.
2. Select the provider for which you want to create an adapter configuration.
  
  For example, ACC Action Configuration for Agent Client Collector for Investigation.
3. On the Action configuration step form, fill in the fields.

Field	Description
Name	Name of the step that you want to create for the action configuration.
Active	Option to activate the action configuration step.
Sequence	Step sequence that is executed if multiple steps exist for an action configuration record.
Check definition	Check definition that is used for executing the command and handling its output. For example, remedial-action.Note: This is applicable only if the provider is Agent Client Collector for Investigation.
Command	Command that is executed.Note: This field is applicable only if the provider is Agent Client Collector for Investigation.
Action Input	Input parameters required by flow action.Note: This field is applicable only if the provider is Microsoft Endpoint Configuration Manager for Investigation.
Flow Action	MECM spoke flow action to perform the write operation on the MECM device.Note: This field is applicable only if the provider is Microsoft Endpoint Configuration Manager for Investigation.
Output Flow Action	MECM spoke flow action to look up the write operation response from the MECM server.Note: This field is applicable only if the provider is Microsoft Endpoint Configuration Manager for Investigation.
Validate	Option to validate the command.
Validation script	Script that is run to check if the command has a valid execution and output. Note: This field is visible only if the Validate option is selected.
Run	Values for how and when the command must be validated. You can select the following values:- Once: Validation must be run once. Poll: Validation must be run more than once. Note: This field is visible only if the Validate option is selected.
Polling count	Maximum number of times the validation is run for the command.Note: This field is visible only if Run field is set to Poll.
Polling interval	Time interval in which the validation must be rerun for the command execution.Note: This field is visible only if Run field is set to Poll.

8. On the Action Parameter related list, create a record.

The Action Parameter related list contains the list of parameters required to execute the CI action.

1.  Select **New** to create a record.

    You can also select an existing record to modify the parameter record.

2.  On the Action Parameter form, fill in the fields.

Field	Description
Type	Type of the parameter, such as integer or reference.Note: If you select reference, you must also specify the reference table.
Label	Name of the parameter.
Mandatory	Option to mark the applicability of the parameter as required.
Active	Option to activate the action parameter.
Default value
Default value	Default value of the parameter.
Choice list specification
Choices	Type of choice list that must be applicable for the parameter.Note: This field is enabled only if the Type field is set to Choice list.

3. Select **Submit**.

What to do next

You must configure the Remedial Actions Framework. For more information, see Configure the Remedial Actions Framework.

Parent Topic:Setting up Investigation Framework in Service Operations Workspace

title	Configure CI actions
description	Configure the CI Action Framework to add a new CI action or modify an existing one.
locale	en-US
canonical_url	https://www.servicenow.com/docs/r/it-service-management/service-operations-workspace/config-ci-action-fw.html
release	brazil
product	Service Operations Workspace
classification	service-operations-workspace
topic_type	task
last_updated	2026-09-10
reading_time_minutes	5
breadcrumb	Setting up Investigation Framework in Service Operations WorkspaceSetting up integrations in Service Operations Workspace for ITSMConfiguring Service Operations Workspace for ITSMService Operations Workspace for ITSMIT Service Management