Add Rules

  1. Open the Rules Dashboard.
  2. Click Create +.
  3. From the top navigation bar, if appropriate:
    1. Select the Credential (Optional) dropdown, and choose a Credential.
    2. Select the Priority dropdown, and increase or decrease the Priority.
  4. From the IF section, select the appropriate value from the Type dropdown.
    • If you have additional IF conditions, click the + .
    • The rule applies only when every IF condition is met.
    • You can remove all conditions so the rule will always apply.
    • Common IF Types:
      • indexOf: Field contains value
      • exactMatchTest: Field contains exact value
      • regexTest: supports regular expressions and multiple keywords
      • inverseRegexTest: same as regex but uses IS NOT logic
      • isSet: field has a value (is not blank)
      • notDefined: field is blank
  5. From the IF section, select the appropriate value from the Field dropdown.
    • The dropdown contains available VMS fields.
    • VMS Sync doesn't look at ATS Job values to set rules.
    • For additionalDetails, use the exact spelling and case.
      • You can confirm format when JSON populates after testing rule.
  6. From the THEN section, select the appropriate value from the Type dropdown.
    • If you have additional THEN conditions, click the + .
    • Common THEN Types include:
      • setIgnore: position ignored
      • replace: set field to value of another field
        • Almost always used to set ATS field to VMS value
        • Can also be used to manage blank VMS fields
      • setTo: set field to static value
        • Commonly used to set ATS values directly
      • template: set field to multiple values (supports EJS formatting)
        • Commonly used for description and email templates
  7. Click Test Rule.
    • The preview will show the recent positions the rule was applied to.
    • Click a result to view the JSON with highlighted values (IF = Blue, THEN = yellow).
    • You can use the Specific Position field to test a specific req ID.

  8. Click Create Rule.
  9. In the Purpose section of the pop-up, enter text to describe the rule and click Add Purpose.
    • Example: Priority = High