Copy a business rule

Copy an existing business rule to use as a template for new rules.

Once a copy is created, you can modify it to customize to your requirement.

  1. Navigate to Workflow > Business rules.
  2. On the context menu of the business rule to copy, click Copy.
    A copy of the business rule prefixed with Copy 1 of to the <business rule name> appears on the Business rules page.
  3. Open the copy of the new business rule.
    The rule opens in a new browser tab.
  4. Make changes, such as rename the rule.
  5. Click Save.