---
title: Business rules
slug: admin-quick-start-guide/business-rules
createdAt: 2026-11-05T06:56:13.800Z
---

Use business rules to reduce the manual effort of creating/updating records for repeatable actions. For example, you can automate tasks for modifying CI records or creating a new record based on action details when trigger conditions are met.

**To create a business rule**

1. At the top-right corner of the page, click **Admin**, then scroll down to the **Others** heading and click the **Business Rules** icon. The Business Rule page displays.

::Image[]{src="https://api.archbee.com/api/optimize/9rfvxhrv8FA-8bxcK2IRv/8_DFJFe9tI77t9NSUo5us_image.png" size="123" alt="A screenshot of a computer

Description automatically generated" isUploading="false" width="1234" height="333" darkWidth="1234" darkHeight="333" showCaption="false"}

2. From the **Select Actions** drop-down, select **New Business Rule**. The New Business Rule page displays.

::Image[]{src="https://api.archbee.com/api/optimize/9rfvxhrv8FA-8bxcK2IRv/NMBR5rhzONGis9V8AUHDT_image.png" size="125" alt="Graphical user interface, text, application, email

Description automatically generated" isUploading="false" width="1255" height="472" darkWidth="1255" darkHeight="472" showCaption="false"}

3. Enter a **name** for the new rule, as well as a **description**.
4. Enter an **order/priority **number to specify the order of the rules to be executed when there are multiple rules set for the selected module.
5. Select the **Turn on Cascade Execution** option to execute the next enabled business rule based on the order/priority for the same module.
6. Select the **Enable Rule** option to make the rule active.
7. From the **Module** drop-down, select the module for this rule.
8. Select a default for the **Execute on** option.
9. To **associate** **blueprints** or templates with this rule, click **Add** and select the items.
10. Click the **Add Condition **button.

::Image[]{src="https://api.archbee.com/api/optimize/9rfvxhrv8FA-8bxcK2IRv/7qbXu0VGrLQKoJg2j4zFS_image.png" size="120" alt="A screenshot of a social media post

Description automatically generated" isUploading="false" width="1204" height="478" darkWidth="1204" darkHeight="478" showCaption="false"}

11. Under **Trigger Condition Details**, select a **property** and an **operator**. Two or more conditions can be combined using the icons.

::Image[]{src="https://api.archbee.com/api/optimize/9rfvxhrv8FA-8bxcK2IRv/sWKqyC07PMZtqysM0rRvt_image.png" size="10" alt="A close up of a logo

Description automatically generated" isUploading="false" width="65" height="33" darkWidth="65" darkHeight="33" showCaption="false"}

12. Click **Add Condition** for each condition you create.
13. Under **Action Details**, select the **action type** to be performed upon triggering the condition.
14. Select a **property** and set a **value** from the drop-downs.
15. Click **Add Action** for each action you define.
16. For **notifications**, click **Add** to send a notification to a user upon triggering a business rule.
17. When finished, click **Add** in the bottom-right corner of the page.

**NOTES**:

- Two business rules cannot have the same execution order.
- All mandatory fields of an ITSM record should be defined under the **Action Details **area.
- Two or more conditions can be combined using AND or OR logical conditions.