> For the complete documentation index, see [llms.txt](https://docs.meta-inf.hu/myra-master-your-ratings/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.meta-inf.hu/myra-master-your-ratings/use-myra/understand-collection-rules.md).

# Understand Collection rules

Collection Rules let you control when a survey is shown and who can submit it. They are **restriction rules**: add them only when you want to limit collection.

Each Feedback Survey has its own independent rule set. These rules affect request panels, portal collection, standalone links, and embedded survey collection wherever that survey can appear.

#### How rules behave <a href="#how-rules-behave" id="how-rules-behave"></a>

* **Enable Collection** must be turned on before any rule can matter.
* With **no rules**, collection is allowed.
* If **all rules are disabled**, collection is also allowed.
* If one or more rules are enabled, **all enabled rules must pass** for the survey to appear.
* Some rules only apply to certain survey scopes.

{% hint style="info" %}
Legacy **Always Allow** and older **Cooldown** configurations are no longer used as addable rules. Existing older setups are migrated automatically to the current rule model.
{% endhint %}

#### Available Rule Types <a href="#available-rule-types" id="available-rule-types"></a>

Currently, Myra offers the following Collection Rules:

* **Date Range**
  * Show the survey only between the selected start date and end date.
* **Day of Week**
  * Show the survey only on selected days of the week.
* **Last Submission**
  * Show the survey only if enough time has passed since the same user last submitted this survey.
* **Last Resolved**
  * Show the survey only if enough time has passed since the reporter's most recently resolved Jira issue. This uses Jira's issue resolution date.
* **Request Closed**
  * Show the survey only after the Jira Service Management request is closed.
* **Reporter Only**
  * Show the survey only to the reporter. Other users cannot submit feedback.

#### Configuring Your Rules <a href="#configuring-your-rules" id="configuring-your-rules"></a>

To manage your collection strategy, navigate to the **Settings** tab and scroll down to the **Collection Rules** section.

1. **Enable Collection:** Turn Feedback Collection on within the Collection tab before any rules can take effect.

<figure><img src="https://3520262872-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkIFt9YZMR8h3a9n0Km6u%2Fuploads%2FQNQmRHlSJceDr4vOyUHm%2Fsettings_collection_conf_enable_collection_highlight.png?alt=media&#x26;token=83d91b2e-217c-474e-9739-35e91493bbb3" alt="" width="563"><figcaption><p>Enable collection</p></figcaption></figure>

{% stepper %}
{% step %}

### **Add a Rule**

Click **Add Rule** and select the rule type you want to use.

<figure><img src="https://3520262872-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkIFt9YZMR8h3a9n0Km6u%2Fuploads%2FcoFlQOFbhOL5ReT9u9cd%2Fcollection_rules_add_new_rule_highlighted.png?alt=media&#x26;token=c5c33f75-828e-4d47-b35a-32914eb4973e" alt="" width="563"><figcaption><p>Add new rule</p></figcaption></figure>

<figure><img src="https://3520262872-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkIFt9YZMR8h3a9n0Km6u%2Fuploads%2Fk3WT6Hz5NYJb1ohSqPW8%2Fcollection_rule_types_highlighted.png?alt=media&#x26;token=3295becc-0b1e-47b5-910d-805e08833211" alt="" width="375"><figcaption><p>Select Rule Type</p></figcaption></figure>
{% endstep %}

{% step %}

### **Name and Describe**

Assign a unique name to your rule. (*Rule names cannot be changed once saved.*) Add a short description if you want to document the rule's purpose for your team.

<figure><img src="https://3520262872-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkIFt9YZMR8h3a9n0Km6u%2Fuploads%2FThaLGJL9crAOj42l2Ao6%2Fadd_new_collection_rules_highlghted.png?alt=media&#x26;token=13ff62f8-1bc3-44d1-a347-e5a570e95281" alt="" width="375"><figcaption><p>Add a unique name and a short description</p></figcaption></figure>
{% endstep %}

{% step %}

### **Toggle Status, Configure, Delete**

Once created, each rule can be switched on or off independently. This lets you pause a restriction without deleting it.

<figure><img src="https://3520262872-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkIFt9YZMR8h3a9n0Km6u%2Fuploads%2FhCYaNRVmZxxCU5WSpjyN%2Fcollection_rules_configuration_highlighted.png?alt=media&#x26;token=6775d983-ea47-44b1-8c30-b283a7a82dd3" alt="" width="563"><figcaption><p>Delete, configure, and toggle rule status</p></figcaption></figure>
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
Default CSAT collection rules cannot be deleted.
{% endhint %}

**Default behavior:** Most newly created surveys start with no collection rules. Built-in survey defaults are described on the Built in Feedback Surveys page.

#### Rule & Scope Compatibility Matrix <a href="#rule-and-scope-compatibility-matrix" id="rule-and-scope-compatibility-matrix"></a>

Because Myra Feedback Surveys can operate under different scopes, not all rules are applicable in every context.

|                     | Request scope | Project scope | Public scope | Notes                                                  |
| ------------------- | ------------- | ------------- | ------------ | ------------------------------------------------------ |
| **Date range**      | 🟢            | 🟢            | 🟢           | Available for all scopes.                              |
| **Day of week**     | 🟢            | 🟢            | 🟢           | Available for all scopes.                              |
| **Last submission** | 🟢            | 🟢            | 🟢           | Not offered for the built-in CSAT survey.              |
| **Last resolved**   | 🟢            | 🟢            | 🔴           | Uses the reporter's most recently resolved Jira issue. |
| **Request closed**  | 🟢            | 🔴            | 🔴           | Request-scoped surveys only.                           |
| **Reporter only**   | 🟢            | 🔴            | 🔴           | Request-scoped surveys only.                           |


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