Why is the description option missing when creating automated rules?
Specific filtering criteria like description have disappeared from the rule creation interface, making it impossible to build new rules using that text. Even when a rule can be saved via bank text, testing it returns zero results, forcing users to deal with unwanted tickets and empty descriptions.
What people tried
Every workaround mentioned in the threads below. We haven’t tested any of them — and nobody here is claiming they worked.
Found another way around this?
Share your steps and trade-offs so fellow engineers don't have to reinvent the wheel. No account required.
- 1Save rules using bank text instead of descriptionDid this help you?
- 2Save the rule first using alternative options, then go back to edit the rule to find descriptionDid this help you?
- 3Use test rule features to see if rules apply to the bank feed despite interface omissionsDid this help you?
- 4Trying to use the ticket description field to trigger workflows based on specific textDid this help you?
In their words
Unedited, grouped by where they were said, most upvoted first within each place, each linked to the thread it came from.
“The options used to be Description, Bank Text, Amount. Now description isn't there.”source ↗
“So I just can't make new rules that search the description text anymore?”source ↗
“When I save using bank text and go to edit the rule, description is there now. But now when I 'test rule' it, it returns a result of zero.”source ↗
Where this came up
People with this problem also raised
- 11Why built-in software AI features don't fit real work
- 2How to stop updates from overwriting custom templates
- 6How to teach a class with no textbook or curriculum
- 2Why does it say the review window has passed?
- 4Why do invoice automation tools fail on minor text mismatches?
- 2How to design custom product cards without plugins