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Add new feature for Case Management auto-close and auto-escalation #29120

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Original file line number Diff line number Diff line change
Expand Up @@ -44,7 +44,7 @@ You can also create cases manually from the following products:
Configure the following products to automatically create cases:
| Product | Instructions |
| ------ | ----------- |
| Monitors | Navigate to the [Project Settings page][4], click **Integrations** > **Datadog Monitors**, and click on the toggle to get your @case-<project_handle>. <br><br> When creating a monitor, include `@case-{project_handle}` in the **Configure notifications and automations** section. Cases are automatically created when the monitor transitions to a different status. To only create cases for certain monitor transitions, use [conditional variables][3]. As an example, to create cases only when a monitor triggers, wrap the `@case` mention with `{{#is_alert}}` and `{{/is_alert}}`. |
| Monitors | Navigate to the [Project Settings page][4], click **Integrations** > **Datadog Monitors**, and click on the toggle to get your @case-<project_handle>. <br><br> When creating a monitor, include `@case-{project_handle}` in the **Configure notifications and automations** section. Cases are automatically created when the monitor transitions to a different status. To only create cases for certain monitor transitions, use [conditional variables][3]. As an example, to create cases only when a monitor triggers, wrap the `@case` mention with `{{#is_alert}}` and `{{/is_alert}}`.<br><br> Toggle on **Auto-close cases when the monitor group resolves** to reduce manual cleanup.|
| Event Management (Correlations) | In Event Management, correlations configured to aggregate events from Datadog and third-party sources automatically create cases. |
| Workflow Automation | 1. In a new or existing workflow, add a step in the Workflow builder and search for "Case Management."<br> 2. Select the **Create Case** action.<br> 3. If the workflow is configured to run based on a monitor or security signal trigger, add the relevant workflow triggers and ensure that you've added the workflow handle to the desired resources. For more information, see [Trigger a workflow][6].|
| Error Tracking | In Error Tracking, cases are automatically created when an issue is commented on or assigned. |
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Original file line number Diff line number Diff line change
Expand Up @@ -44,13 +44,10 @@ To get notified when a new case is created, create a view:
| PagerDuty | Select a service. |
| Webhooks | Select the name of a webhook. |



## Third party tickets
In Project Settings, you can manage membership, configure the auto-closing of cases, and set up third-party integrations like Jira and ServiceNow.

### Jira

{{% collapse-content title="Jira Configuration" level="h4" expanded=false %}}
{{< img src="/service_management/case_management/settings/settings_jira.png" alt="Jira configuration options for case management settings" style="width:100%;" >}}

1. Ensure the Jira integration is configured.
Expand All @@ -71,9 +68,9 @@ In Project Settings, you can manage membership, configure the auto-closing of ca
- Only cases using the core statuses of "Open", "In Progress" and "Closed" can sync with Jira.
- Two-way syncing requires [webhook support][3].
- Available for Jira Cloud, not Jira Data Center.
{{% /collapse-content %}}

### ServiceNow

{{% collapse-content title="ServiceNow Configuration" level="h4" expanded=false %}}
1. Configure the ServiceNow integration by following the [ITOM and ITSM setup instructions][2].
1. In Case Management project settings, enable ServiceNow for manual ServiceNow incident creation from the project.
1. Select a ServiceNow instance and assignment group.
Expand All @@ -89,6 +86,17 @@ In Project Settings, you can manage membership, configure the auto-closing of ca
1. Save changes.

**Note**: A case can only be synced with one external resource at a time, per project. To enable ServiceNow syncing, Jira automatic creation and syncing must be disabled. Only cases using the core statuses of "Open", "In Progress" and "Closed" can sync with ServiceNow.
{{% /collapse-content %}}

## Incident auto-escalation

Manual incident declaration during high event volumes can cause delays and increase risk exposure during critical situations. Incident auto-escalation from Cases allows you to automatically declare incidents when cases match your defined criteria, removing the need for manual intervention.

Navigate to the [Project Settings page][4], click **Integrations** > **Datadog Incidents**, and toggle on **Auto-escalate cases to Incidents**.

{{< img src="/service_management/case_management/notifications_integrations/case_auto_escalation.png" alt="Case Management settings page showing incident auto-escalation configuration" style="width:70%;" >}}

When enabled, any case that meets your specified query criteria (at any point in its lifecycle) automatically triggers an incident, enabling faster response times for your team.

## Further Reading

Expand All @@ -97,3 +105,4 @@ In Project Settings, you can manage membership, configure the auto-closing of ca
[1]: https://app.datadoghq.com/cases/settings
[2]: /integrations/servicenow/#itom-and-itsm-setup
[3]: /integrations/jira/#configure-a-jira-webhook
[4]: https://app.datadoghq.com/cases/settings
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