Sync rules

Sync rules control which Vault Items synchronize to Fusion Manage and what data the connector includes during synchronization. You configure sync rules in the Sync Rules tab of the Vault Connector Mappings dialog.

Sync rules have two components: sync behaviour settings and criteria rules. Together, these settings determine both what gets synced and which Items are eligible.

Sync behaviour

The sync behaviour setting applies globally to all Sync to Fusion Manage actions. It controls the scope of data that the Vault Connector transfers during synchronization.

You can choose one of two options:

• Item & BOM (Default): Syncs the Item, its Bill of Materials, and any configured attachments to Fusion Manage. Use this option when you need complete product structure data in Fusion Manage.
• Item Properties and Attachments Only: Syncs only the Item properties and attachments, without the BOM. Use this option when you need Item-level data in Fusion Manage but do not require the BOM structure.

Criteria rules

Criteria rules define conditions that Vault Items must meet before the connector syncs them to Fusion Manage. Each rule specifies a Vault property, a condition, and a value.

When you configure multiple criteria rules, the connector evaluates them using AND logic. An Item must satisfy every rule to be eligible for synchronization. For example, if you add two rules -- one for Category Name and one for Title -- only Items that match both conditions sync to Fusion Manage.

To build a criteria rule, you select:

• Vault Property: The Item property to evaluate (for example, Category Name or Title).
• Condition: The comparison operator (for example, equals, contains, or does not equal).
• Value: The target value to compare against.

Configured criteria rules display in a table that shows the Vault Property and Value for each rule. You can add, replace, or remove rules as needed. Each rule must be unique. If you add a duplicate, the connector displays an error.

When no criteria rules are configured, all Items are eligible for synchronization.

What happens when Items do not meet sync rules

When you attempt to sync an Item that does not match the configured criteria rules, the Vault Connector displays an error: "Selected Item/s does not meet the sync rules that has been configured." The sync does not proceed for those Items.

Items that meet the criteria rules sync normally based on the selected sync behaviour setting.

Reset to defaults

You can reset the Sync Rules tab to its default configuration at any time. This clears all criteria rules and restores the sync behaviour to Item & BOM.