Conditions

While creating a reconciliation rule of Pre, Add, Update, or Post type you select a condition and a corresponding action. The action that you select is performed on the assets that satisfy the condition.

Pre rule is applied on the assets being imported.

You can select from the following conditions for Pre rule:

Always

The specified action is performed on the assets every time.

If an asset being imported does not exist in the asset system

The action is performed only if the asset that is being imported does not exist already in the asset system.

If an asset being imported exists in the asset system

The action is performed only if the asset that is being imported already exists in the asset system.

If field of an asset being imported is not set

The action is performed only if the asset field is not set.

If field of an asset being imported has a relation with a specified value

The action is performed only if the field of the asset that is being imported has a specified relation with the specified value

For example, <field> <operator><value>

<Asset Custodian><equals><ABC>

Add rule is applied on the assets being imported.

You can select from the following conditions for Add rule:

If an asset being imported does not exist in the asset system

The action is performed only if the asset that is being imported does not exist already in the asset system.

If field of an asset being imported has a relation with a specified value

The action is performed only if the field of the asset that is being imported has a specified relation with the specified value

For example, <field> <operator><value>

<Asset Custodian><equals><ABC>

Update rule is applied on the existing assets to update their fields with the values of the assets being imported. Existing assets are the assets that already exist in the asset store. assets being imported are the assets are the potential assets that could be a part of the asset system only after the reconciliation rules are applied on them.

You can select from the following conditions for the Update rule:

If an asset being imported exists in the asset system

The action is performed only if the asset that is being imported already exists in the asset system.

If an existing asset field has a relation with a specified value

The action is performed if the existing asset field has a specified relation with the specified value

For example,<existing asset field> <operator> <value>

If field of an asset being imported has a relation with a specified value

The action is performed only if the field of the asset that is being imported has a specified relation with the specified value

For example, <field> <operator><value>

<Asset Custodian><equals><ABC>

If field of an asset being imported has a relation with an existing asset field

The action is performed only if the field of an asset that is being imported has a specified relation with the field of an existing asset.

For example, <asset being imported field><operator><existing asset field>

<Asset Custodian><equals><Asset Owner>

You can select from the following conditions for the Post rule:

If an asset being imported exists in the asset system

The action is performed only if the asset that is being imported already exists in the asset system.

If an asset being imported is added in the asset system

The action is performed only if the asset that is being imported is added in the asset system.

If an asset being imported is updated in the asset system

The action is performed only if the asset that is being imported is updated in the Asset System

If an existing asset field has a relation with the specified value

The action is performed if the field of the existing asset has a specified relation with the specified value

For example,<existing asset field> <operator> <value>

If field of an asset being imported has a relation with a specified value

The action is performed only if the field of the asset that is being imported has a specified relation with the specified value

For example, <field> <operator><value>

<Asset Custodian><equals><ABC>

If field of an asset being imported has a relation with an existing asset field

The action is performed only if the field of an asset that is being imported has a specified relation with the field of an existing asset.

For example, <asset being imported field><operator><existing asset field>

<Asset Custodian><equals><Asset Owner>

More Information

Creating reconciliation rules without manual review

Creating reconciliation rules using the manual review

Viewing the manual review records

Reconciling the manual review records