Auto Actions

^{Last Updated: 2026-02-23}

Purpose

This article describes how to create and manage automation rules in the Outpost24 Portal.

Introduction

Auto Actions in the Outpost24 Portal enable automated tag management across various resource types based on pre-defined conditions. By configuring automation rules, tags can be automatically added to or removed from resources such as assets, findings, and compliance records whenever they match specified criteria. This reduces manual effort, ensures consistent tagging across your environment, and supports downstream workflows that depend on accurate tag assignments.

Each automation rule combines a View Template (which defines the matching conditions through filters) with one or more tag actions (add or remove). When a resource matches the filters defined in the selected view template, the configured tag actions are executed automatically.

Requirements

• It is assumed that the reader has basic access to the OUTSCAN/HIAB account to access the Portal.

• The user must be assigned a role with Automation Rules set to View and Manage in order to create, edit, or delete automation rules. Users with View permission can see rules but cannot modify them.

Accessing Auto Actions

To access the Auto Actions:

1. Navigate to Configuration > Auto Actions in the Main Menu.

The Auto Actions view displays a table listing all configured automation rules.

Table Columns

The following columns are available in the Auto Actions table:

Creating an Automation Rule

To create a new automation rule:

1. Click the Create new automation rule button in the action bar above the table.

2. Enter a Name for the rule.

3. Optionally, assign tags to the rule by clicking the tag input field and selecting tags from the list.

4. In the Conditions section, select a view template from the dropdown. The view template defines which resources will match the rule.

5. If no suitable view template exists, click the Create New button to open the New View Template dialog and create one. See the section below for details.

6. In the Actions section, select an action type from the dropdown.

7. Select the tag or tags to add or remove.

8. Optionally, click Add Action to add additional actions to the same rule.

9. Click the Save button.
   

   

Available Action Types

The following action types are available, depending on the selected resource type:

Supported Resource Types

Automation rules can target the following resource types:

• Asset Groups

• Assets

• Scan Configurations

• Findings (Vulnerabilities)

• Users

• Managed Reports

• Compliance

• Workflows

• Products (Informational)

• Ports (Informational)

• Services (Informational)

• Certificates (Informational)

Editing an Automation Rule

To edit an existing rule:

1. Right-click the rule in the table to open the context menu.

2. Click Edit.

3. Make the necessary changes and click the Save button.

Or:

1. Click the rule name to open the details panel on the right side.

2. Click the Edit button.

3. Make the necessary changes and click the Save button.

Changing Rule Priority

To change the execution priority of a rule:

1. Right-click the rule in the table to open the context menu.

2. Click Change Priority.

3. Enter a new priority value (1 through 10).

4. Click Save.

Note: Priority controls execution order only among rules of the same resource type. Rules targeting different resource types execute independently.

Enabling or Disabling a Rule

To enable or disable a rule without deleting it:

1. Click the toggle switch in the Enabled column for the corresponding rule.

Disabled rules remain in the table but are not executed. They can be re-enabled at any time.

Deleting an Automation Rule

To delete a rule:

1. Right-click the rule in the table to open the context menu.

2. Click Delete.

The rule is permanently removed.

Viewing Rule Details

When clicking on a rule in the table, a details panel is displayed on the right side of the window. The panel shows:

• The rule name and ID.

• An enable/disable toggle.

• Tags assigned to the rule.

• The selected view template and its type.

• A read-only preview of all filters defined in the view template.

• All configured actions with their associated tags.

Creating a View Template from the Rule Dialog

When creating or editing a rule, a new view template can be created directly from the conditions section:

1. Click the Create New button in the view template selection area.

2. Enter a Name for the view template.

3. Select a Type from the dropdown.

4. Add one or more filters by selecting a field, entering a value, and clicking Add.

5. Click the Create and Use button.

The newly created view template is automatically selected for the current rule.

Tag Input

The tag input field supports the following search syntax:

Tags that are already selected are excluded from the search results. Clicking a tag adds it to the selection. Clicking the remove icon on a selected tag removes it.

IAM Permissions

Access to automation rules is controlled through IAM roles. The following permission levels are available for the Automation Rules module:

For more information on managing roles, see Role Management.

Related Articles

• View Templates

• Tags

• Managing Tags

• Role Management