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  4. Manage Rules and Modes for XFINITY Home - Automation

Manage Rules and Modes for XFINITY Home - Automation

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Learn how to use your XFINITY Home Subscriber Portal to manage rules and modes to maximize the value of your XFINITY Home - Automation system.

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Rules and Modes

What Is a Rule?

A rule is a customized command that helps you get the most out of your XFINITY Home system by:
  • Notifying you when certain system events occur
  • Automating system functions
  • Allowing your devices to work together

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How Rules Can Help You

Rules help you to manage your system, saving you time and effort, and are incredibly flexible. Use them to tell your system what to do, at what times, on what days, and in response to what events. You can also set whether the rule will be active all of the time or only when the system is in a certain mode (such as Away).

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Examples of Popular Rules

Here are some examples of the kinds of rules that you can add to get your system to automatically do things for you.
  • Add a rule to receive a text message if the front door lock remains unlocked after 8:30 AM on weekdays. If someone forgot to lock the door, you'll know it and can lock the door yourself using the XFINITY Home app for mobile devices.
  • Add a rule to receive a text message when your front door opens between 3:00 PM and 6:00 PM, Monday through Friday. Then, add another rule to take a picture or video when the front door opens during the same period.
  • Add a rule to have your system automatically turn off a light at sunrise and turn it on at sunset.

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The Parts of a Rule

Each rule is made up of settings. The settings available for a particular rule depend on what the rule is designed to do. Let's use this example to look at the settings in a rule to take a video when your front door opens.
Rules set up.
  • Device - The device that your system will monitor for the rule. In the example rule, this is your Front Door (but can be any door in your system).
  • Trigger - The state that the device must be in to trigger the rule. In this example, the door must be opened. You can change the trigger in various ways, depending on the rule (e.g., the door closing).
  • Action - What the system will do when the trigger occurs. In this example, the Front Door Camera will take a video. You could change this to taking five pictures instead or to a different Camera. The actions you can choose from will change depending on the rule. For example, in a rule to control a light, you can choose to turn the light on or off.
Each rule also has optional conditions that control when the rule is active.
  • A time or time period when the rule is active. In this example, the rule is active between 8:00 AM and 6:00 PM.
  • Modes when the rule is active. In this example, the rule is active in Home and Away modes. You can change this to whichever modes you want, but at least one must be selected.
  • Days when the rule is active. In this example, the rule is active on weekdays. You can change this to all days, an individual day, or any combination of days.
Remember! The rule settings and the order in which they appear aren't the same for all rules. They change depending on what the rule is designed to do.

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Using Modes to Group Multiple Rules

Assigning a mode to a rule means that the rule will only run when your system is in the selected mode. (The rule also must be turned on; if turned off, it will never run.) Assigning the same mode to multiple rules lets you group rules that you want to run together.

Let's say you're going on vacation. While you're gone, you want a light to turn on at 6:00 PM each day and turn off at 11:00 PM. If your front door opens, you want a relative to get a text message so he or she can stop by and check things out. There are a few different ways you could set this up, but here's a simple one:
  1. Make sure your relative is in your automation contacts.
  2. Create a rule to turn on a light at 6:00 PM, and assign it to Vacation mode.
  3. Create a rule to turn that light off at 11:00 PM, and assign it to Vacation mode.
  4. Create a rule to send a text message if your front door opens, and assign it to Vacation mode.
When you activate Vacation mode, all three rules will run. When you activate a different mode, none of the rules will run. You can create as many rules as you need for what you want your system to do during Vacation mode.

You can also use the same rule in multiple situations because each rule can apply to as many modes as you'd like. So if you want a light to turn on at 6:00 PM any time you're away from home, not just when you're on vacation, you can assign that rule to both Vacation and Away modes.

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Viewing Existing Rules

  1. Sign in to your Subscriber Portal.
  2. On the Overview page, click Automation in the menu bar. The Automation page lists your existing rules.
    Rules page under the Automation tab.

    At a glance, you can see the modes a rule is assigned to, the days on which a rule is active, and whether the rule is turned on (blue switch with circle to the right) or off (gray switch with circle to the left).

    Use the Filter drop-down list to filter the Rules list to show only rules assigned to a specific mode.
  3. Scroll down to the Popular Rules section to see examples of the kinds of rules you can create, divided into the categories Convenience, Kids, Pets, Caretaking, Travel and Security.
Did You Know? You can also view your rules in the XFINITY Home app for mobile devices.

