Manage Talk Automated Rules

View saved rules from the Automation Rules page.

When you create groups with automated rules, the rules are saved. From the Automation Rules page, view all the rules used in Talk, see rule statuses, view and edit any groups with duplicate names, delete rules, edit the draft of a rule that you have not finished creating, and see a list of groups for a rule.

For guidelines on working with attributes to define your rules, see How to plan for auto-generated groups and Guidelines for creating automated rules.

Guidelines

Note the following:

Rules that have already been created (no longer in draft state) cannot be edited.
When you delete a rule, the groups created by the rule and their content, including metadata about the users in those groups, are also deleted.
When there are changes to the attribute mappings, groups associated with rules using the attributes are automatically updated to reflect these changes after the next synchronization between the parent product and Talk.
A rule's status indicates its current state. Statuses include:
- Draft. Rule is in an unfinished draft state.
- In progress. Rule is in the queue to be executed or is currently running.
- Completed. Rule execution has finished.

To view, edit, and delete rules

From the Groups page, click Group Rules Dashboard. The Automation Rules page opens. Details about each rule display including the rule name, status, the last execution date, the date it was created, and the name of the user who created it. Any rules with group name conflicts display a caution . See To resolve group name conflicts.
To see a list of the groups created by a rule, click the rule's more menu and select View groups. In the view groups dialog, do the following as needed:
- On the Created Groups tab, hover over a group name to see details.
- Find a group by entering the name in the Search Groups field.
- Click the Errors tab to view and resolve conflicts with duplicate group names.
To edit a draft rule, click the rule's more menu and select Edit.
To delete a rule, click the rule's more menu and select Delete. You can only delete one rule at a time.
Note: When you delete a rule, the groups created by the rule are also deleted, along with group content.
In the search field, search for a rule by entering the name.
Click the search menu to filter the page to see only rules created or executed within a certain time period, by attribute name, or created by certain users.
Click Configure attributes to see the selected attributes for the rule.

To resolve group name conflicts

Talk group names must be unique. When you execute rules to create groups, the system automatically checks to see if groups with the same names already exist on the Talk tenant.

Rules with groups that have name conflicts are flagged on the Automation Rules page. From here, you open the Errors dialog to review and update the names to be unique.

Note the following guidelines:

If the updated name is also a duplicate, then you must edit the name until the system accepts it as unique.
You can review and change conflicting group names at any time.
Automated groups are not created until their names are unique.

To review and edit group name conflicts

Click a rule's caution .The Errors tab opens, showing a list of all the rule groups with names that already exist on the tenant.
If there are multiple groups with errors, in the Search Errors field, enter the name of the group you want to resolve.
Click the group's edit .
Edit the name and click the check mark .
- If the name is unique, it is moved from the Errors tab to the Created Groups tab.
- If the name already exists on the tenant, you are alerted to this. Continue editing the name until you enter and save a unique name.
Continue resolving group names as needed.
When you are finished, click X to close the dialog. You can return to the Errors tab at any time to continue resolving group names.