Rule List

The Action list with summary cards, scope tabs and one row per rule
Summary cards at the top show counts for All, Active, and Inactive rules, and the scope tabs under the table title (for example Domain (1) and Exception (4), each with a count) filter the list to rules of that type. Use the pencil icon on a row to open the rule and the trash icon to delete it.
The Rule Builder
Opening a rule shows the rule’s name and status (for example Verified), with Overview, Execution, and Audit tabs beneath it. The Overview tab holds a visual canvas with nodes connected top to bottom, representing the flow in the order it executes. A CANVAS / JSON toggle lets you switch between the visual builder and the underlying JSON definition for the same rule — useful for reviewing or hand-editing the exact configuration.
The rule canvas: a trigger node with its condition, followed by action nodes, and the settings panel for the selected node
Trigger
The first node defines what starts the flow (for example, Exception Created or SLA Breached). Selecting it shows:- Target entity — which entity type(s) the trigger applies to, or All target entities
- Conditions — one or more conditions that must all be met for the trigger to fire, added via + Add condition
Conditions
Condition nodes (e.g. If matches — “Entity Type equals Issue”) filter which records continue down the flow. Conditions support ELSE IF branches, so a single rule can route different outcomes depending on which condition matches — not just a single linear path.Actions
Action nodes run when the preceding trigger and conditions are satisfied. Examples seen in practice include:
Actions can run in sequence (as shown on the canvas) and additional nodes can be appended with the + control at the end of the flow.
Generate AI, Validate, and Save
Execution
Each rule has an Execution tab listing every run as a Workflow Execution, with:
The filter, sort, and search icons above the table narrow the list of runs.

The Execution tab listing workflow runs for a rule
Audit

The Audit tab of a rule: every create and update, with the acting user, client IP and device
Next Steps
Exceptions
Actions frequently target exception records — see how exceptions are structured.
Alerts
A common trigger source for Actions.