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Rules are a feature that allows you to automate various data center management processes. They enable you to create a series of automated actions based on user-configurable conditions, saving you time and effort while ensuring information is updated accurately

CategoryRule NameDate CreatedDescription
Item Custom Fields Top Down U Positions2021-11-01This rule updates a custom field with the u position of the item based on top-down numbering of the cabinet. The rule will be triggered for items placed in the locations specified in (Parameter 1). The name of the custom field that will be updated is specified in (Parameter 2).
Item Standard Fields Serial Number as Item Name2021-11-01This rule updates devices only and sets the serial number field to be equal to the item name.
ConnectivitySet Custom Field to Connected Item on Power Supply2021-12-09This rule updates device class items only. The custom field prefix you enter in the parameter will be combined with the power supply index to make up the name of the custom field(s) that will be updated with the connected item on the power supply.
Item Standard FieldsSet Planning Expiration Date2022-01-07This rule updates device and network class items only that are in the Planned status. This rule takes 2 parameters. The first parameter is the amount of time, a number between 0 and 30, f...
Item Standard FieldsSet Installation Date based on Status Changes2022-04-07This rule updates the standard installation date and the custom fields defined in "Decommission Date Field" and "Power-Off Date Field" parameter to the current date based on valid status c...
Item Standard FieldsSet Cabinet Capacity from PDU Inlet Ratings and UPS Bank Redundancy2022-06-01This rule sets the standard cabinet power capacity based on the model rating of the PDUs within the cabinet. Redundancy is determined by the downstream UPS bank the PDU is on. Using the PD...
Item Standard FieldsSet Serial Number of Cabinet2022-07-08This rule updates the serial number of a cabinet to be the location_id - item_id
Item Custom FieldsSet Custom Field to Chassis UPosition2022-07-08Parameter one is the name of the custom field to be updated. This rule updates a custom field for the U Position of a blade to be the U Position of its chassis.
Item Standard FieldsSet and Remove Installation Date2022-07-11This rule updates the standard installation date when it is null and an item moves from one status to Installed.  The rule also removes the installation date when an item moves from Installed to Storage, Planned or Archived.   dcTrack 9.1.1+
ModelsSet Model My Company Standard2022-08-23This rule updates the My Company Standard field to true when a previously unused model is used.
Item Standard FieldsItem Customer to Circuit Custom Field2022-09-13This rule will set the circuit custom field of type text defined in parameter one to the starting item customer when an item is updated.  
Item Standard FieldsSet Asset Tag2022-11-01This rule sets the standard asset tag to location_id-item_id when the field is not in use.
Item Custom FieldsSet Custom Cabinet Capacity2022-11-03This rule sets the custom field of type text specified in parameter one based on the model rating of the PDUs within the cabinet.  The calculation only includes Rack PDUs that have the ch...
Item Custom FieldsSet Custom Field Decommission Date off Custom Status2022-11-10This rule updates custom field "Decommission Date Field"  based on the "Custom Status Field" parameter of type Single-Select List.  When the current value for "Custom Status Field" is 'De...
Item Custom FieldsSet Data Center Custom Field to the Item Site2022-11-29Parameter 1 is the custom field name of type text where the customer would like to store the Data Center Name. This rule updates the custom data center field defined in Parameter 1 to be the data center code of the location for all classes.
Item Custom FieldsMirror Custom Install Date and Purchase Date to Standard Installation Date and Purchase Date2022-12-20Parameter 1 is the custom field name of type date of the Custom Purchase Date. Parameter 2 is the custom field name of type date of the Custom Install Date. This rule copies standard fie...
ChangeSet Project Status From Custom Project Type2023-04-05Parameter 1 is a comma delimited list of the Project Types that expect all items to be Installed. Parameter 2 is a comma delimited list of the Project Types that expect all items to be Ar...
OtherSet Ticket Custom Fields with Item Cabinet and Item UPosition2023-04-05Parameter 1 is the ticket custom field of type text that should be updated with the Item's Cabinet Name. Parameter 2 is the ticket custom field of type text that should be updated with th...
