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:

1. 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

2. 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

3. Add a playbook: Choose to run an existing playbook every time the rule is triggered.
4. Add Delay: This is used to set a time delay after which the rule will be executed.
5. 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:

1. Edit/Delete a rule by clicking on the 3-dot option next to each rule.
2. 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.