Manage entity rules#

Manage entity rules from the List of entity rules.

To get to the list of entity rules:

From the left sidebar, select Data configuration > Rules > Entity.

Go to Data configuration > Rules > Entity.#

Enable or disable a rule#

A rule must be enabled to run automatically against new entities.

When a rule is enabled, it executes automatically each time an entity is ingested or created. Any entity matching the rule’s criteria triggers the rule’s actions immediately, without manual intervention.

When a rule is disabled, it does not run on new data, but you can still trigger it manually to run against existing entities. See Manually run rules.

Enable#

To enable a rule, do one of the following:

From the list of rules

Locate the rule you want to enable.
Select More on the right of that rule.
Select Enable.

Enable a rule.#

From an open rule

Select a rule to open it, then select Enable.

Enable when creating rule

Select Enabled when creating a rule. See Create entity rules.

Disable#

To disable a rule, do one of the following:

From the list of rules

Locate the rule you want to disable.
Select More on the right of that rule.
Select Disable.

From an open rule

Select a rule to open it, then select Disable.

Manually run rules#

A rule never runs automatically against existing entities, regardless of whether it is enabled. To apply a rule retroactively to entities already in the platform — for example, after creating a new rule that should also cover historical data, or when the rule’s Run on new data option is disabled — run it manually.

To manually run rules:

Enable and run

When you enable a rule, a dialog box pops up asking if you want to run the rule now. Select Run now to run the rule now.

Select a rule to open it.
Select Enable.
In the dialog box that opens, select Run now.

Enable and run a rule.#

Run now

You can run a rule using the Run now option.

Select a rule to open it.
Select Run now.

Alternatively:

Select a rule to open it.
Select More > Run now.

When you manually run a rule, you can choose to match only data last updated within a specific time window. Under Match data last updated in, choose:

Past 7 days
Past 14 days
Custom — specify a custom date range.

The rule runs against entities whose data was last updated within the selected window.

Edit rules#

To edit a rule, do one of the following:

From the list of rules

Locate the rule you want to edit.
Select More on the right of that rule.
Select Edit.

From an open rule

Do one of the following:

Select Edit from the top right.
Select More > Edit from the top right.

Delete rules#

Caution

Deleting a rule is irreversible. You may want to disable a rule instead.

To delete a rule, do one of the following:

From the list of rules

Locate the rule you want to delete.
Select More on the right of that rule.
Select Delete.

From an open rule

Select a rule to open it, then select Delete.

Filter rules#

Filter by rule name

To filter by Rule name, enter an exact term (case-insensitive) to filter by in the Filter … field.

Filter menu

Select Filter to display the filter menu.

Here, you can filter rules by:

Category	Description
Status	Filter rules by whether they are Enabled or Disabled.
Source	Filter rules by Source criteria. See Create entity rules.