User Creation Rules

These rules help administrators to specify the attributes that should automatically be updated with predefined values whenever a user account is created. The creation rules also enable administrators to reactively update specific attributes while creating the user accounts. That is, using these rules, they can set up conditions which, on being satisfied in the user account being created, shall trigger auto-population of the desired attributes. Creation rules will not be visible to the technicians when they create user accounts.

Steps to create User Creation Rules

1. In the User Creation Templates page, click the Creation Rules button located in the top-right corner.
2. Click Create New Rule. You can choose a rule from the existing user creation templates or create new rules as needed.
3. To use an existing creation rule:
   • Click the Use Existing Creation Rules link.
   • In the pop-up screen, select the template containing the desired creation rules and click OK to add those rules in the new template.
   • You can also edit the rules already configured by selecting the Edit Field icon.
     Note: If no rule has been configured in any of the templates specific to the domain in which the new template that is being created belongs, this link will not be visible.
4. To configure a new creation rule:
   • In the Rule 1 section, click the Add Conditions link.
   • In the Conditions section, select the field that has to be checked, select the condition, and specify the value that it must be checked against.
   • Click the + icon to add another condition.
   • In the Assign Values section, select the fields and specify the values that the fields must be updated with if the conditions are satisfied. Click Add.
   • You can specify a custom name for this rule by clicking Rule 1 and typing in the required name.
5. To make things easier, you can duplicate rules. Click the icon and enter a name to duplicate the existing rule.
6. To prioritize the rules, click the icon , and drag and drop the rules to rearrange them.
   Note: The rule at the bottom of the priority list takes highest precedence for replacing the attribute value, because it is the one that gets executed last.
7. To import rules via CSV, click the icon in the top-right corner. You can also preview the file before importing it.
   Note: The first row of the CSV must contain the following headers: RuleName, LdapName, IsCondition, MatchCriteriaId, ProcessMatchCriteria, and Value.
8. To export rules via CSV, click the icon in the top-right corner.
9. You can also assign values to fields without evaluating any conditions. In the Assign Values section, select the required field from the list of fields in the Select Field drop-down menu, assign a value, and click Add to save this value.
10. To add another rule, click Add Rule located below Creation Rules, and follow the same steps listed above to create a new rule.
11. Click Save Template to save the rules.