Pre-process rules

Pre-process rules are applied to the records that are already mapped (clues). You can create pre-process rules when you want to add tags or aliases to the records or send the records to quarantine. The difference between property rules and pre-process rules is that property rules are applied only to property values of the record while pre-process rules are applied to the whole record. So, if you want to apply some changes to multiple records, create a pre-process rule.

Pre-process rules are applied to the clues after the property rules have been already applied.

pre-process-rules-diagram.png

All pre-process rules are listed on the Pre-process rules tab of the data set.

Prerequisites

To access pre-process rules, go to Administration > Feature Flags and make sure that the following features are enabled:

  • Data Set Pre-Process Rules

  • Data Set Quarantine

To create a pre-process rule

  1. On the navigation pane, go to Integrations > Data Sources. Then, find and open the data set.

  2. Go to the Pre-process rules tab, and then select Add pre-process rule.

  3. Enter the Display name of the rule.

  4. In the Filter section, select whether you want to apply the rule to all records or to specific records.

  5. If you want to apply the rule to specific records:

    1. Select a condition to determine which records will be affected by the rule.

    2. Depending on what you selected in the previous step, specify the entity property or the vocabulary key that will be affected by the rule.

    3. Select whether you want to apply the rule when the condition is met or when the condition is not met.

      The following screenshot demonstrates that all records that do not contain the job title will be sent to the quarantine.

      pre-process-rules-1.png

      You can add only one filter to the rule. For example, if you want to quarantine all records that, in addition to the job title, do not contain the email address and the phone number, you need to create separate rules for each vocabulary key.

    4. Select the Action that will be applied to the records.

  6. In the lower-right corner, select Add rule.

    The rule is added to the table on the Pre-process rules tab. You can edit or delete the rule, if needed. The rule will be applied after you process the records.