Rules are at the heart of device interactivity within the Sense platform. Rules define conditions around devices and sensor data and specify the actions to trigger when the conditions are met. For example, devices entering a geofence or coming within range of a beacon could trigger a notification to another device, send an email to a recipient, or post data to another web service. Rules can be complex and perform multiple actions or include data from multiple channels.
Creating a Rule
In the dashboard, go to Projects > Rules
Click Add New Rule. First, select whether you are creating Cloud Rules or Edge Rules.
Cloud Rules process sensor data ingested on the cloud-level.
Edge Rules are downloaded to the device and can process incoming sensor data and trigger actions without having to send the data to the cloud or external system.
Select whether you want to create a Managed or Advanced rule. The Managed Rule interface provides a UI to walk you through building and configuring your rule. Use Advanced to compose the exact, free-form expression you will need to evaluate for your rule. See Advanded Rules for details on creating an Advanced Rule.
Adding a Managed Rule
- Select Managed and click "Continue"
Enter the condition(s) for the rule. When adding conditions, be sure to select whether these are AND or OR conditions.
AND is selected by default, meaning the device will need to satisfy all conditions to trigger the rule. For example, a device needs to be inside a landmark AND also be an iOS device to trigger the rule.
OR can be used if the device only needs to satisfy one condition to trigger the rule. For example, a device needs to either be inside a landmark OR be an iOS device to trigger the rule.
In the Add-Condition drop-down, select Add Attribute Condition or Add Location Condition
Be sure to Select Channel in the drop-down. This will determine which channel or data source the rule will be evaluated against.
Adding a Location Condition
Location conditions are based on the proximity of device's around a landmark. A landmark is a geofence around a certain location. It can be a circle, polygon, or rectable.
When will the event happen?
First select WHEN the event will trigger in relation to the landmark.
- Inside Area - Trigger when device is inside this landmark
- Exit Area - Trigger when the device was previously inside this landmark, and then leaves it
- Enter Area - Trigger when the device was previously outside this landmark, and then enters it
- Outside Area - Trigger when the device is outside this landmark
Which location do you want the event to trigger from?
Next, select the landmark for this condition
- To use an existing landmark from the project, click Select From Project Landmarks. This will display a list of available landmarks, if any. Clicking on the name will display the landmark in the map. You can use the Search By Landmark Name search box to filter the list.
- To create a new landmark, click Add New Landmark
a) Move the map or use Google Addresses to center the map as needed, or select from Existing Landmarks
b) Use the Drawing Tools to create a geofence around your desired area
c) Click Use Geofence
d) Enter a name for the landmark
e) Click Create Landmark to save
For testing purposes, we recommend adding a landmark around your current geographical area.
Landmarks for the project can also be created separately in the Landmarks section. You can then select these landmarks when creating a rule under Select From Project Landmarks.
Adding an Attribute Condition
Attribute conditions evaluate a certain property within the sensor data stream, known as attributes, and compare it against some value.
More advanced expressions involving attributes can be done using Advanded Rule Creation. The attributes being compared in these conditions need to exist in the data stream for the device.
- Under Select Channel, select the channel to be used in the condition. The channel you select should be receiving a data stream that includes the attribute to be matched.
The Attribute drop-down is pre-populated with fields taken from the channel's schema.
- Under Attribute, select the field you want to evaluate.
- Select the Comparator option for this condition
- Enter the value this attributed is being compared to
For example, the following attribute condition tests whether the value in the field "temp" is greater than 73
An action is the behavior that is executed when the conditions are met. An action can be in the form of sending an SMS, a Push message, an email, a webhook, or a combination of actions.
Under the Actions section, select your desired action by clicking on the action: SMS, Email, Send Push, Webhook
- Message - Enter the SMS message to be sent to recipients
- Phone Numbers - Enter the recipient phone numbers, numerals only. Hit "Enter" after each number.
- Subject - Enter the subject line of the email
- Message - Enter the desired message body
- Recipients - Enter the recipient email addresses. Hit "Enter" after each address.
- Subject - Enter the subject line of the message
- Message - Enter the desired message body
- Recipients - Check the Triggering Device box (most commonly used). You could also specify a list of device IDs. Hit "Enter" after each device ID.
- URL - Enter the URL to send the webhook action to.
- Method - Select the HTTP Request method to use for the action.
- Body - (optional) Enter a request payload for the action.
- HTTP Username, HTTP Password, Header, Value - (optional) Fill in the remaining fields as needed
Add additional actions if needed.
Adding Rule Details
- Click "Continue to next Step"
- Name - Enter a name for this rule.
- Description - (optional) Enter a description for the rule
Optionally, use the Schedule section to set a schedule for when the rule is active and runnning. This will limit the days of the week or times of the day when the rule is active. By default, the rule will be enabled within 5 minutes of activation and will continue to run until it is turned off or deleted.
- Timezone - Select the timezone for this rule's schedule.
- Set timeframe (start / end) - Check this box to set the start/end date for the rule.
- Only run on specific Day(s) of the week - Check this box to set a weekly schedule for the rule.
- Only run on specific Hours of the Day - Check this box to set a daily schedule for the rule. For example, you may only want the rule to run between 9:00am and 12:00pm.
Activating the Rule
- After you have entered the rule conditions, actions, name, and other details, click "Continue to next Step"
- You will be prompted to simply "Save" the rule but not activate it, or to "Save & Activate" which will enable the rule right away. Note: Rule will be enabled within 5 minutes of activation.
- You can activate or de-activate any rules in your selected project by going to the Rules list and using the toggle under the Actions column to enable/disable your selected rule.
- You can edit an existing rule by going to the Rules list and clicking the Edit icon under the Actions column to modify your selected rule.
Note: Any modifications to rule actions or a rule's enabled/disabled state will take effect within 5 minutes.