---
title: Create a failed transaction rate threshold rule
description: You can create a failed transaction rate threshold rule to alert you when the rate of transaction errors in a service exceeds a defined threshold. Threshold...
url: https://www.elastic.co/elastic/docs-builder/docs/2455/solutions/observability/incident-management/create-failed-transaction-rate-threshold-rule
products:
  - Elastic Cloud Serverless
  - Elastic Observability
applies_to:
  - Elastic Cloud Serverless: Generally available
  - Elastic Stack: Generally available in 9.0+
---

# Create a failed transaction rate threshold rule
<note>
  **For Observability serverless projects**, the **Editor** role or higher is required to create failed transaction rate threshold rules. To learn more, refer to [Assign user roles and privileges](/elastic/docs-builder/docs/2455/deploy-manage/users-roles/cloud-organization/user-roles#general-assign-user-roles).
</note>

You can create a failed transaction rate threshold rule to alert you when the rate of transaction errors in a service exceeds a defined threshold. Threshold rules can be set at different levels: environment, service, transaction type, and/or transaction name. Add actions to raise alerts via services or third-party integrations e.g. mail, Slack, Jira.
![Create rule for failed transaction rate threshold alert](https://www.elastic.co/elastic/docs-builder/docs/2455/solutions/images/serverless-alerts-create-rule-failed-transaction-rate.png)

<tip>
  These steps show how to use the **Alerts** UI. You can also create a failed transaction rate threshold rule directly from any page within **Applications**. Click the **Alerts and rules** button, and select **Create threshold rule** and then **Failed transaction rate**. When you create a rule this way, the **Name** and **Tags** fields will be prepopulated but you can still change these.
</tip>

To create your failed transaction rate threshold rule:
1. From the Observability UI, go to **Alerts**.
2. Select **Manage Rules** from the **Alerts** page, and select **Create rule**.
3. Enter a **Name** for your rule, and any optional **Tags** for more granular reporting (leave blank if unsure).
4. Select the **Failed transaction rate threshold** rule type from the APM use case.
5. Select the appropriate **Service**, **Type**, **Environment** and **Name** (or leave **ALL** to include all options). Alternatively, you can select **Use KQL Filter** and enter a KQL expression to limit the scope of your rule.
6. Enter a fail rate in the **Is Above** (defaults to 30%).
7. Define the period to be assessed in **For the last** (defaults to last 5 minutes).
8. Choose how to **Group alerts by**. Every unique value will create an alert.
9. Define the interval to check the rule (for example, check every 1 minute).
10. (Optional) Set up **Actions**.
11. **Save** your rule.


## Add actions

You can extend your rules with actions that interact with third-party systems, write to logs or indices, or send user notifications. You can add an action to a rule at any time. You can create rules without adding actions, and you can also define multiple actions for a single rule.
To add actions to rules, you must first create a connector for that service (for example, an email or external incident management system), which you can then use for different rules, each with their own action frequency.
<dropdown title="Connector types">
  Connectors provide a central place to store connection information for services and integrations with third party systems. The following connectors are available when defining actions for alerting rules:
  - [Cases](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/cases-action-type)
  - [D3 Security](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/d3security-action-type)
  - [Email](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/email-action-type)
  - [IBM Resilient](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/resilient-action-type)
  - [Index](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/index-action-type)
  - [Jira](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/jira-action-type)
  - [Microsoft Teams](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/teams-action-type)
  - [Observability AI Assistant](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/obs-ai-assistant-action-type)
  - [Opsgenie](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/opsgenie-action-type)
  - [PagerDuty](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/pagerduty-action-type)
  - [Server log](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/server-log-action-type)
  - [ServiceNow ITOM](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/servicenow-itom-action-type)
  - [ServiceNow ITSM](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/servicenow-action-type)
  - [ServiceNow SecOps](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/servicenow-sir-action-type)
  - [Slack](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/slack-action-type)
  - [Swimlane](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/swimlane-action-type)
  - [Torq](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/torq-action-type)
  - [Webhook](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/webhook-action-type)
  - [xMatters](https://docs-v3-preview.elastic.dev/elastic/docs-builder/docs/2455/reference/kibana/connectors-kibana/xmatters-action-type)

  <note>
    Some connector types are paid commercial features, while others are free. For a comparison of the Elastic subscription levels, go to [the subscription page](https://www.elastic.co/subscriptions).
  </note>
  For more information on creating connectors, refer to [Connectors](https://www.elastic.co/elastic/docs-builder/docs/2455/deploy-manage/manage-connectors).
</dropdown>

