Planon IoT : Planon IoT : IoT Platform : Creating an Application : Defining Rules
Defining Rules
Rules can be defined either using the IoT Platform Portal (as described below) or using REST API (as described in Defining Rules – Developer Workflow).
Create the rules that define the conditions and timing when specific actions are triggered. For example, a rule can define that an email is sent to specific person with a specific message when the temperature of a specific refrigerator goes over 20° F /-6,7 C.
To define a rule, click Rules (Rules button) in the IoT Platform portal. Fill out the following fields:
Field
Description
General
Enter a Name and Description for the new rule.
Here, you can also specify the severity of the alarm when it is triggered:
• Warning
• Minor
• Major
• Critical
Time
Here, you can specify a Timezone and time-related information for the rule. You can either select a Period, a Schedule or a time Relative to a meeting (start or end).
Conditions
Specify the conditions that trigger the rule. You can choose one of the available conditions:
• Threshold
• Threshold with duration
• Entered geofence
• Exited geofence
• In geofence with duration
• Out of geofence with duration
• Instantaneous
• Compare reading
After selecting a condition, you can then further specify the condition details:
• Condition name
Specify a name for your condition.
• Condition level
Specify at which level you want to apply the condition.
• Devices
Specify the device(s) for which the condition applies.
• Data
Specify the event for which you want to create the rule - for example, a temperature threshold that drops below a specific value.
• Operator
Select an that applies to your situation.
• Value
Specify the value that constitutes the baseline for your condition.
• Duration
Specify the time in minutes.
* 
When a rule is triggered, the notification will have a date/timestamp of the start of triggering the rule.
• Radius
Specify the radius for your condition by moving the slider (only for geofence conditions).
Actions
Specify the operations that are activated when the rule takes effect, such as:
• Sending an SMS/email
• Making a phone call
• Sending a call to a web service
• Sending information to an ERP/CRM
• Activating an endpoint on the Device (such as opening a light or closing a lock).
You can also specify that an Alarm instance is created when the rule is triggered. Various fields of information from the rule itself and/or from the event that triggered the rule can be included in an SMS/email.