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


  1. 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


  1. Add a playbook: Choose to run an existing playbook every time the rule is triggered.

  2. Add Delay: This is used to set a time delay after which the rule will be executed.

  3. 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.

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Automation Rules

Modified on Sat, 31 Dec 2022 at 05:51 PM

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


  1. 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


  1. Add a playbook: Choose to run an existing playbook every time the rule is triggered.

  2. Add Delay: This is used to set a time delay after which the rule will be executed.

  3. 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.

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