How to Create a Compliance Rule

Updated 7 months ago by Copado Solutions

A compliance rule is a compilation of criteria, which are a collection of statements and the logic that is considered by Copado's scanner when a compliance scan is executed. To learn more about rule criteria and how to add them to a compliance rule, check out the article How to Add Rule Criteria to a Compliance Rule.

In order to create a compliance rule follow the steps below:

  1. Open Copado Compliance Hub.
  2. Navigate to the Compliance Rules tab and click on New:
  3. Select a record type:
  4. Fill in the Information section:
    1. Provide a Compliance Rule Name.
    2. Select the Severity.
      1. Critical
      2. High
      3. Low
      4. Medium
    3. Select the Action.
      1. Abort Process: Copado will send an alert, and the process will be interrupted.
      2. Continue with alert: Copado will send an alert, but the process won’t be interrupted.
      3. Document Only: An attachment with the details will be added to the Compliance Findings related list, and no alert will be sent.
    4. Set to true the Active checkbox.
    5. Type in an error message. This message is displayed when the rule is triggered.
  5. Fill in the Compliance Scope section:
    1. Select the Metadata Type.
    2. Fill in the criteria condition row. Add as many as you need. 
    3. Fill in the criteria filter logic field if advanced criteria logic is required.
    Compliance Scope Section
  6. Click on Save Scope.

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