Creating Rules

Important:To create a rule, you must have the Manage organization or Manage rule-based dimensions role. For complete descriptions of each role available in Flexera One, see Flexera One Roles.

A rule is created by adding a condition and a value to the rules list of a rule-based dimension. If the condition is evaluated to be true when matched against your bill data, the value will be assigned to the rule-based dimension that the rule was added to.

Before creating your first rule, make sure you are familiar with the contents of the Rules section.

To create a rule:

1. Go to the Rule-Based Dimensions page (Administration > Cloud Settings > Rule-Based Dimensions).
2. Select the dimension and rules list for which you want to create a new rule.

Note:When you create a new rules list, either for an existing rule-based dimension or as part of creating a new rule-based dimension, you will automatically be positioned correctly to create a new rule.

3. Click Create new rule. The Create Rule slideout opens.
4. In the If section, add your condition for the rule:
a. Select the Boolean operator of the group for the rule: AND, OR, or NOT.
b. From the Dimension dropdown list, select the dimension for the condition.

The dimension must be one of the Supported Dimensions.

c. From the Operator dropdown list, select the operator type for the condition: equals, does not equal, contains, or does not contain.

If you want to make the operator case-insensitive, select the ignore case variant of the operator type. The distinction between uppercase and lowercase letters will be ignored when comparing the bill data with the value. For example, AWS and aws will match.

d. In the Value field, enter the value that you want the selected dimension to be compared with.
e. Optionally, if you want to create a complex condition, add one or more conditions and subgroups to your rule by clicking Add Condition or Add Subgroup and repeat the above steps for each added condition.
5. In the Then section, enter the value that you want to assign to the rule-based dimension when the condition evaluates to true.
6. Click Save.

Note:If there are already one or more rules in the list, your new rule will be placed at the end and will be evaluated last. You can change the order of the rules as described in Reordering Rules.