---
title: "Configure Rule"
slug: "configure-rule"
updated: 2026-01-05T12:54:03Z
published: 2026-01-05T12:54:03Z
canonical: "help.symphonysummitai.com/configure-rule"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Rule

Rules are templates that you can configure, which can be used by the End users and Analysts to log Incidents with pre-selected data without the need to key in each information. You can add, view, and modify rules. The Analysts can view the **TEMPLATES** icon on the **ACTIONS** panel of the **NEW INCIDENT FOR USER** page.

To configure a rule, perform the below steps:

1. Navigate to **Incident** > **Configuration** > **Others** > **Rule**.
2. Select **Department**.
3. Click **ADD NEW** on the **ACTIONS** panel.
4. Fill in the other required details under the **GENERAL**, **COMMUNICATION**, **TROUBLESHOOTING**, **PARTNER INFORMATION**, **ADDITIONAL INFORMATION** tabs. For more information about fields and icons under these tabs, see [Logging Incidents for Users](/apex/docs/incident-details). For information about the **TROUBLE SHOOTING** tab, see TROUBLESHOOTING Tab. For more information, refer to [Field Description](/apex/docs/configure-rule#field-description). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Rule(2).jpg)

Figure:

#### Field Description

| **Field** | **Description** |
| --- | --- |
| Rule Name | Type in a unique Rule name |
| Active | Indicates the status set for the Rule. - If selected, the Rule is available as an option in the **Rules** list. - If not selected, the Rule is disabled and is not displayed in the **Rules** list. |
| Enable Template for User | Select to make the Rule available to the End Users. If selected, the End Users can quickly log an Incident using the Rule from the **USER DASHBOARD** page (see: [End User Dashboard](/apex/docs/end-user-dashboard-for-analyst)) |
| Tenant | Select a Tenant from the list. |
| Source | Select a source from the list. |
| Notification Method | Select a notification method from the list. The available options are *E-mail*, *Phone*, *Chat*, *SMS*, and *None*. |
| Configuration Item | Select a Configuration Item from the list. |
| Symptom | Type in the symptom for the issue for which you are creating the Rule. |
| Description | Type in the description for the issue for which you are creating the Rule. |
| ATTACHMENTS | Click the **Upload** icon to browse and upload the required attachments. |

1. Click **SUBMIT** to configure a new Rule.

> [!NOTE]
> Note
> 
> Under the **CLASSIFICATION** tab, for the Category field, the categories which are mapped to the customers as per the Category configuration are displayed as highlighted on the Category Pop-up page.

### **ACTIONS**

This section explains all the icons displayed on the **ACTIONS** panel of the **RULE DETAIL** page.

#### **SHOW LIST**

Click **SHOW LIST** to display the **LIST** table showing all the configured Rules for the selected Tenant.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Showlist.jpg)Figure: RULE List page

- To edit a Rule detail, click the **Rule Name**. Make appropriate changes and click **SUBMIT**.
- To display the inactive Rule details, click the **Include Inactive** check box.
- To view the custom attributes linked/tagged to a rule, click the **Rule Name**, and click the **ADDITIONAL INFORMATION** tab. Under the **RULE SPECIFIC ATTRIBUTES** section, you can view the linked/tagged custom attributes.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Rule specific attributes(1).jpg) Figure: Additional Information