Create a custom rule for Workload Factory in NetApp Console
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Create custom rules to check your FSx for ONTAP resources in Workload Factory. Describe the rules in plain language, and the AI rule builder will turn your request into a validated rule.
The rule setup process guides you through each step: creating the rule, reviewing how the AI understood it, and checking the results before scheduling regular reviews. You stay in control throughout the process. The system suggests a rule based on your prompt, but nothing happens until you approve it.
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If your account admin has turned off AI features, you'll see a message and won't be able to create or edit custom rules. Contact your administrator or learn about AI administration. |
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You have configured AWS credentials with read-only access.
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You have ONTAP credentials with viewer permissions.
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You have a link or agent configured for FSx for ONTAP connectivity.
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You understand that custom rule creation uses NetApp's Bedrock AI service.
Create a rule
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Log in to the NetApp Console.
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Select the menu
and then select Workloads > Well-architected > Rule builder.When you open the rule builder, it shows sample prompts to help you write your custom rule. You can select Copy prompt to copy a sample prompt into the AI dialog text box.
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In the Create a rule field, enter your rule description in natural language. Be as specific as possible about:
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What resource type you're checking (file system, volume, or cache).
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What condition you're validating.
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What threshold defines compliance.
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Why this rule matters (optional but recommended).
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Select
.The AI analyzes your prompt and generates a rule definition.
Review the AI interpretation
The rule builder displays:
- Parsed interpretation
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How the AI understood your prompt in plain language.
- Rule definition
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The structured rule including resource type, condition logic, and evaluation criteria.
- Reasoning
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Why the AI interpreted your prompt this way.
- Confidence indicator
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How confident the system is in the interpretation.
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Review the interpretation to make sure it matches what you intended.
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Check that the rule definition is correct.
If the interpretation is unclear or wrong, the system may ask questions such as:-
Which resource should be checked?
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What value or limit defines compliance?
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How often should the rule run?
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Respond to the AI's clarifying questions.
The AI might ask you to choose from several options to better understand what you need. Answer each question and select Continue, or select Skip to move past optional questions.
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After answering all questions, select Continue to create your rule.
Test the rule
Before you save or schedule the rule, run a test to see which resources it will affect.
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Select Validate rule.
The system evaluates all resources in scope against your rule logic.
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Review the validation results:
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Resources evaluated: Total number of resources checked
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Compliant: Resources that meet the rule criteria
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Non-compliant: Resources that do not meet the criteria
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Failed evaluations: Resources that could not be evaluated (with error details)
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Save or schedule the rule
After you validate your rule, you can save it as a draft or set it to run regularly.
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Do one of the following:
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To schedule regular evaluation, set the evaluation frequency and select Schedule. The rule is enabled and runs on the defined schedule.
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To save after validation without scheduling, select Save as draft. The rule is saved but not evaluated until you schedule it.
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To delete the rule, select Delete.
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Your custom rule has been created and is listed in the rule catalog. If you set a schedule, it will check your FSx for ONTAP resources at the specified frequency.
If you edit the rule later, the system will guide you through the same steps—chat, review, approval, and validation—before you save the updated version.