Automation Rules

This section allows you to create rules for your playbook as well as view the existing set of automation rules and relevant information. To set a new rule, just click on the New Rule button on the top right of the screen.

The onboarding rule creation screen opens.

You canset the following parameters for the rule:

Add trigger: Define a trigger that runs your automation. There are mainly three kinds of triggers:

User Status Changes
New User Added/Discovered In Zluri
The user Is Marked For Onboarding

Add attributes: This enables you to selectively run the automation based on the conditions that can be set from the list below:

Reporting Manager
User Designation
Last Active
User Account Type
Critical Apps Used
Primary Source
User Department
Role
Created At
Risk Level
Apps Used
Usage
User Status

Add a playbook: Choose to run an existing playbook every time the rule is triggered.
Add Delay: This is used to set a time delay after which the rule will be executed.
Save rule: You can save the rule once all the previous conditions have been set.

From the list of rules available, you can perform the following actions:

Edit/Delete a rule by clicking on the 3-dot option next to each rule.
You can change the status of a rule and set it to active/inactive by clicking on the toggle below the status column.

You can manually drag each rule by the arrow located next to the rule name to put it above/below a rule. This will help you set the Order of the rule.