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Home > Success Center > Archive > 2017October27 - Deletes > Clone a rule

Clone a rule

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Created by Caroline Juszczak, last modified by Kevin.Swinson on Oct 27, 2017

Views: 21 Votes: 0 Revisions: 5

The Clone command copies any existing rule, make changes to the copy, and then saves the copy with a new name in one of your Custom Rules sub-folders.

You can create variations on existing rules. For example, you can clone a preconfigured rule and then adjust the cloned copy to suit your specific needs.

A cloned rule must apply to the same Manager as the original rule. You cannot clone a rule from one Manager and save it for another Manager.

  1. Open the Build > Rules view.
  2. In the Rule Categories & Tags pane, maximize the category that contains the rules you want to enable.
  3. In the Rules grid, select the rule you want to clone.
  4. Click File:Success_Center/New_Articles/LEMUserGuide_MT/0B0/0H0/Button-Gear_17x14.png and select Clone.

  5. In the Clone Rule form, enter a name for the rule in the Clone Name box.
  6. In the Rule Categories & Tags pane, select which Custom Rules folder will store the cloned rule.
  7. Click OK.

    The cloned copy opens in Rule Creation so you can any needed changes.

 
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