--- title: "Rules & Actions in Rossum" slug: "rules-in-rossum" updated: 2026-01-22T12:01:45Z published: 2026-01-22T12:01:45Z canonical: "knowledge-base.rossum.ai/rules-in-rossum" --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge-base.rossum.ai/llms.txt > Use this file to discover all available pages before exploring further. # Rules & Actions in Rossum Rules & Actions enable you to automate document processing workflows by defining conditions and corresponding actions. When a specified condition is met, Rossum automatically executes the configured actions, streamlining your document processing and reducing manual intervention. ## Overview Rules & Actions consists of two main components: - **Condition**: Defines when the rule should trigger - **Actions** : Specifies what happens when the condition is met Rules & Actions are configured at the queue level, allowing you to create custom automation workflows tailored to your specific document processing needs. ## Key benefits - **No coding required**: Use natural language to describe what you need and our AI assistant will handle the technical implementation - **Flexible automation**: Choose from a wide variety of actions to automate your workflows - **Real-time testing**: Test your rules on actual documents before deployment - **Multiple actions**: Trigger multiple actions from a single condition ## How to create Rules & Actions ### Step 1: Navigate to the feature settings 1. Go to **Queue Settings** 2. Select the **Rules** tab 3. Click the **Add rule** button or the “+” icon to create a new rule ![](https://cdn.document360.io/1bb6f6bc-c04c-4ace-a1e8-8c4cfd3fbc98/Images/Documentation/Rules%20in%20Rossum%2001.png) ![](https://cdn.document360.io/1bb6f6bc-c04c-4ace-a1e8-8c4cfd3fbc98/Images/Documentation/Rules%20in%20Rossum%2002v2.png) ### Step 2: Describe your Rules & Actions (optional) When you click **Add rule**, a dialog appears where you can describe your desired automation in natural language. For example: "Show a warning message if the discount percentage is greater than 20%". Our AI will automatically configure the rule based on your description. You can also skip this step and configure the rule manually. ![](https://cdn.document360.io/1bb6f6bc-c04c-4ace-a1e8-8c4cfd3fbc98/Images/Documentation/Rules%20in%20Rossum%2003v3.png) ### Step 3: Configure Rules & Actions The AI will configure the Rule based on your prompt, however, you should check the setup and adjust as needed. #### Identification Set a clear label and description for easy recognition: - **Label**: A short, descriptive name for your rule - **Description**: Additional details about what the rule does #### Condition Define the condition that triggers the rule: - Conditions are written in TxScript (Python-based scripting) - A natural language summary is displayed for non-technical users - Use the **Edit condition** button to modify conditions using natural language - You can also edit the code directly if preferred Example condition: is_empty(field.amount_due) #### Actions Configure one or more actions to execute when the condition is met: - Click **Add action** to select from available actions - Configure action-specific settings - Enable/disable individual actions as needed - At least one action must be enabled for the rule to function ![](https://cdn.document360.io/1bb6f6bc-c04c-4ace-a1e8-8c4cfd3fbc98/Images/Documentation/Rules%20in%20Rossum%2004v2.png) ![](https://cdn.document360.io/1bb6f6bc-c04c-4ace-a1e8-8c4cfd3fbc98/Images/Documentation/Rules%20in%20Rossum%2005v3.png) ## Available actions #### Information & Notifications - **Show Info/Warning/Error Message**: Display messages within the product interface - **Send Email**: Notify users via email when conditions are met #### Process Automation - **Stop Automation**: Pause document automation when issues are detected - **Validate Field**: Trigger field validation that can resume automation - **Route Documents**: Automatically move documents to different queues #### Context Control - **Set Field Visibility**: Dynamically show fields on the Validation Screen when the condition is **True**, and automatically hide the same fields when the condition becomes **False** - **Show/Hide Fields**: Show or hide fields on the Validation Screen **once** when the condition is met. The action does not automatically revert if the condition later becomes False. For dynamic show and hide behavior, use **Set Field Visibility** - **Set Label Assignment**: Dynamically assign Labels to the document when the condition is **True**, and automatically remove the same Labels when the condition becomes **False** - **Assign/Remove Labels**: Assign or remove Labels **once** when the condition is met. The action does not automatically revert if the condition later becomes False. For dynamic assignment and removal, use **Set Label Assignment** #### Document Status Management - **Postpone Document**: Delay document processing - **Reject Document**: Mark documents as rejected - **Confirm Document**: Automatically confirm documents meeting criteria - **Export Document**: Trigger document export - **Delete Document**: Remove documents from the queue ## Testing your Rules & Actions Before saving, test your rules using the built-in testing feature: - View real documents from your queue in the testing section - Check the **Condition** column to see if conditions match - Review the **Actions** column to see which actions will execute - Use the preview row to test with custom values - Click **Update values** after making changes to refresh the test results ![](https://cdn.document360.io/1bb6f6bc-c04c-4ace-a1e8-8c4cfd3fbc98/Images/Documentation/Rules%20in%20Rossum%2006v2.png) ## Common use cases - **Data validation**: Check if total amount equals base amount plus VAT, and display a warning if not - **Threshold alerts**: Send email notifications when amounts exceed specified limits - **Automatic routing**: Move documents to specialized queues based on document type - **Field visibility**: Show additional fields only when specific conditions are met ## Requirements - User must have access to Queue Settings (typically administrators and managers) - At least one action must be configured and enabled - Conditions must be valid TxScript expressions ## Rule Manager Rule Manager enables you to manage rules across multiple queues efficiently from a single centralized location. It replaces the previous Rules Templates functionality, allowing you to view and configure all your rules and actions - whether they are shared across multiple queues or with just one specific queue - from one place. To learn more about this, check the [Rule Manager](/help/docs/rule-templates) article.