Clone a Rule

A rule can be cloned from the Rules Manager to quickly create a rule that has similar attributes to another rule. The rule event and actions are copied from the original rule, but the criteria are not copied as they are often unique for the given rule.

1. Select Tools > Rules Manager from the Main Menu.

   The Rules Manager window opens.

2. Select the rule you want to clone.

3. Click Clone.

   The Clone Rule dialog box opens.

   The details from the original rule are displayed.

4. Modify the value in the Rule Name field to ensure your new rule is easily identifiable.

   This is especially important if there are multiple rules for the same event. It is recommended that you place identifying information in the Rule Name field, such as the affected group. For example, New Work Orders on Production Line 1.

5. Enter the display order for this rule in the Rule Order field.

   The rule order field controls the display order in the Rules Manager, allowing you to group similar rules and have more control over the display.

   Rule order also controls the order by which auto-assignments will be executed if there are multiple rules that are triggered by the same event. Although not often implemented, this functionality allows customers to create rule dependencies, where the second rule is contingent on the outcome of the first.

6. Select the repair center with which this rule is associated from the Repair Center field.

   This will allow you to more easily find the rule in the Rules Manager window.

   Important!

   This repair center designation only affects the filtering on the Rules Manager window. Refer to the Rule Criteria tab to learn how to configure a rule to only trigger on records from a given Repair Center.

7. If you want to change the event that triggers this rule, select a new event from the Event List.

   The event that triggers the rule is copied from the original rule. The event can be changed if necessary, but changing the event also changes the Rule Name.
   

8. To disable the rule, clear the Rule Enabled check box.

   The cloned rule initially has the same enabled status as the original rule. If you would like to disable the rule until you have had an opportunity to fully configure it, you can disable it.

9. Click Save.

   The Rules Manager opens, and the new rule appears in the Rule List.

10. To continue to define the new rule, select it and click the Edit button.

    The Edit Rule window opens.

11. Use the available tabs to define your rule criteria, which records should be impacted by this rule, and desired actions, emails, texts, notifications, or assignments that should occur.

12. Click Save.