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    Automations

    Streamline tasks with automatic policy assignment and condition-based automation

    Introduction

    Automations are used to streamline certain tasks. This includes automatically applying specific policies to devices based on their tenant, location, or group name. In the future, you will also be able to automate database tasks here.

    Policy Assignment

    Automatically apply policies based on device attributes like tenant, location, or group

    Condition-Based

    Define conditions to determine when and where automation rules should apply

    Add New Policy Automation

    In the navigation panel, click on Automations.

    1

    Define the name

    Give your automation rule a descriptive name

    2

    Select the category Policy

    Choose Policy as the automation category

    3

    Select the 'if' condition

    Determine what kind of data should match to decide whether the policy will be assigned or not

    4

    Enter the condition value

    For example, select the 'if' condition Tenant and enter the tenant's name your devices are in

    5

    Select the policy

    Choose the policy you wish to assign automatically

    6

    Click Confirm

    Save the automation configuration

    Now, if a device synchronizes with the backend and the data matches the condition, the defined policy will be automatically synced, including all sensors, jobs, and more.

    Automation Matching Priority

    When multiple automation rules exist, the system checks them in the following order. The first matching rule is applied, and all remaining conditions are skipped.

    PriorityCompared ValueDescriptionNotes
    1Device NameMatches the rule if the automation's expected result equals the device's name.Highest priority. Applied immediately when matched.
    2Tenant NameMatches if the automation applies to the device's tenant.Checked only if no device name rule matched.
    3Location NameMatches if the automation applies to the device's location.Checked after tenant-level rules.
    4Group NameMatches if the automation applies to a specific device group.Useful for organizing devices into logical groups.
    5Internal IP AddressMatches based on the device's internal network IP.Used for network- or subnet-based automations.
    6External IP AddressMatches based on the device's external (public) IP.Helps apply rules per site or shared internet connection.
    7DomainMatches the rule if the device belongs to the specified domain.Lowest priority; used as a fallback condition.

    Matching Logic

    • The system checks each condition in order from top to bottom.
    • As soon as a match is found:
      • • The corresponding policy is applied.
      • • The process stops; no further conditions are evaluated.

    Summary

    The priority follows this hierarchy:

    Device → Tenant → Location → Group → Internal IP → External IP → Domain

    This ensures that the most specific rules (e.g., device-level) override more general ones (e.g., domain-level).