---
title: "Auto Create"
slug: "auto-create"
updated: 2026-01-13T07:38:58Z
published: 2026-01-13T07:38:58Z
canonical: "help.symphonysummitai.com/auto-create"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Auto Create

You can configure the conditions based on which Problem Records (PRs) can be created automatically by the application. For example, you can configure values for the number of Incidents, Category, Classification, Source, and so on to define a condition that will automatically trigger the application to create PRs.

> [!NOTE]
> Note
> 
> All old configuration of the Auto Problem Record creation will be deleted post Denali SP1 upgrade. Hence, the Administrator needs to do configurations based on **Condition** and **Target** fields again.

### **Configure Auto Creation of PRs**

To configure auto creation of PRs, perform the following steps:

1. Navigate to **Problem** > **Configuration** > **Auto** **Creation Settings.**
2. Select the required **Department**.
3. Click **Auto Creation Settings.**
4. Specify the required information. For information about the fields on the **Auto Creation Settings** page, see [Field Description](/apex/docs/auto-create#field-description). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Auto_Creation_Details.png) Figure: Auto Creation Settings Details Page

#### **Field Description**

The following table describes the fields on the **Auto Creation Settings** Details page:

| **Field** | **Description** |
| --- | --- |
| **General** |
| Configuration Name | Select the Auto Creation Setting name. |
| Active | Indicates the status set for an Auto Creation Setting. - If selected, PRs are auto-created if the configured conditions are met. - If not selected, the configuration becomes inactive and no PR is auto-created even if the configured conditions are met. |
| **Condition Note:** The user must specify at least a value for **Workgroup**, **Classification**, **Category**, or **Priority**. |
| Workgroup | Select the Workgroup from the drop-down list. You can select multiple Workgroups based on the requirement. |
| Classification | Type in a Classification name and select the Classification from the search results. You can select multiple Classifications based on the requirement. |
| Category | Type in a Category name and select the Category from the search results. You can select multiple Categories based on the requirement. |
| Priority | Select the Priority from the drop-down list. You can select multiple Priorities based on the requirement. |
| Closed Code | Select the Closed Code of the Incident. |
| Configuration Items | Select the Configuration Items from drop-down list. |
| Consider Incidents in Last (Days) | Specify the days for the auto-creation of Problem Record. Only those Incidents are considered that were raised within the specified days. |
| Minimum No. of Incidents Matching Above Criteria | Specify the minimum no. of Incidents matching above criteria. |
| Resolved Incidents | Select this check box if only resolved incidents are to be considered for auto-creation of Problem Record . |
| **Target** |
| Source | Select the Source of the Problem Record. |
| Caller | Type in and select the Caller for the Problem Record. **Note:** - The **Caller** is not mandatory field when **Resolved Incidents** check box is selected on the **CONDITION** section. - When **Resolved Incidents** check box is selected on the **CONDITION** section and Caller is not specified, the Problem Record is logged in the name of the Analyst, who resolved the first Incident. |
| Workgroup | Select the Workgroup from drop-down list. **Note:** - The **Workgroup** field is not mandatory when **Resolved Incidents** check box is selected on the **CONDITION** section. - When **Resolved Incidents** check box is selected on the **CONDITION** section and Workgroup is not selected, the PR will be logged for the first Incident workgroup. |
| Classification | Select the Classification from the drop-down list for the Problem Record. |
| Category | Select the Category from the drop-down list for the Problem Record. |
| Impact | Select the Impact from the drop-down list for the Problem Record. |
| Urgency | Select the Urgency from the drop-down list for the Problem Record. |
| Priority | Select the Priority from the drop-down list for the Problem Record. |
| Risk | Select the Risk from the drop-down list for the Problem Record. |
| Problem Record type | Select the **Problem Record Type** as *Proactive* or *Reactive* from the drop-down list. |
| Symptom | Specify the Symptoms for the Problem Record. |
| Description | Specify the Description for the Problem Record. |
| Additional Users | Specify the Additional Users for the Problem Record. - Type in the user name and click ![Add Additional Users](data:image/png;base64,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) to add the user to the Additional Users list. - Select a user from the Additional Users list and click ![Remove Additional Users](data:image/png;base64,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) to remove the user from the Additional Users list. |

### **Example: Auto PR Creation Setting**

Example: Auto PR Creation Settings

| **General** |
| --- |
| Configuration Name | AUTO PROBLEM RECORD CREATION |
| Active | True |
| **Condition - Incident** |
| Workgroup | Server, Network, Exchange Workgroup |
| Category | Server, Network, Outlook |
| Classification | Issue |
| Priority | P1 |
| CI | CI 123 |
| Minimum No. of Incidents Matching Above Criteria | 10 |
| Consider Incidents in Last | 5 Days |
| Resolved Incidents | False |
| **Target - Problem Record** |
| Source | Phone |
| Caller | User |
| Workgroup | Server |
| Category | Server |
| Classification | Issue |
| Impact | High |
| Urgency | High |
| Priority | P1 |
| Risk | High |
| Problem Record Type | Reactive |
| Symptom | There is an issue in the server and it needs to be resolved ASAP. |
| Description | There is an issue in the server and it needs to be resolved ASAP. |
| Additional Users | Users |

1. Click **Submit.** The auto-create configuration is configured for the selected Department.

### **Actions**

This section explains all the icons displayed on the right-side panel of the **Auto Creation Settings Details** page.

#### Filters

Click **Filters** and specify the filter criteria to view the particular set of Auto Creation Settings. For information about the fields on the **Filters** pop-up page, see Field Description.

#### **Show List**

Click **Show List** or ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/show_list_icon.png) to display the **LIST** table showing all the **Auto Created** values configured for the selected Department.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Auto_Create_List.png) Figure: Auto Creation Settings List Page

**Auto Creation Settings ID** column in the **LIST** table displays the ID associated with every configuration.

- To edit a particular configuration, click the **Source**. Make appropriate changes and click **Submit**.
- To view the inactive configuration, click the **Include Inactive** check box.

> [!NOTE]
> Note
> 
> When the configuration values are displayed under the **LIST** table, the following actions are displayed on the **ACTIONS** panel.
> 
> - Click **Add New** to configure the **Condition** and **Target** fields based on which Problem Record can be created automatically.
> - Click **Export to Excel** to export the records displayed on this page to a Microsoft Excel Sheet.
> - Click **Export All** to export the all the records to a Microsoft Excel Sheet.