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Manage automations in the emnify Portal beta

The following guides help you get the most out of Automations in the emnify Portal by walking you through common tasks such as adding rules and customizing the events log.

Events log​

You can view event logs and customize the table display under the Events log tab. This helps you to investigate device and SIM activity.

Customize the table​

The customizable table gives you full control over how your event data is displayed. For more information, see Customize tables in the emnify Portal.

Rules​

Learn how to add and manage automation rules based on SIM-related events. Rules let you automate responses to specific SIM or device activity. When triggered, rules can perform actions such as sending email notifications to keep your team informed in real-time.

You can create and manage rules in the Rules tab in the emnify Portal.

Prerequisites​

Before you start, make sure you have:

  • Access to the emnify Portal
  • Permission to manage automation rules in your Workspace

Add a rule​

Step 1 - Open the rule creation dialog​

  1. In the Portal, go to Automations > Rules
  2. Click Add rule.
  3. In the Set up your Rule dialog, click Edit next to the default rule name to give it a descriptive name (optional).

Step 2 - Select the trigger​

Under When this happens > Event, select the type of event that should trigger the rule:

  1. Click the Choose event type dropdown.
  2. Select an event from the predefined options.
  3. Review the event description to understand when the rule is triggered.
warning

The event type cannot be changed once the rule has been created.

Step 3 - Determine the target​

Use the Define target section to narrow down which devices or SIMs the rule applies to.

You can target:

  • All devices
  • Coverage policy
  • Service policy
  • Tag

If using a policy (Coverage or Service):

  1. Select Coverage Policy or Service Policy from the dropdown.

  2. A Values dropdown appears with your configured policies.

  3. Select one or more policies (up to 20).

    • The Coverage policies and Service policies count shows how many policies have been added.
    • Use the corresponding X to remove an individual policy.
    • To remove all selected policies, click the Reset all.

If using tags:

  1. Select Tag from the dropdown.

  2. In the Value input, enter a tag and press the Enter key to add it.

    • Use the X icon to remove an individual tag.
    • To remove all tags, click the Reset all.

  3. Repeat for up to 20 tags. Devices with any of the selected tags are included.

    tip

    You can also upload a CSV file containing tag values.

Step 4 - Define the notification​

Under Then do this > Notification, define who should be notified when the rule is triggered.

  1. In the Enter email to assign input, type an email address.

  2. Press the Enter key or click Add to confirm.

    • Add up to 10 email addresses.
    • The Current subscribers count indicates the number of email addresses that have been added.
    • Use the X icon to remove an email.
    • To remove all emails, click the Reset all.

Step 5 - Review and create the rule​

  1. Review your rule settings.
  2. Click Create to save the rule.

The newly created rule appears at the top of the list. It shows the:

  • Rule name
  • Number of times it has executed
  • Event type
  • Notification method

Edit a rule​

You can update an existing automation rule in the emnify Portal to change the target or the notification subscribers.

info

Triggering events cannot be changed once the rule has been created.

  1. In the emnify Portal, go to Automations > Rules.

  2. Click anywhere on the rule you want to edit.

  3. In the Event section, review the rule's details:

    • Triggering event description
    • Last changed date
    • Created at date
    • Created by (user name)

  4. Make any necessary changes to:

    • Target (devices, policies, or tags)
    • Notification subscribers (email addresses)

  5. When you're finished, click Save.

Your updated rule takes effect immediately.

Pause or resume a rule​

You can temporarily turn off an automation rule to stop it from triggering notifications. Paused rules remain in your list and can be resumed at any time.

  1. In the emnify Portal, go to Automations > Rules.

  2. Find the rule you want to pause or resume.

  3. To pause, switch off the toggle next to it. When a rule is paused:

    • Notifications are disabled.
    • The rule moves to the bottom of the list under Paused Rules.

  4. To resume the rule, find it in the Paused Rules section and switch the toggle back on.

Duplicate a rule​

You can duplicate an existing automation rule to create a new one with similar settings.

  1. In the emnify Portal, go to Automations > Rules.
  2. Find the rule you want to duplicate.
  3. Click Quick actions > Duplicate.
  4. In the configuration dialog, update any parameters as needed.
  5. When you're finished, click Create.

Delete a rule​

You can permanently delete an automation rule if it's no longer needed.

  1. In the emnify Portal, go to Automations > Rules.

  2. Find the rule you want to delete.

  3. Click Quick actions > Delete rule.

  4. In the confirmation dialog, review the details and click Delete rule.

    warning

    Deleted rules cannot be recovered.

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