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Rules reference

management rules

On this page

  1. Actions in data part rules
  2. Actions in survivorship rules
  3. Actions in golden record rules

In this article, you will find reference information to help you understand the actions associated with each type of rule.

Actions in data part rules

The following table contains a list of actions that you can use within data part rules.

ActionDescription
Add AliasAdds an alias to the record. You need to specify the alias that you want to add.
Add TagAdds a tag to the record. You need to specify the tag that you want to add.
Add ValueAdds a value to the vocabulary key. You can select the existing value or create a new value. Use this action when the vocabulary key doesn’t contain any value.
Add Value with CluedIn AIAdds a value to the property or vocabulary key according to your prompt. For example, you can check if the email address in the record is a personal address or business address.
Change Entity TypeChanges the entity type of the record. You can select the existing entity type or create a new entity type.
Copy ValueCopies the value from one field (source field) to another (target field).
Delete ValueDeletes the value that you select.
Evaluate RegexFinds values that match a regular expression and replaces them with the needed value.
Mask ValueApplies a mask to the value. You can use this action to hide sensitive data.
Move ValueMoves the value from one field (source field) to another (target field).
Remove AliasRemoves alias from the record. You need to specify the alias that you want to remove.
Remove All TagsRemoves all tags from the record.
Remove line breaksRemoves line breaks from the value. By default, line breaks are replaced with spaces, but you can specify other replacement options.
Remove TagRemoves a tag from the record. You need to specify the tag that you want to remove.
ReplaceReplaces one value with another. You need to provide both the value you want to replace and its corresponding replacement value.
Set ValueChanges the value of the vocabulary key. You can select the existing value or create a new value. Use this action when the vocabulary key contains a value and you want to change this value to another one.
Set Value with CluedIn AIChanges the value of the property or vocabulary key according to your prompt.
To CamelCaseChanges the value to camel case and removes all spaces.
To LowerCaseChanges the value to lower case.
To TitleCaseChanges the value to title case.
To UpperCaseChanges the value to upper case.
Trim WhiteSpaceRemoves white space from the value.
Unmask ValueRemoves the mask from the value.

Actions in survivorship rules

The following table contains a list of actions that you can use within survivorship rules.

ActionDescription
Latest ManualThe value from the record that was the last to be modified in CluedIn wins.
Latest Modified DateThe value from the record that was the last to be modified in the external system wins.
Most Frequent ValueThe value that occurs most often in the records.
Most PropertiesThe value from the record that has the most properties wins.
Oldest Modified DateThe value from the record that was the first to be modified in the external system wins.
Provider DefinitionThe value from the record that has the specified provider definition wins.

Actions in golden record rules

The following table contains a list of actions that you can use within golden record rules.

ActionDescription
Add AliasAdds an alias to the record. You need to specify the alias that you want to add.
Add TagAdds a tag to the record. You need to specify the tag that you want to add.
Add ValueAdds a value to the vocabulary key. You can select the existing value or create a new value. Use this action when the vocabulary key doesn’t contain any value.
Add Value with CluedIn AIAdds a value to the property or vocabulary key according to your prompt. For example, you can check if the email address in the record is a personal address or business address.
Change Entity TypeChanges the entity type of the record. You can select the existing entity type or create a new entity type.
Mask ValueApplies a mask to the value. You can use this action to hide sensitive data.
Remove AliasRemoves alias from the record. You need to specify the alias that you want to remove.
Remove All TagsRemoves all tags from the record.
Remove TagRemoves a tag from the record. You need to specify the tag that you want to remove.