Create a Custom Policy

Steps to create a custom policy

Updated over a week ago

Note that only administrators have access to the Policies panel. Creating a Policy from scratch may involve some level of technical expertise, depending on the complexity of the policy required. Contact DubBot support using the in-app chat or by emailing if you would like help configuring a policy or do not have the appropriate user level.

To manage Policies, select Settings from the top menu, and from the left-hand navigation under Account Checks Settings, select Policies.

Screen capture of the Manage Policies panel in DubBot. The Settings button in the Secondary Nav is highlighted and the Policies button in the Left Nav.

To create a new check, select the Add new policy button and then Create Custom Policy from the dropdown.

Manage Policies panel with red box around Add new policy button and its dropdowns.

In the Name field, enter the title for the policy. The Name displays in the Quick Wins panel and on the detailed page view when the Policy matches a page.

The Policy Notes field allows users to include additional details about the Policy. Policy Notes are particularly useful for guiding users on the purpose of the flag. This content will display as expanded content when the Name is clicked on the detailed page view.

Fields shown in General tab of Create new policy panel in DubBot App

To make a Policy based on a set of rules, repeat the following steps as many times as the ruleset requires.

Select the type of Rule you want to create.

In the Search By dropdown, choose the type of search. Search type options are Word or phrase, Link Text, Link URL, CSS Selector, XPath, and Regular Expression.

Screen capture of the search by options described above.

Enter the matching rule for your policy

In the Rule field, enter the search information needed to match the type of Search you have selected.

Customize the supplementary rules available for your search type

Word Matching Behavior is a dropdown that appears for the Word or Phrase type of search. Choices in this dropdown are Find this exact word/phrase and Find partial matches.

The Case Sensitivity dropdown allows users to make a case sensitive or insensitive search. Selecting Case-sensitive means that a search for "John Doe" would only return "John Doe" and not "john doe". Selecting Ignore Case means that a search for "John Doe" would return "john doe" along with any variation of capitalized/lowercase letters.

Page Content Check Behavior is a dropdown only present for the Word or Phrase and Regular Expression searches. Selecting Check only text on page means that only the text of pages gets searched to match the rule, excluding all content within code tags. Selecting Check text on page and source code checks both the text of pages and the content within code tags.

URL Option is a dropdown that only appears for a Link URL search. Choices for URL searches are: Equals, Starts With, Ends With, and Contains.

The Matching Behavior dropdown allows you to choose Flag pages that match this rule or Flag pages that do not match this rule. Select Flag pages that do not match this rule to flag pages that do not match the search criteria. Note that the majority of Policies are to flag for the existence of a search query, so the majority select Flag pages that match this rule.

If the Policy requires more than one rule, select the Add Rule button to enter more criteria. Repeat the process as many times as needed.

Screen shot capture of the Add Rule button in the Rules section.

Rule Matching Behavior

Rule Matching Behavior is only applicable to Policies that have multiple rules.

This dropdown allows users to select whether the Policy is an OR or an AND selector. Selecting Match any rule means that pages only have to match one rule within the built set of rules to be flagged. Selecting Match all rules means that pages have to match all rules to be flagged.

Saving the new Policy

Once all of the Rules are configured, select Create to save the new Policy.

Custom Policy Category

Select the Advanced tab in the Create Custom Policy panel. From the Category dropdown, select one of the following Categories to help organize your policies: Web Governance Policy, Accessibility, Best Practice, Spelling, Flagged Words, SEO or Links.

Create custom policy panel with Advanced button highlighted and Category select box with its options as mentioned above.

Choosing the category Accessibility or Best Practice allows DubBot to automatically check “Show to content editor.”

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