Configuring Automation Rules for Catalog Searches

You can configure automation rules with conditional logic, trigger event types, and frequency schedules to apply tags according to metadata information. This menu in the Data Discovery module relies on defined specific results criteria to apply tags that can enrich the Data Catalog module, as well as manage terms for approval, rejection, or flagged for later review at a comprehensive scale.

To add a new rule group

  1. On the Data Discovery menu, select Setup > Automation Rules.

    The Automation Rules screen appears.

  2. Click the Add New Rule button.

    The Add New Rule modal appears.

  3. Enter a name for the new rule.

    Add New Rule modal
  4. Click the Add button.

    The Rule Details screen appears.

  5. Configure the rule's trigger, conditions, and actions, as necessary.

To configure the rule's trigger frequency

  1. In the Rule Details screen, click the selection field for Trigger Type.
  2. Select the Scheduled option. The Frequency setting appears.

  3. Choose your preferred frequency. Unique fields will populate for each choice to configure the specific date, time, or repetition of the trigger.


    Field
    Description
    Daily

    Requires:

    • Time of Day

    Weekly

    Requires:

    • Time of Day

    • Select Day of Action

    Monthly

    Requires:

    • Repeat Every

    • Time of Day

    • Day of the Month

    Yearly

    Requires:

    • Select Date

    • Select Time of Day

    One-Time Event

    N/A

  4. The Save button will not be available until you have completed all the fields on the screen.

To configure the rule's conditional logic

Saved Searches

  1. In the Rule Details screen, click the Add Saved Search Condition Block button.
  2. In the Select Saved Search field, choose from the available search options that are available from the Data Catalog module.
    Note:

    For more information about the Search menu, see Searching the Catalog.



  3. Optional: Click the Search Results button to open a new tab that will display the Data Catalog module's Catalog Search screen. You can create a new Saved Search that once created will be available in the automation rule's selection field back in the Rule Details screen.


  4. The Save button will not be available until you have completed all the fields on the screen.

Custom Conditions

  1. In the Rule Details screen, click the Add Custom Condition Block button.
  2. Configure a custom condition using the available tags, operators, and the desired values.


  3. Click the Add icon to stack additional custom logic that requires additional criteria. You can then add ANY or ALL conditions to specify more granular criteria before the rule is applied.


  4. The Save button will not be available until you have completed all the fields on the screen.

To configure the rule's actions

  1. In the Rule Details screen, locate the Actions section.
  2. Click the Select an Action field to choose from the available options.


    Field
    Description
    Apply Tags

    Populates an additional field to manage and add tags in the Assign Tag modal based on the prescribed conditions.

    For more information, see Assigning Tags.

    Unapply Tags

    Currently under public preview.

    Populates an additional field to select tags from the Assign Tag modal so they are unapplied if said tag was mistakenly applied (in bulk) to data assets.

    Approve Recommended Term(s)

    All terms will be approved.

    Reject Recommended Term(s)

    All terms will be rejected.

    Flag Recommended Term(s) for Review

    All terms will be flagged for later review.

  3. The Save button will not be available until you have completed all the fields on the screen.
  4. Click the Save button.


To track the status of actions taken from automation rules

To run a rule ad hoc

  1. On the Data Discovery menu, select Setup > Automation Rules. The Automation Rules screen appears.

  2. Click on an automation rule. The Rule Details screen appears.

  3. Click the Context Menu icon, then click Run Rule Now.


  4. The rule will now run with the current conditions and chosen actions.

To edit a rule

  1. On the Data Discovery menu, select Setup > Automation Rules. The Automation Rules screen appears.

  2. Click on an automation rule. The Rule Details screen appears.

  3. Click the Context Menu icon, then click Edit.
  4. Configure the rule as necessary, then click the Save button.

To deactivate a rule

  1. On the Data Discovery menu, select Setup > Automation Rules. The Automation Rules screen appears.

  2. Hover over the row of a rule to reveal the Context Menu icon.
  3. Click the icon, then select Deactivate.
  4. The automation rule will be deactivated.

To delete a rule

  1. On the Data Discovery menu, select Setup > Automation Rules. The Automation Rules screen appears.

  2. Hover over the row of a rule to reveal the Context Menu icon.
  3. Click the icon, then select Delete.
  4. The automation rule will be deleted.