Create a decision profile

Add, edit, activate or archive a decision profile on the Advanced Rules page so several automations can share the same approval and routing rules.

In the sidebar, open Settings, then choose Advanced Rules under Automation. The page address is /lifecycle-automation/profiles. The page heading reads Decision profiles, or AI policies & decision profiles when AI features are switched on for your organization. Most companies never need this page; the defaults that come with each automation are enough. Use it when several automations should follow one set of rules about when to hold an action for approval.

Before you start

• Reading profiles needs permission to view automation decisioning. Adding or changing them needs permission to manage decisioning; without it the New decision profile, Edit, Activate and Archive buttons are hidden.
• A profile's rules are written as a block of structured text in Config JSON. If you are not comfortable editing that, ask whoever set up your automations.

Steps

1. Press New decision profile at the top right. The Create policy profile drawer opens. (With AI switched on, New AI profile creates the AI kind instead.)
2. Leave Profile kind as Decisioning.
3. Type a Profile key, a short unique name with no spaces, and a Title people will recognise.
4. Choose a Scope: Organization for every branch, Branch for one branch, or Enterprise hub. Branch asks for a Branch ID; Enterprise hub asks for an Enterprise hub ID.
5. Add a Description so others know what the profile is for.
6. Paste or edit the rules in Config JSON.
7. Press Create profile. The drawer closes and Nova shows Lifecycle policy profile created. The profile is saved as a draft.
8. Current profiles lists only the profiles automations use right now. Press Archive on a card to retire that profile.

What you see

• Each card under Current profiles shows the status chip, the kind, a Current chip on the version in use, the title, the description or key, the rules block, the scope, the version number and when it was updated.
• Edit opens the same drawer as Edit policy profile, where you can change the Title, Description and Config JSON. The kind, key and scope are fixed once the profile exists. Only a draft can be edited; a profile that is in use answers with an error that only draft profiles can be edited.

If something looks different

• The drawer shows a red error after you press Create profile or Save profile: the text in Config JSON is not valid. Check for a missing comma, quote or bracket and try again.
• The page reads No profiles are visible: no profile is in use yet.
• The profile you just created is not in the list: the list shows only profiles that are in use, and a new profile starts as a draft. This page does not offer a way to activate a draft; ask whoever set up your automations.
• The page says decision profiles are unavailable: your role cannot view decisioning. Ask your admin.
• You only want to stop messages going out at night or to people who opted out: that is not a profile, it is a guardrail. See Set automation guardrails.

Open Advanced Rules