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Visual Rule Builder

The Rule Builder is RoleLogic's core interface for creating and managing automation rules. It's designed to be intuitive enough for beginners yet powerful enough for complex setups.

Accessing the Rule Builder​

  1. Open the RoleLogic Dashboard
  2. Select your server from the server list
  3. You're now in the rule management area

From here, you can:

  • View all existing rules in the sidebar
  • Create new rules
  • Edit existing rules
  • Test your rules

The Dashboard Layout​

The sidebar shows:

  • Server name and icon: Confirms which server you're managing
  • Rule list: All your rules with their status indicators
  • Quota information: Rules used vs. available
  • Navigation options: Access to other features like logs and settings

Main Area (Right)​

The main area displays:

  • Rule editor: When creating or editing a rule
  • Getting started guidance: When no rule is selected
  • Test results: When using the sandbox feature

Creating a New Rule​

Step 1: Click "Add New Rule"​

Find the "Add New Rule" button in the sidebar or main area. This opens the rule editor with a blank template.

Step 2: Configure the Condition (IF Section)​

The IF section defines when your rule should trigger.

Choose a Condition Type:

Click the dropdown to select how you want to match members:

  • Has Some Roles
  • Has All Roles
  • Lacks Some Roles
  • Lacks All Roles
  • Exactly N Roles
  • At Least N Roles
  • At Most N Roles
  • More Than N Roles
  • Less Than N Roles

Select Roles:

Click the role selector to choose which roles to check. You can:

  • Search for roles by name
  • Click to select/deselect
  • Select multiple roles

Set Threshold (if applicable):

For count-based conditions (Exactly N, At Least N, etc.), enter the number.

Add More Conditions (Optional):

Click "Add AND Condition" to add additional conditions. All conditions must match for the rule to trigger.

Step 3: Configure the Action (THEN Section)​

The THEN section defines what happens when the condition matches.

Choose an Action Type:

  • Add Roles: Assign roles to matching members
  • Remove Roles: Take roles away from matching members

Select Roles:

Click the role selector to choose which roles to add or remove.

Add Combined Action (Optional):

Click "Add Combined Action" to both add AND remove roles in a single rule.

Step 4: Configure Settings​

Rule Description:

Enter a friendly name that describes what this rule does. Examples:

  • "VIP for Server Boosters"
  • "Remove Guest when Verified"
  • "Staff tier cleanup"

Priority:

Set the execution order:

  • 0 = runs first
  • Higher numbers run later

Each rule must have a unique priority number—no two rules can share the same priority. Priority matters when rules might affect each other. Lower priority rules have their actions applied first.

Enabled Toggle:

Keep this ON to activate immediately, or turn OFF to save without activating.

Step 5: Save​

Click "Save Changes" to create your rule. It immediately begins processing if enabled.

Editing Existing Rules​

Select a Rule​

Click any rule in the sidebar to open it in the editor.

Make Changes​

Modify any part of the rule:

  • Change conditions
  • Update actions
  • Adjust priority
  • Edit the description

Save or Revert​

  • Save Changes: Apply your modifications
  • Revert: Discard changes and restore the previous version

A banner shows "Unsaved changes" when you have pending modifications.

Managing Rules​

Enable/Disable Rules​

Toggle the switch on any rule to enable or disable it:

  • Enabled: Rule is actively processing
  • Disabled: Rule is saved but not running

Use this to temporarily pause rules without deleting them.

Delete Rules​

To remove a rule:

  1. Select the rule
  2. Find the delete option
  3. Confirm deletion
caution

Deleted rules cannot be recovered. Make sure you want to remove it permanently.

Duplicate Rules​

Some setups benefit from duplicating rules:

  1. Create a new rule
  2. Set it up similarly to an existing one
  3. Modify the differences

Understanding Rule Status​

Rules display status indicators:

StatusColorMeaning
EnabledGreenRule is active and processing
DisabledGrayRule is saved but not running
PendingYellowRule is queued, waiting for sync
StoppedRedRule was auto-stopped (see troubleshooting)

Interface Tips​

Search and Filter​

With many rules, use search to find specific ones by name or description.

Role Selector​

The role selector shows all roles from your server:

  • Roles are color-coded to match Discord
  • Search filters as you type
  • Selected roles show checkmarks

Auto-Save Indicators​

The interface shows when changes are:

  • Unsaved: Changes pending
  • Saving: Currently saving to server
  • Saved: Changes confirmed

Best Practices​

Use Descriptive Names​

Future you will thank present you:

  • ✅ "Remove Unverified when Member verified"
  • ❌ "Rule 1"

Start Simple​

Begin with basic rules before creating complex conditions. Each rule should do one logical thing.

Test First​

Use the Testing Sandbox before relying on any rule in production.

Document Logic​

For complex rules, consider keeping notes (in descriptions or externally) about why you set them up that way.

Review Regularly​

Servers evolve. Periodically review your rules to ensure they still make sense.

Keyboard Shortcuts​

While most interaction is point-and-click, some keyboard shortcuts help:

  • Tab: Move between fields
  • Enter: Confirm selections
  • Escape: Cancel/close dialogs

Next Steps​