Trigger Rules

How to set the rules of a trigger. You must have the Administrator and Triggers Manager user roles assigned to access these settings.

The trigger rules that are available to use are based on the trigger event and can be generic, like name, or specific to the person type, like employee department.

Any rules that are specific to a person type, will appear for all events with that person type and location level rules, e.g. Total People On-site, and time-specific rules, e.g. Day of the Week, appear for all events.

Some rules will be hidden if some features in your account have not been enabled, e.g. the Brivo integration, and other rules will not be applicable without using other features, e.g. induction management.

Triggers with no rules

Important: You do not need to have a rule for your trigger to activate.

Rules are used to narrow down the Trigger Event to more specific scenarios. If you do not have any rules, the trigger will activate every time the trigger occurs. E.g. If you want your Security Manager to be informed every time a Service Provider signs in, you can set up a trigger with no rules to achieve this.

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Creating Rules

When creating most rules, there are three parts; the rule, the condition, and the value.

The rule – The actual rule to be applied, e.g. Host Name, Organization, etc.

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The condition – If the rule is inclusive, exact, exclusive, etc, of the value.

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The value – The specific attribute that is being checked by the rule.

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You can create multiple rules for one trigger and these can be set under the ALL or ANY sections. You can set rules under both sections for more specific rules. If you are only setting one rule, the section does not matter.

Match ALL

Rules set under the Match ALL section must all be true for the trigger to activate. If any rules are not met, the trigger will not activate. You can use these to create a very specific trigger.

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Match ANY

Only one rule set under the Match ANY section must be true for the trigger to activate, as long as any rules set under the Match ALL section are met. You can use this to create broader rules which apply to multiple situations.

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