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.
Updated 23 days ago