Cloning a Rule

Cloning a rule provides the ability to make an exact copy of an existing, configured rule.

After a clone, or copy, of the rule is created, small changes can quickly be made in the clone without having to create all aspects of the rule.

  1. Navigate to the dataset where you wish to work with rules, and expand the Rules accordian as described in Accessing Dataset Rules.
  2. Select the name of the rule you wish to clone.
  3. Click Clone in the Rule's menu.
    Note: The Clone action occurs without presenting a confirmation dialog.
    The Dataset page refreshes and displays a success message at the top of the form.
  4. Uncheck the Filter Inactive Rules box to accesss the new rule. By default, the cloned rule is not active and will not be used by the system. It displays in the alphabetical list, in strikethrough and grey text.
    The cloned rule displays in the Rules list, with the same description and name as the original rule, but with the word "Copy" plus the copy number appended to the end.
    The cloned rule is ready for revision as described in Editing a Rule.