> For the complete documentation index, see [llms.txt](https://docs.advertisingbeast.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.advertisingbeast.com/managing-advertising-accounts/modules/automated-rules/before-setting-up-rules.md).

# Before setting up rules

Proper preparation and understanding are crucial when working with automations to avoid unintended consequences and to maximize their effectiveness.

### **Considerations**

* Be aware of the current limitations in automated scheduling and exercise caution.
* Due to these limitations, you might need to manually execute rules at times.

### **Recommendations**

* Extensively test the rules to ensure they yield the desired outcomes.
* Have a clear plan for rule implementation on each account.

### **Checklist**

* [x] Ensure you have a comprehensive understanding of how the rule system functions.
* [x] Develop a strategy for which rules to apply to a specific account.
* [x] Set minimum and maximum bid limits at the account level.
* [x] Lock any records that should not be updated by automations during their execution times.

### **Known bugs**

* **Critical - last execution date/time issue**: The system may incorrectly display the attempted execution date/time for a rule, regardless of whether the rule was actually executed or not.
* **Critical - date scheduler failure**: The date scheduler is unable to correctly schedule rules for the next immediate date, leading to scheduling failures.
* **Critical - non-running rule update issue**: If a rule fails to run, the system does not update it to the next scheduled run date, causing potential disruptions in automation.
* **Critical - campaign strategy and placement options:** The system correctly saves rules with bidding placement or strategy but they are not executed
* **Critical - invalid bid value**: Modifying account selection triggers a bid value error.
* **Visual bug in bid selector**: The bid selector interface has a visual bug where it fails to display the bidding operation options.
* **Missing fields and success status**: When fields are missing in a rule, the system incorrectly triggers a success status without any error messages, but the rule is not actually saved.
* **Saving operations and blank state**: When saving operations are performed, rules pages may enter a blank state. Depending on the number of rules, this can create an illusion of “disappearing rules.”
* **Run now button issue**: The 'Run Now' button does not activate any loaders, giving the false impression that the system is non-responsive or “stuck.”

### **Future enhancements**

* **Filtering with conditions**: Plans to introduce advanced filtering options that utilize specific conditions for more precise rule management.
* **Executing actions via overview**: A future enhancement to allow direct execution of actions from the overview page, enhancing convenience and control.
