Filters

Filters contain rules and conditions that let you make actions available (assign actions) to users. Set up rules and conditions before assigning actions to users.


Rules

Rules are composed of multiple conditions. You use rules to define when an action is assigned to a user.

Filter rule list

A list of your existing rules. You can use Find to filter the list by name or ID against a text string

To add a filter rule

  1. Use the context menu Add command.
  2. Enter details in the New Filter Rule dialog.
  3. Move conditions you want configured in this rule from the Available list to the Configured list.
  4. Click OK.

Fields and controls

Name. The display name of the rule, as it appears in the rule list.

Description. This field is only shown in the edition/creation wizard and allows you to specify additional information about the rule.

Filter Rule State. Toggles whether the rule is enabled or disabled. When disabled, the agent does not process actions using this rule even if they are assigned.

Available Conditions. These are the filter conditions available to be added to the rule. Note. The DateTime filter expects results in the format: YYYY/MM/DD HH:mm

Multiple values can be separated with semicolons (;) and ranges can be separated with hyphens. When specifying a range between two times on the same date, the date must be included in both ends of the range, for example: 1969/12/31 09:00-1969/12/31 17:00​

Configured Conditions. These are the conditions already added to the rule.

Note:

These conditions are AND statements, not OR statements. Adding multiple conditions requires them all to trigger for the filter to be considered triggered.


Conditions

Conditions are specific triggers which allow you to configure the circumstances under which the agent acts to assign a resource to a user.

Filter condition list

A list of your existing conditions. You can use Find to filter the list by name or ID against a text string.

To add a filter condition

  1. Use the context menu Add command.
  2. Enter details in the New Filter Condition dialog tabs, then click OK.

Fields and controls

Name. The display name of the condition, as it appears in the condition list and in the rule creation/edition wizard.

Description. This field is only shown in the edition/creation wizard and allows you to specify additional information about the condition.

Filter Condition State. Toggles whether the filter is enabled or disabled. When disabled, it will not appear in the rule creation/edition wizard.

Filter Condition Type. The type of filter condition type to use. See Filter conditions. Note: rules using the Always True condition will always trigger.

Settings. These are the specific settings for individual conditions. See Filter conditions.

Note:

When entering an IP address, you can either specify individual addresses or ranges.

If you specify a range, both bounds must be specified in full. Use the dash character (-) to separate IP range bounds (for example 192.168.10.1-192.168.10.5). Separate multiple ranges or addresses using the semicolon character (;) . For example, 192.168.10.1-192.168.10.5;192.168.10.8-192.168.10;192.168.10.17 is a valid value which includes the ranges .1-.5 and .8-.10, plus the individual address .17.

Filters