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Automation Rules

Automation Rules provide administrators with a powerful tool to automate the process of matching and merging entities across datasets. These rules can be configured to execute automatically and apply predefined criteria for identifying and acting on potential duplicates or equivalents.

When to Use Automation Rules

Automation rules are useful when:

  • Automatically matching or merging entities based on specific criteria.
  • Handling large volumes of data where manual review is impractical.

Accessing the Automation Rules Configuration

To manage Automation Rules:

  1. Open the Admin page by clicking the gear icon in the sidebar.
  2. Select the Automation Rules tab.

This section is accessible only to users with ADMIN role.

Creating a New Automation Rule

  1. Click Add new rule.
  2. Enter a Name for the rule (e.g., "Medicinal Product - matching by 'has name' property").
  3. Select Source and Target datasets.
  4. Select one or more Object Types to restrict the rule to specific entity types.
  5. In the Conditions section, set groups of properties that will determine which values are compared when performing a match or merge action. The logical relationship between properties within the same line is OR, while between separate lines it is AND. If properties from the source and target datasets are selected in one condition line (e.g., "Label" from source and "LabelTag" from target), their values ​​will be compared and if they are the same, the selected action will be executed.
  6. Select Action type. Match is the default selection.
  7. Save the rule.

Once saved, the new rule is automatically executed and its status changes to IN PROGRESS. Upon completion, the status changes to SUCCESS. The number of affected pairs will be displayed in the table. The results of the automation rule action (match or merge) are visible in the Matching View.

Managing Existing Automation Rules

For each saved rule, administrators can:

  • Rerun: Rerunning a rule will first revert all previous results of that rule before executing it again.
  • Remove: Removing a rule will revert all its results. While being removed, the rule's status will be DELETING. After removal, it will no longer be visible on the list.
  • Edit: Editing a rule will first revert all previous results of that rule before executing it with new conditions.

The list supports searching and sorting for efficient navigation.

Permissions

Only users with the ADMIN role can create or manage automation rules. Users with ADMIN or CONTRIBUTOR roles can see the result in the Matching View.