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SkyVault Records Management 2.2 » Using Records Management » Automating the File Plan » Defining rules for a category or folder

Creating a rule

You can create rules for a category or folder, in much the same way that you might apply rules to your emails.
Note: If a category/folder already has rules applied to it (indicated by the icon) you can add new rules to it by adding to a set of rules.
  1. Click Manage Rules when you're in the folder or category you want to set rules for in the File Plan.

    Tip: You can also hover over a folder or category in the File Plan and click More then Manage Rules.
  2. Click Create Rules.
  3. Enter a name and a description (optional) for the rule.
  4. Select when the rule will be triggered:
    • Items are created or enter this folder: The rule will be applied to content that gets added to this category/folder. This includes any item that is copied to, created in, or uploaded to the folder.
    • Items are updated: When an item in this folder is modified, the rule will be applied to it.
    • Items are deleted or leave this folder: The rule will be applied to content that is moved out of the category/folder or deleted.

    Note: A rule can have more than one event, condition, and action. Click the + or - icons to add or remove rows.
  5. Select if the rule will be applied If all criteria are met, Unless all criteria are met, or both.

    Here are 3 examples of conditions that you could apply to trigger a rule:

    • The rule is applied if the record title contains the word 'urgent' (If all criteria are met)
    • The rule is applied if the record title does not contain the word 'urgent' (Unless all criteria are met)
    • The rule is applied if the record title contains the word 'urgent', unless the record was created before a specified date (If all criteria are met and Unless all criteria are met)
  6. Select criteria for which content the rule will apply to, and remember that you can use the + and - icons to add and remove extra criteria.

    Note: Selecting Show more on these menus displays the Select property screen where you can select additional properties. Click the folders on the left of the screen to show the properties they contain on the right of the screen. Selecting Show in menu selects that property and adds it to all criteria menus when setting up the current rule.
  7. Select the action you want performed when the conditions are met.

    When you've selected an action you might need to select further options, for example if you select to reject items click Reject to specify a reason.

    Tip: If you select File to, Copy to, or Move to you need specify a destination Record Folder. You can click Select to choose an existing folder, or you can type in a Path to Record Folder, for example /category/category/folder, or a combination of the two. Select the Create Record Path option to ensure that the specified path is created if it doesn't already exist. It won't be created if it doesn't fit the File Plan structure.

    There are also extensive autocomplete options.

    If you select Execute script then scripts are only available if they've been set up by your SkyVault administrator in Repository > Data Dictionary > Records Management > Records Management Scripts.

  8. Select additional options:
    • Disable rule: Switch off the rule.
    • Rule applies to subfolders: Apply the rule to this category and all its subcategories and subfolders.
    • Run rule in background Lets you continue working while the rule is running. You can also select an action to run if an error occurs with the rule. These actions are the same as the Execute script action, and are set up by your SkyVault administrator.
  9. Click Create, or Create and Create Another to save this rule and start creating another.
  • Rules autocomplete options If you type part of a record property at any place in the path then autocomplete options are displayed.
Parent topic: Defining rules for a category or folder

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