Item Custom FieldsSet Custom Field based on Make Model2023-04-20Parameter 1 should be an JSON object similar to the example below:   { " DcTrack Make DcTrack Model" : "Custom Field Picklist Choice", "DcTrack Make DcTrack Model" : "Custom Field Pick...
OtherSet Installation Date and Custom Decommission Date2023-04-25This rule updates the standard installation date when it is null and an item moves from one status to Installed.  Parameter one expects the custom field name of the custom decommission da...
Item Standard FieldsSet Asset Tag based on Make Model2023-05-03This rule sets the standard asset tag field to 'HW'-Make-Model-location_id-item_id when the field is not in use.
ConnectivityAdd Project Number to Connections on an Asset2023-06-01This rule will set the circuit project to the starting item project when an item is updated.
Item Custom FieldsSet Custom Fields to PDU Inlet Values2023-06-07This rule updates custom fields of type text defined in the parameter with the Inlet Connector Type, Phases, Volts, Amps and Outlet Count by Connector Type from the PDU inlet.
Item Custom FieldsSet CF to ItemID2023-06-30This rule will set the custom text field defined in Parameter one, if it is null, with the Item ID. 
ConnectivitySet CordID to Connection Trace2023-08-08This rule will update the Cord ID between the triggered item and the connected item in the format  Starting Item Name - Starting Port Name to Ending Item Name - Ending Port Name for all da...
Item Custom FieldsSet Contact CFs from JSON2023-09-11This rule updates several custom fields based on the JSON object pasted in to the 'JSON Object 1', 'JSON Object 2' and 'JSON Object 3' parameters. The first parameter should contain a loc...
Item Standard FieldsSet Item Location Reference From Cabinet Name2023-09-27This rule updates the standard location reference of an item based on the cabinet name.  The cabinet name format is any alphanumeric text containing one forward slash followed by 4 charac...
ConnectivitySet Single CF to PS Connected Item2023-09-27 This rule updates device, network, Rack PDU and Probe class items. The custom field specified in Parameter 1 of type text area will be updated with the connected items on the power supplies. For a Rack PDU, the custom field will be updated with the conenction details of the inlet.
ChangeSet Customer from Project CF2023-10-26This rule will take a project custom field of type text, defined in parameter 1, and update the standard customer field of item class Device, Network, Rack PDU and Cabinet. If the Cabinet ...
OtherSet Status CF and Standard Installation Date2023-10-26This rule updates a custom field defined in Parameter 1 of type text or single-select list with 'Installed' and updates the standard installation date when an item moves from Planned to Installed.
Item Custom FieldsSet Custom Field to False off Status Change2023-11-02This rule will set a custom field of type checkbox to false that is defined in Parameter 1 for the statuses listed in Parameter 2. This rule applies to all item classes.
Item Custom FieldsSet Custom Field to Estimated Replacement Date2023-11-13This rule will set a custom field of type date defined in Parameter 1 to the estimated replacement date when the field defined Parameter 2 is not null.  The estimated replacement date is ...
Item Standard Fields Set Item Name to Asset Tag2023-12-05This rule updates the item name to the asset tag when the asset tag is not null. This rule does not apply to cabinets, Rack PDUs and UPS class. This rule does not use any parameters
Item Standard Fields Mirror Standard Contract Fields to Custom Fields2023-12-05This rule copies standard fields, Contract Start Date and Contract End Date, into custom fields as defined in the parameters. The parameters are the labels for the custom fields you would ...
Item Custom FieldsSet Cabinet Capacity CF off PDU Custom Redundancy Field2024-01-15This rule sets the custom field specified in parameter one based on the model rating of the PDUs within the cabinet.  If parameter 2 is false then calculate the cabinet capacity and updat...
Item Custom FieldsSet Item Custom Field to Cabinet Custom Field2024-01-26This rule will take the value stored in the custom field of type multi-select defined in Parameter 1 for a cabinet and update all children of the cabinet with the same value. If the item ...
Item Custom FieldsSet Multiple CF to Multiple Parent Names2024-01-26This rule will update multiple text custom fields for items with a model defined in parameter 1.  Either the triggered asset or the parent of the triggered asset must be a Network item an...
