Manage Rules

Overivew

This guide walks you through the process of creating, configuring, and managing Rules within Sift.

Create a Rule

To create a Rule:

1. In Sift, click .
2. Click the Rules tab.
3. Click New Rule.
4. In the Rule name box, enter a name for the Rule.
5. Optional: In the Rule description box, enter a description for the Rule.
6. In the Asset name box, enter or select the name of the Asset that you want to associate with the Rule.
7. In the Asset tag name box, enter the name of an Asset Tag.

   This applies the Rule to all Assets associated with that Tag.

8. In the Input Channels list, select a Channel(s).
9. In the Expression box, enter an expression for the Rule.

   A Rule's expression refers to the logic that determines when the Rule should trigger. It is a required boolean statement that evaluates values from selected input channels. If the expression evaluates to true, the Rule's associated action is executed.

10. Click Save.

Edit a Rule

To edit a Rule:

1. In Sift, click .
2. Click the Rules tab.
3. In the Rules table, click the Rule to edit.
4. Click Edit.
5. Modify the Rule settings as needed.
6. Click Save.

Update a Rule

To update a Rule:

1. In Sift, click .
2. Click the Rules tab.
3. In the Rules table, click the Rule you want to update.
4. Click Edit
5. Edit Rule.
6. Click Save.
7. Optional: In the Version notes box, enter notes for the new Rule version.
8. Click Publish.

Archive a Rule

To archive a Rule:

1. In Sift, click .
2. Click the Rules tab.
3. In the Rules table, click the Rule to archive.
4. Click Archive.
5. In the Archive Rule box, click Archive.

View a Rule's versions

To view a Rule's versions:

1. In Sift, click .
2. Click the Rules tab.
3. In the Rules table, click the Rule to view its version history.
4. Locate the following section on the Rule's detail page: Version history.

Promote a Rule's version

To promote a Rule's version:

1. In Sift, click .
2. Click the Rules tab.
3. In the Rules table, click the Rule you want to update by promoting an older version.
4. Locate the following section on the Rule's detail page: Version history.
5. In the Version history table, find the row corresponding to the version you want to promote.
6. In that row, click View.
7. Click Promote to current.
8. Click Promote.