Create powerful automation rules in order to categorize and monitor your annotation and fact-checkin workflow.
To access the the rule setting page, click on the gear icon in the header of the left panel, and choose the 'Rules' tab.
List of rules
All active rules in your workspace are displayed in this list. To delete a rule, open the action menu inline with any listed rule, and choose the option 'Delete'.
Creating a new rule
- From the list of rules, click the button 'New rule'.
- In the editing page, choose a name for your rule. We advise to choose a name that describe the action performed by the rule.
- In the IF section, add conditions in order to select items, and complete the form as necessary.
- In the THEN section, add actions to your rule. The action will be performed IF the conditions selected previously are matched.
- Click Save.
IMPORTANT: Automation will become active instantly, but will only be applied to items matching the condition after the creation of the rule.
Conditions (IF statement)
- 'Request contains one or more of the following keywords...': If the item has been submitted via a Check message tip-line and the conversation with the user submitting the item contains those key words, the condition will be matched.
- 'Request has only text and less than this number of words': If the item is of the type 'text' (no image, video or link submitted) and contains less words than specified in the rule, the condition will be matched.
- 'Item is tagged as...': If the item is tagged with the select tag, the condition will be matched.
- 'Item status is..': If the item currently has the selected item, the condition will be matched.
- 'Item type is..' if the item is the same as specified, the condition will be matched.
- 'Item matches regular expression': Type in regular expression.
- 'Item title contains one or more of these keywords': Evaluates the title of the item. For example if the end user submitted a link to an article, Check will look for keywords within the title of that article.
- 'Request contains one or more of the following keywords': Evaluates the message sent by the end-user. For example if the end user sent
Hi please fact check this article about politicsalong with an article, check will look for keywords in that message.
- 'Report is published' if the report of an item has been published. Learn more about reports here.
- 'Report is paused' if the report of an item is paused, after being published first. Learn more about reports here.
Actions (THEN statement)
- 'Add to list..': If the condition is true, the item will be added to the chosen list. It will still appear in existing lists.
- 'Move to list..': If the condition is true, the item will be moved to the chosen list, and will not appear in any other list anymore - expect in 'All items'.
- Send to trash: If the condition is true, the item will be sent to the trash, and will not appear in any other list anymore, including in 'All items'.
- Ban submitting user: If the item has been submitted via a Check message tip-line and the condition is matched, that user will be banned. Any items and messages sent by the user via a tip-line will not appear in Check. Users will not be notified they have been banned.
- Send message to user: If a condition is met, you can send user a specific message. This is particularly useful to automatically update the end user on the status of verification, or notice them that their submission will not be fact checked. For example you can build a rule with a condition similar to
If status is: Out of scope, and then automatically send users a message when the item they submitted is
Out of scope. Note that if you are operating a multilingual tip line, you will need to provide a translation for this message. If so, please reach out to the product team using the orange button at the bottom right of your screen, or email firstname.lastname@example.org.
Adding several conditions or actions in one rule (AND statement)
Rules can have more than one conditions. The rule will then only be active if all the condition are true.
Rules can have more than one action too. Actions will be executed consecutively, in the order they are written.
To add more than one condition:
- Click the '+AND' button at the bottom left of existing conditions
- Create the new condition following the same steps you followed previously.
- To delete a condition, click the 'X' button located at the bottom right of any of them.