<dropdown title="Action frequency">
  After you select a connector, you must set the action frequency. You can choose to create a **Summary of alerts** on each check interval or on a custom interval. For example, you can send email notifications that summarize the new, ongoing, and recovered alerts every twelve hours.Alternatively, you can set the action frequency to **For each alert** and specify the conditions each alert must meet for the action to run. For example, you can send an email only when the alert status changes to critical.
  ![Configure when a rule is triggered](https://www.elastic.co/elastic/docs-builder/docs/2455/solutions/images/serverless-alert-action-frequency.png)
  With the **Run when** menu you can choose if an action runs when the threshold for an alert is reached, or when the alert is recovered. For example, you can add a corresponding action for each state to ensure you are alerted when the rule is triggered and also when it recovers.
  ![Choose between threshold met or recovered](https://www.elastic.co/elastic/docs-builder/docs/2455/solutions/images/serverless-alert-apm-action-frequency-recovered.png)
</dropdown>

<dropdown title="Action variables">
  Use the default notification message or customize it. You can add more context to the message by clicking the Add variable icon ![Add variable](https://www.elastic.co/elastic/docs-builder/docs/2455/solutions/images/serverless-indexOpen.svg) and selecting from a list of available variables.
  ![Action variables list](https://www.elastic.co/elastic/docs-builder/docs/2455/solutions/images/serverless-action-variables-popup.png)
  The following variables are specific to this rule type. You can also specify [variables common to all rules](https://www.elastic.co/elastic/docs-builder/docs/2455/explore-analyze/alerts-cases/alerts/rule-action-variables).
  <definitions>
    <definition term="context.alertDetailsUrl">
      Link to the alert troubleshooting view for further context and details. This will be an empty string if the `server.publicBaseUrl` is not configured.
    </definition>
    <definition term="context.environment">
      The transaction type the alert is created for.
    </definition>
    <definition term="context.grouping Elastic Stack: Generally available since 9.1">
      The object containing groups that are reporting data.
    </definition>
    <definition term="context.interval">
      The length and unit of time period where the alert conditions were met.
    </definition>
    <definition term="context.reason">
      A concise description of the reason for the alert.
    </definition>
    <definition term="context.serviceName">
      The service the alert is created for.
    </definition>
    <definition term="context.threshold">
      Any trigger value above this value will cause the alert to fire.
    </definition>
    <definition term="context.transactionName">
      The transaction name the alert is created for.
    </definition>
    <definition term="context.transactionType">
      The transaction type the alert is created for.
    </definition>
    <definition term="context.triggerValue">
      The value that breached the threshold and triggered the alert.
    </definition>
    <definition term="context.viewInAppUrl">
      Link to the alert source.
    </definition>
  </definitions>
</dropdown>


## Example

The failed transaction rate threshold alert triggers when the number of transaction errors in a service exceeds a defined threshold.
Before continuing, identify the service name, environment name, and transaction type that you’d like to create a failed transaction rate threshold rule for.
This guide will create an alert for an error group ID based on the following criteria:
- Service: `{your_service.name}`
- Transaction: `{your_transaction.name}`
- Environment: `{your_service.environment}`
- Error rate is above 30% for the last five minutes
- Group alerts by `service.name` and `service.environment`
- Check every 1 minute
- Send the alert via email to the site reliability team

From any page in **Applications**, select **Alerts and rules** → **Create threshold rule** → **Failed transaction rate**. Change the name of the alert (if you wish), but do not edit the tags.
Based on the criteria above, define the following rule details:
- **Service**: `{your_service.name}`
- **Type**: `{your_transaction.name}`
- **Environment**: `{your_service.environment}`
- **Is above:** `30%`
- **For the last:** `5 minutes`
- **Group alerts by:** `service.name` `service.environment`
- **Check every:** `1 minute`

Next, select the **Email** connector and click **Create a connector**. Fill out the required details: sender, host, port, etc., and select **Save**.
A default message is provided as a starting point for your alert. You can use the Mustache template syntax (`{{variable}}`) to pass additional alert values at the time a condition is detected to an action. A list of available variables can be accessed by clicking the Add variable icon ![Add variable](https://www.elastic.co/elastic/docs-builder/docs/2455/solutions/images/serverless-indexOpen.svg).
Select **Save**. The alert has been created and is now active!