Create powerful automation rules in order to categorize and monitor your annotation and fact-checking workflow.
This article will show you how to:
Accessing the Rule setting page
To access the rule setting page, click the gear icon in the header of the left panel (1), and select the ‘Rules’ tab (2).
List of rules
All active rules in your workspace are displayed in this list. To delete or duplicate a rule, click a rule then click ‘More’. Choose the option 'Delete' or ‘Duplicate’.
The duplicated rule will be displayed on the rule list with the prefix ‘copy of’ the rule.
Creating a new rule
1. From the list of rules, click the button 'New rule'.
2. On the editing page, choose a name for your rule. We advise choosing a name that describes the action performed by the rule.
3. In the ‘If’ section, add conditions that will trigger the rule on items that match the item’s condition.
Different ‘If’ conditions will display relevant options for next steps for the conditions.
Content contains one or more of the following keywords.
Type keywords, using commas to separate them.
Item is assigned to
Select a Collaborator from the list of workspace team members
Item is flagged as
Select flag options (Adult, Medical, Racy, Spoof, Violence) and set the likelihood of occurrence (Very Likely, Likely, Possible, Unknown, Unlikely, Very Unlikely). Learn about Guidelines for Check Message users working with traumatic imagery and content
Item is read
No action required
Item is tagged as
Select tags from the tag list. Learn about default tag settings
Item language is
Select language from list. Learn about adding languages to Check
Item status is
Select status from list. Learn about status settings
Item title contains one or more of the following keywords
Type keywords, using commas to separate them
Item title matches this regular expression
Type a regular expression
Item type is
Choose between Audio, Image, Link, Text and Video. Learn about supported item types
Item was created by
Choose from the Collaborator list
Metadata has specific value
Select metadata: displays any metadata field created in the workspace. Learn how to use metadata on Check
Report is paused & Report is published
No action required
Request contains one or more of the following keywords
Enter keywords separated by commas
Request matches this regular expression
Type regular expression
Task answer contains keyword
Select the task and type keywords separated by commas. Learn about creating and managing tasks
Task has specific answer
Select task, then select the answer.
Text request contains less than (or exactly) the following number of words
Enter the number of words and then select an action from the ‘THEN’ list.
4. The ‘Then’ section represents the outcome when the ‘If’ statement is validated.
In the ‘Then’ section, add actions to your rule. The action will be performed if the conditions selected previously are matched.
Different ‘Then’ conditions will display relevant options when the ‘If’ condition(s) is a match.
Select from predefined tags.
Ban submitter (their future messages won't appear in Check)
No action required. Any items and messages sent by the user via a Tipline will not appear in Check. Users will not be notified they have been banned
Move item to folder
Select the destination folder
Move to trash
No action required. The item will not appear in any other list anymore, including in 'All items'.
IMPORTANT: Automation will become active instantly, but will only be applied to items matching the condition after the creation of the rule.
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 conditions 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
2. Create the new condition following the same steps you followed previously.
3. To delete a condition, click the 'X' button located at the bottom right of any of them.
Rules can be sorted and viewed either alphabetically or by when they have been updated.
To delete a rule, click a checkbox (1), then the delete icon (2).
Confirm or cancel your delete rule action.
A confirmation message on the change to the Rules will be displayed at the bottom left of the screen