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Type:
Suggestion
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Resolution: Unresolved
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Component/s: Rule - Edit Details
Problem Definition
Currently isn’t possible to archive disabled automation rules.
Suggested Solution
Have an archive page for disabled automation rules, similar to the archive page for projects.
Workaround
At the moment you can disable rules to effectively "hide" them from running while keeping them available for future use. Here’s how you can manage automation rules that you want to keep but not have active:
- Disable Automation Rules:
- Navigate to the project settings where your automation rules are configured.
- Go to "Automation" or "Project automation."
- Find the rule you want to disable.
- Use the toggle switch to disable the rule. This will stop it from running without deleting it.
- Organize Disabled Rules:
- You can label or rename the disabled rules to indicate their status or purpose (e.g., prefix with "DISABLED - " or "ARCHIVE - ").
- Document the reason or context for these rules in their descriptions, if needed, so it's clear why they are disabled.
- Use Naming Conventions:
- Implement a naming convention to distinguish between active and inactive rules, making it easier to manage them.
While these steps won't archive the rules in a separate location, they provide a way to manage and organize your automation rules effectively without running them.