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Adding a Rule

A few things to know before you start adding rules:
  • For rules that involve being notified when something happens, the mobile phone numbers or email addresses where the notification will be sent are defined in your automation contacts. Make sure that your automation contacts are up-to-date.
  • Want to add a rule to schedule your XFINITY Home Thermostat? Use the Thermostat Scheduler. Nest Thermostats can't be scheduled in the Subscriber Portal.
  • When you add a rule, the pages and settings you'll see depend on the specific rule you're adding - different rules have different settings. To learn more about the parts of a rule, see The Parts of a Rule. The following instructions walk you through adding a rule to have a Camera take a video when a Door is opened. After the first two steps, the pages you see for your rule may be different than the ones shown.
To add a rule:
  1. On the Automation page (see Viewing Existing Rules), click Create a Rule at upper right.
  2. You'll see a group of icons for the devices in your system. Click the type of device that you want the rule to control or monitor. For example, if you want your Front Door Camera to take a video every time the door opens, click Cameras. If you want to be notified every time a door opens, click Doors.
    Screen titled "I want to create a rule for..." with a list of devices below.
     
  3. Click the specific device that you want the rule to control or monitor, then click Continue.
    List of cameras with Front Door Camera selected.
     
  4. Select the action that you want the device to perform or the system to take, then click Continue. The actions available will depend on the device you selected and what the rule is designed to do. For example, if the rule controls a Light, the available actions will be to turn the Light on or off.
    List of actions for the Front Door Camera, with "To take a video" selected.
     
  5. Select the trigger that will cause the action you selected to be performed.
    Screen titled "I want Front Door Camera to take a video" with a list of triggers below.
     
  6. If the trigger involves additional settings, it expands to allow you to choose those settings. In this example, you need to select which door to monitor and whether the door is opened or closed. Click Continue.
    List of different doors with Front Door selected to trigger the rule.
     
  7. Select the time period when you want the rule to be active. If you select Between time, select the start and end times to define when you want the time period to begin and end. The rule won't be triggered outside of this time period. Click Continue.
    Time period screen with Between time selected.
     
  8. At the bottom of the page, select the mode(s) when you want the rule to be active. The rule won't be triggered when the system is not in the selected mode(s).
    Summary of the new rule with option to select mode and the days of the week the rule is active.
     
  9. Next to the modes, select the days that you want the rule to be active. The rule won't be triggered on other days.
  10. In the box in the middle of the screen, enter the rule name that will appear in the rules list in your Subscriber Portal. It's a good idea to use a name that includes what the rule does and when, such as "Send text when front door opens 3pm to 5pm."

    Tip: The modes and days when a rule is active will be shown next to the rule in the rules list, so you don't need to include the modes/days in the rule name.
  11. Click Save. That's it! Your new rule will appear in the rules list.
Did You Know? If you create rules to automatically take pictures and video clips, you can access those saved pictures and videos in your Subscriber Portal, the XFINITY Home app for mobile devices and the XFINITY Home app for XFINITY X1 TV Boxes.

24/7 Video Recording automatically creates video clips when your Camera detects motion and allows you to create custom clips from video recorded in the last 10 days. To learn more about 24/7 Video Recording, call 1-800-XFINITY.

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Changing a Rule

  1. On the Automation page (see Viewing Existing Rules), click the pencil icon next to the rule you want to change.
    List of rules in the Automation tab.
     
  2. Redefine the rule, following the instructions in Adding a Rule.

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Turning Rules On and Off

When a rule is on, it runs according to its definition. When a rule is off, the rule is inactive and doesn't run.

On the Automation page (see Viewing Existing Rules), the On/Off switch to the right of a rule indicates whether the rule is on or off.

Click the On/Off switch next to turn a rule On (blue switch with the circle at the right) or Off (gray switch with the circle at the left) to change its current state.
The enable/disable switch next to each rule in the Rules list.

Did You Know? You can also turn rules on and off in the XFINITY Home app for mobile devices.

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Deleting a Rule

  1. On the Automation page (see Viewing Existing Rules), click the trash icon next to the rule you want to delete.
  2. In the confirmation box, click Delete to permanently delete the rule or Cancel to keep the rule.
    Careful! Once you delete a rule, it's gone. If you want it back, you'll need to re-create it (see Adding a Rule).

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Activating a Mode

  1. On the Overview page, click Change Mode under the Mode icon.
    Overview page in the XFINITY Home Subscriber Portal.
     
  2. In the Select a mode box, click a mode to activate it, then click Change Mode. That's it!
    Select a mode box with options for Away, Home, Night and Vacation.

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Find this article at:

https://www.xfinity.com/support/home-control/manage-create-rules-help/

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