Item Custom FieldsSet CF to U Position or Chassis U Position and Slot2024-02-09This rule updates a custom field to the U Position of an asset or for a blade, the U Position of its chassis and Slot Label. Position or labels between 1 and 9 will be preceded with a 0. The Chassis U Position and Blade Slot Label will be separated by a ':'.
Item Standard FieldsMirror Multiple Standard Fields to Custom Fields for Devices2024-03-07This rule copies standard fields defined in parameter 1 as a comma delimited list of standard field names, into custom fields defined in parameter 2 as a comma delimited list of custom fie...
Item Custom FieldsMirror Custom Substatus and Standard Substatus2024-05-03This rule copies the custom field value stored in the custom field defined in parameter 1 to the standard Substatus field when the custom and standard field are not both null and the custo...
Item Standard FieldsSet Cabinet Capacity off Cabinet CF2024-06-20This rule sets the standard cabinet capacity field to the number set in the custom field defined in parameter 1.  
Item Standard FieldsSet Cabinet Capacity off PDU without Redundancy2024-06-24This rule sets the cabinet capacity based on the total model rating of the PDUs within the cabinet. 
ModelsMirror Model Custom Field to Item Custom Field2024-06-28This rule copies the value stored in the model custom field name defined in parameter 1, into the item custom field defined in parameter 2. Both custom fields must be the same type (i.e numerics, text, text area, etc.).
OtherTop Down U Position (Multiple Locations)2024-08-14This rule updates a custom field with the u position of the item based on top-down numbering of the cabinet. The rule will be triggered for items placed in any of the locations specified in (Parameter 1). The name of the custom field that will be updated is specified in (Parameter 2).
ModelsMirror Multiple Model Custom Field to Item Custom Field2024-09-11This rule copies the value stored in the model custom field names defined in parameter 1 as a comma delimited list, into item custom fields defined in parameter 2 as a comma delimited list...
Item Standard FieldsSet Serial Number of Archived Items2024-09-24This rule appends the value in parameter 1 to the exisitng serial number for archived assets that have the custom field check box defined in paramter 2 checked.   This rule includes audit trail logging and will show a Changed By of 'Business Rule'.
Item Standard FieldsSet Item Name to Make-Model-Rack-UPosition2024-10-03This rule updates the item name to Make-Model-Rack Name-UPosition. If the asset is a blade, the Slot Position will be used insted of UPosition. This rule applies to device, network and probe assets. This rule does not use any parameters
OtherSet Sensor Position off Sensor Name2024-10-10This rule sets the sensor positon based off the name when the sensor position is not set.   Parameter 1 is a comma delimited list of sensor names that will be matched to the sensor posit...
Item Standard FieldsSet Asset Tag to prefix - ItemID2024-11-01This rule sets asset tag to the prefix defined in Parameter 1 '-' item ID when the field is not in use.
Item Standard FieldsMirror Custom MAC Address to Standard Field2024-11-01This rule copies the MAC Address stored in the custom Field defined in Parameter 1 and copy into the standard data port field that has the Port Name defined in Parameter 2.
Item Standard Fields Set Custom Replacement Date Based on Creation Date and Class2025-04-03This rule will set a custom field of type date defined in Parameter 1 to the estimated replacement date when the field defined Parameter 2 is not null.  The estimated replacement date is ...
OtherUpdate Duplicated with ^^ItemId in the Name2025-04-03This rule updates Virtual Machines that have been duplicated when it moves across VM Managers by moving the original VM audit trail and name to the duplicated VM and removing the original ...
Item Custom FieldsSet Custom Fields off a Custom Date and Custom List2025-06-02This rule will update the custom field defined in parameter 3 with the interval selected in parameter 2 added to the date in parameter 1. For example, if the filter was replaced on January...
Item Standard FieldsSet/Remove Substatus Based on Status2025-06-02This rule will set the substatus field based on the current status of the asset and the set parameters. When the asset status is Planned and the substatus is set to a value not defined in...
