Overview

What It Does

The RootCause action creates a new RootCause record and associates it with a parent record (specified by domainName and domainKey). A RootCause captures why something happened - the underlying reason for a claim, incident, or loss.

Core Workflow

1. Creates RootCause Record: A new RootCause is created and linked to the parent record
2. Applies Field Mappings (optional): If autoFillMappingSetName is provided, copies field values from the parent record to the new RootCause
3. Sends Email Notification (optional): If sendEmail: true, notifies the parent record's owner using the specified emailTemplateId
4. Creates External Access (optional): If createExternalAccess: true, generates a secure link for external viewing

External Access - To Whom?

When createExternalAccess: true, the external access is created for the RootCause record itself, but the question of "to whom" depends on how the ExternalAccessType is configured.

The recipient is determined by the ExternalAccessType configuration, not by parameters on this action. The ExternalAccessType (specified by externalAccessTypeId) defines:

• Who receives the access link (configured user, role, or external party)
• What email template is used for the notification
• What permissions the external user has
• Whether a landing page is used

Common Use Cases:

Example: Complete Workflow

Scenario: A claim closes and you want to:

1. Create a root cause record
2. Copy relevant claim data to the root cause
3. Notify the claim owner internally
4. Send external access to the claimant for review

   {
     "actionType": "RootCause",
     "domainName": "Claim",
     "domainKey": 12345,
     "rootCauseTypeId": "15",
     "autoFillMappingSetName": "ClaimToRootCause",
     "sendEmail": true,
     "emailTemplateId": "42",
     "createExternalAccess": true,
     "externalAccessTypeId": "8",
     "revokeDate": "+30d"
   }

Result:

• RootCause record created, linked to Claim #12345
• Fields populated from claim via "ClaimToRootCause" mapping
• Email sent to Claim #12345's owner (internal notification)
• External access link created using ExternalAccessType #8 (recipient defined by that configuration)
• External access expires in 30 days
  
  

Summary