> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.itential.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.itential.com/_mcp/server.

# Use Lifecycle Manager actions

> How to automate Lifecycle Manager actions using Operations Manager automations and triggers.

Although automations most commonly trigger workflow execution, they also work with many other Platform assets, including **Lifecycle Manager (LCM) actions**.

This page explains why LCM actions benefit from automation and how to automate them.

## Before you begin

Familiarize yourself with the following before proceeding:

* [Triggers](/itential-platform/operations-manager/triggers)
* [Lifecycle Manager overview](/itential-platform/lifecycle-manager/overview)
* [Lifecycle Manager resources](/itential-platform/lifecycle-manager/manage-resources)

## Why automate LCM actions

Lifecycle Manager actions are used to create new instances, update instance properties, and delete existing instances. You might automate these actions based on a schedule or in response to an API request.

### Example use case

Organization A manages its network intrusion detection system (NIDS) via LCM. It has created the following resource model and an accompanying instance to represent the NIDS:

```json
{
    "$id": "docs-nids",
    "description": "Schema defining the possible values within instances of resource model 'docs-nids'",
    "type": "object",
    "required": ["hostname","ipv4"],
    "additionalProperties": true,
    "properties": {
        "hostname": {
            "type": "string"
        },
        "ipv4": {
            "type": "string",
            "format": "ipv4"
        },
        "definitionsLastUpdated": {
            "type": "string",
            "format": "date-time"
        }
    }
}
```

The software developer publishes updates to the NIDS library of attack definitions daily. Organization A has developed an update action that checks the developer's website for these definitions and, if present, downloads them to the NIDS, updating the `definitionsLastUpdated` property in turn. Because this action runs daily, Organization A assigned it to an automation that runs via a schedule trigger.

## Create a lifecycle automation

#### Open the Create Automation modal

Click the **Create +** button at the top of the side navigation menu. The **Create Automation** modal opens.

#### Select Lifecycle

Select **Lifecycle** from the automation type dropdown menu.

#### Enter details

Enter a name and description for the automation and click **Create**. You are redirected to your newly created automation.

#### Select a resource

Select the LCM resource to automate from the **Resource** dropdown menu and click **Save Changes**.

![](/_fern-img/0453985edc2adaa227be4ac83ec57a1c90a05a0bd6ca7e3d0c4dec522d1f0d6b.webp)

Lifecycle automations are denoted in the side navigation menu by the **Run** icon.

![](/_fern-img/0cd509b13cc60c015b04c106cf32d34b455042c92d2495da825a6b8fa088d860.webp)

## Add triggers to a lifecycle automation

Lifecycle triggers generally follow the same conventions as [workflow triggers](./triggers), with a few notable exceptions.

### Action and target selection

Each trigger type runs the selected resource's actions against its instances or instance groups. Select the action to execute using the **Action** dropdown menu on the **Create Trigger** panel.

The available actions correspond to the create, update, or delete actions defined for the Resource Model in Lifecycle Manager. The behavior and targeting options vary depending on the action type you select. For more information, see [Types of actions](/itential-platform/lifecycle-manager/manage-resources#types-of-action).

#### Create actions

When you select a **create** action:

* Platform 6 automatically generates the instance name when the action executes.
* You cannot specify an instance description during the create process.
* You cannot assign the instance to an instance group during creation, but you can add it to a group afterward through Lifecycle Manager.
* Target selection is not applicable since you're creating a new instance rather than acting on an existing one.

#### Update actions

When you select an **update** action:

* You can specify either a target instance or instance group to update.
* Use the target selection options described below to determine which instances receive the updates.
* All properties defined in the Resource Model schema can be modified through the update action.

#### Delete actions

When you select a **delete** action:

* You can specify either a target instance or instance group to delete.
* Use the target selection options described below to determine which instances are removed.
* Deleted instances are permanently removed from Lifecycle Manager.

### Target selection options

After selecting your action, designate a target instance or instance group for update and delete actions. The different trigger types have varying levels of flexibility in how they handle targeting:

* **Schedule and event triggers** must have their target pre-determined as part of their configuration. This target does not change unless you edit the trigger.
* **Manual and API triggers** can select their target at runtime. To do this, toggle the **Choose target at runtime** switch on the Create Trigger panel. When enabled, manual triggers prompt you to supply target information via the Run Automation panel, and API triggers must query the desired target directly via the `targetType` and `targetIdentifier` parameters.

API triggers using runtime targeting require the following query parameters:

| Query parameter    | Data type | Description                                                                                                                                                                            |
| ------------------ | --------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `targetType`       | String    | The type of target. Valid values are `instance` and `group`.                                                                                                                           |
| `targetIdentifier` | String    | The target instance or group's identifier. Identifiers can be discovered by making a GET request to the `getResourceInstancesHttp` or `getInstanceGroupsHttp` endpoints, respectively. |

**Example request:**
`POST {iap_server}/operations-manager/triggers/endpoint/{route_name}?targetType=instance&targetIdentifier=665a42a06103515d676bae41`

For more information, refer to the [Itential API Reference](/itential-platform/api-reference/introduction).

### Input forms (manual and schedule triggers)

By default, lifecycle automations derive user input forms from the model of their associated resource. If you do not want to use an LCM-derived input form, you can select a pre-constructed form instead.

![](/_fern-img/503713603d83be3e524113785f3e1bbabe1a0a2a5992097e2d3e6cf3cb824ad7.webp)

### Trigger cards

Lifecycle trigger cards contain the following properties:

| Property        | Description                                                                                                                  |
| --------------- | ---------------------------------------------------------------------------------------------------------------------------- |
| **Type**        | The trigger type.                                                                                                            |
| **Action**      | The LCM action that the trigger executes.                                                                                    |
| **Target Type** | The type of target the action is executed against. Possible values are **Instance**, **Group**, and **Provided at runtime**. |