Trigger conditions in a configuration item

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Trigger Conditions in a Configuration Item

    This guide outlines how to configure trigger conditions for profiles in Microsoft Defender for Endpoint within ServiceNow. Setting trigger conditions allows profiles to run automatically in response to specific security incidents, enhancing incident management efficiency.

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    Key Features

    • Automatic Profile Execution: Profiles can be set to run automatically when a security incident matches predefined trigger conditions.
    • Manual Profile Execution: If no trigger conditions are set, profiles can still be executed manually through the "Run EDR profile(s)" option on security incidents.
    • CI Field Usage: The integration primarily uses the Configuration Item (CI) field to match asset IDs with the ServiceNow CMDB.
    • Alternate CI Fields: Customers can select alternate fields on security incidents to identify endpoints, ensuring profiles run even when the CI field is not populated.
    • Capability Configuration: Alternate fields are applicable for certain capabilities, including retrieving host details and managing isolation.

    Key Outcomes

    By configuring trigger conditions and alternate CI fields, ServiceNow customers can ensure efficient endpoint identification and profile execution in response to security incidents. This leads to improved incident resolution and better data retrieval from Microsoft Defender for Endpoint, ultimately enhancing the security posture of the organization.

    After you create a profile and select the Microsoft Defender for Endpoint capabilities that you want the profile to run, configure the profile settings so that the profile runs only when a set of specific conditions is met.

    How to trigger conditions in a configuration item

    You can set trigger conditions so the profile runs automatically whenever a security incident is created that matches the trigger condition. If the trigger condition is not set, these profiles can be manually run by clicking the Run EDR profile(s) form on the security incident, and selecting the profile.

    By default, the integration uses the Configuration Item (CI) field on the Security incident. This value is used to match the IDs of your assets with the information stored in the ServiceNow AI Platform Configuration Management Database (CMDB). When a security incident is created, and a profile is run either automatically or manually, the CMDB is searched to retrieve the host name or IP address based on the value of the CI field. The host name or IP is used to resolve the Agent ID on Microsoft Defender for Endpoint to identify the endpoint.

    In an ideal scenario, a matching value is found in the database, and data is gathered from the Microsoft Defender for Endpoint console for the matching asset. The data for various capabilities are pulled into your ServiceNow AI Platform Configuration Management Database (CMDB) instance and displayed in the related lists of a security incident. When the Configuration item (CI) field is not populated on the security incident with a host name with or an IP address that matches the database, you can select an alternate field on the security incident that contains either the host name or the IP to perform the Agent ID resolution.

    During the configuration step of the profile setup, you can select an alternate CI field for endpoint identification to ensure that you are able to identify the endpoint on Microsoft Defender for Endpoint. You can select any field on the security incident as an alternate CI trigger field, including custom fields that you create. By selecting this alternate CI field as a backup, you ensure that your profiles run even if the CI field is not populated on the associated security incident on incident creation.

    Note:
    The alternate CI fields are considered only for capabilities that could be added to a profile. These capabilities include Get Host Details, Get Logged On Users, Isolate Host, and Remove Isolation. For all the additional actions, the alternate CI must be configured in the Default Settings module.