---
title: "Add an Interaction with a Rule to a Person Record"
slug: "add-an-interaction-to-a-person-record"
updated: 2026-02-27T17:35:49Z
published: 2026-02-27T17:35:49Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Add an Interaction with a Rule to a Person Record

Rules can be leveraged to automatically set an interaction on a Person record based on custom filter criteria.

1. Click **Database** in the top navigation bar and select **Rules**.
2. Click **New Rule**.
3. Enter the following configurations in the popup window:
  - **Name:** Set (Interaction Name) Interaction
  - **Type** Configurable Joins
  - **Base:** Person
  - **Rule Type:** Interaction
  - **Rule Trigger:** Upon Update (Deferred)
  - **Folder:** Interactions
4. Click **Save**.

## Configure the appropriate filters:

- Select any filter to determine the population that should be assigned a particular interaction.

## Configure the appropriate action:

- **User:** Select the administrative Slate user to be associated with this interaction every time the interaction is added.
- **Code:** Select the interaction code to be inserted on the person record. Additional options may be available depending on the type of code selected.
- **Subject:** Provide a subject that will display on the timeline of a person record. For a watch flag, the subject is what displays on the top of the entire person record.
- **Private Comments:** If necessary, provide static private comments. These comments are visible only upon clicking into the interaction from the timeline and are not displayed to the student/person.
- **Public** - **Optional**: Selecting this setting allows the subject and public comments to be visible to the student/person through their application status portal.
- **Public Comments** - **Optional:** These comments will be displayed to the student/person.

> Tip
> 
> An Activity/Interaction is added by a rule only if that activity/interaction does not already exist on the record from the same rule/source.