---
alias: user-guide-create-event-rule
description: "This documentation outlines creating event rules to trigger actions based on system events"
---

# Create Event Rule

:lock: EventRule.**Create**

## Overview

**Event Rules** is an **Administration** entity that allows you to create an **Event Rule** with actions of type Notification or Rule. The created actions will only be executed when the event is triggered.  

## Setup

No specific setup is required other than to meet the preconditions of the transaction.

## Preconditions

* The **Alarm Management** module is properly licensed in the system.
* The name of the **Event Rule** must be unique.

## Sequence of Steps

### Step 1: Create Event Rule

1. Enter a unique **Name**. This field can be left empty if there is a **Name Generator** configured to provide unique names automatically.
2. Provide a **Description**.
3. Specify whether the rule is **Enabled** (defaults to `Enabled`).
4. Specify a valid **Entity Type** for which the rule applies. For example, Resource.
5. Specify a valid **Operation** for the **Entity Type**. For example, Clone.

    !!! note
        The Event Rule will react to the selected Entity Type and Operation.

6. Use the **Event Filter** to define the conditions of execution of the event rule. In the **Event Filter**, you must use a subset of [JSONata](https://jsonata.org/) expressions, as follows:
    * Equal/Not Equal Comparators ('='/'!=').
    * And/Or Boolean operators ('and'/'or').
    * Boolean values for ensuring a expression are always true or false ('true'/'false').
    * Quotation marks to define **Entity Type** values (e.g. "Dark Blue" or 'Soft Blue').
    * Reference to **Entity Type** properties without whitespaces (e.g. Color = 'Blue').
    * Reference to **Entity Type** with whitespaces or special characters (e.g. `Wheel color` = 'Blue')
    * Parentheses for precedence in compound expressions (e.g. Color = "Blue" and (Size = "Small" or Size = "Medium") ).

    !!! note
        When you use the Event Filter editor, the Create Event Rule wizard checks the syntax of the expression in real-time.

![Screenshot showing a UI for creating an event rule, with fields including "Create Event Rule" and a dropdown menu.](images/create_event_rule_01.png)

### Step 2: Actions

1. On the left panel :material-plus: as many **Event Rule** Actions as needed, and for each define the:
    * **Action Type** - Notification (default) or Rule.
    * If Rule:
        * Define an active **Rule** that has an **Event Rule** Scope.
    * If Notification:
        * Enter a **Title**. it is possible to add links to objects using the syntax available in the button. For example, the title: **Notification for [Resource {{Name}}]** will create a link to the specific **Resource** that triggered the event (name placeholder will be replaced by the name of the actual resource).
        * Enter the **Details** using the **Rich Text** editor.

        !!! note
            In the **Details** field you can also use the same syntax structure as above.

    * Select the **Type** of the Notification - values are taken from the `NotificationType` Lookup Table.
    * Select the **Severity** of the Notification - values are taken from the Lookup Table `NotificationSeverity`.
    * Select the **Assignment Type**:
        * **Employee** - for a particular Employee (an active Employee must be defined).
        * **Everyone** - for every Employee.
        * **Role** - for a particular Role (an active Role must be defined).
    * Select whether **Send Email to Assigned Party** is enabled (defaults to `False`). If enabled, the **Send Email to Distribution List** field must specify the distribution list that will receive the email notification.
    * Define the **Mode** of the clearance:
        * **Automatic** - the notification will be cleared by the system when the Valid To date/time is reached.
        * **ManualEveryUser** - every user must clear the notification.
        * **ManualSingleUser** - the first user will clear the notification for everyone.
    * In **Valid To** define the date up to which the clearance is valid. This field is mandatory for **Manual Every User** and **Automatic**, but optional for **Manual Single User**.

        !!! note
            You can use Shortcuts such as `@Today` or `@Now` in the **Valid To** field, which will be replaced by the date/time of the event when it occurs.

2. Select **Create** to complete the operation.

  ![Screenshot showing a UI with options for creating an event rule.](images/create_event_rule_02.png)