Item Custom FieldsSet Custom Field to False off Status and Powered State2025-06-03This rule will set a custom field of type checkbox when a Virtual Machine is integrated with VMware and is not in the Archived Status with another active VM with the same name in a differe...
Item Standard FieldsSet Contract Dates off Contract Number2025-06-10This rule updates the standard Contract Start Date and Contract End Date fields based on the Contract Number. The JSON content pasted into the parameter should follow the below format: ...
Item Custom FieldsSet CF to Assigned Parts List2025-06-19This rule will set the custom text area custom field defined in Parameter one with a list of parts that are assigned to the item.   Details will include quantity, part make, part model and description.
Item Standard FieldsFormat Existing MAC Address2025-06-19This rule formats the MAC address assigned to the data port with a colon.   Examples: 2c549188c9e3 to 2C:54:91:88:C9:E3 2c-54-91-88-c9-e3 to 2C:54:91:88:C9:E3
Item Custom FieldsSet PDU Custom Field to Cabinet Custom Field2025-06-19This rule will update the PDU custom field in parameter 1 to match the cabinet custom field of the same name.   This rule will run when a cabinet or Rack PDU is updated.
Item Standard FieldsSet Item Name to Item Name2025-07-31This rule updates the item name of planned or installed network or device class items integrated with Power IQ to Item Name <Serial Number> when the Serial Number is not null.
Item Custom FieldsSet Custom Field to CMDB ID2025-07-31This rule copies the CMDB ID into an item custom field for Device, Network, Rack PDU and Cabinet class items.
OtherRemove CMDB Integration and Fields2025-07-31This rule removes the CMDB integration for assets that move to Storage or Powered-off, update the item name to the serial number, remove the alias, remove also custom fields in the indicat...
ModelsAdd New My Company Standard Models to APB Policy2025-08-13This rule will add models that have not been previously in use to the correct Auto Power Budget Policy based on the My Company Standard field, Class and Subclass.
Item Standard FieldsSet Item APB Status2025-08-13This rule will check the Auto Power Budget field on an item that belongs to Auto Power Budget policy when power connections are created for Device and Network class items.
ConnectivitySet CordID to Source Port ID2025-08-13This rule will update the Cord ID between the triggered item and the connected item with the source port ID for all data and power ports on the item when the CordID is null or is an empty string.
Item Custom FieldsSet Server Custom Fields off RPDU Part Number2025-08-13This rule will udpate two device custom fields based on the Zero U mounted Rack PDU part numbers in the same cabinet. This rule will only update the custom fields if the device is placed i...
Item Standard FieldsSet/Remove Substatus Based on Status2025-08-18This rule will set the substatus field based on the current status of the asset and the set parameters. When the asset status is Planned and the substatus is set to a value not defined in...
Item Standard FieldsMirror Multiple Standard Date Fields to Custom Fields2025-08-18 This rule copies standard fields defined in parameter 1 as a comma delimited list of standard field names, into custom fields defined in parameter 2 as a comma delimited list of custom f...
Item Standard FieldsSet Item Name to Model Name - Serial Number2025-08-18This rule updates the item name of Archived, Storage or Powered-Off assets that have the Checkbox defined in Parameter 1 checked to Model Name - Serial Number - Decom and remove its integr...
Item Standard FieldsSet Asset Tag to Item Name2025-09-22 This rule updates the asset tag to the item name when the asset tag is empty. This rule has audit logging. V1
OtherSet Installation Date and Custom Decom Date2025-09-22 This rule updates the standard installation date when it is null and an item first moved from one status to Installed. The Custom Decom Date defined in Parameter 1 will be updated if it is null and when an item last moved to Archived. This rule has audit logging.
Item Custom FieldsSet Custom Fields to Cabinet Total Power and Device Power2025-09-22 This rule will update the value for the custom field in parameter 1 with the sum of potential power of all installed items in the cabinet and update the value for the custom field in par...
Item Custom FieldsSet Custom Field to Customer Contact2025-11-14This rule will update an item custom field of type text defined in Parameter 1 with the contact listed under the assigned Customer.This rule has audit logging. Version: V1