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  1. Automation for Cloud
  2. AUTO-29

Ability to copy Automation rules and components (actions and conditions)

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    Description

      As a rule writer

      I want to copy and paste (clone) components within a rule

      So I can rapidly create rules which have repeated branches, conditions, and actions

       

      Acceptance criteria:

      • Branch, condition, and action components can be cloned
      • When a component is cloned, it is placed immediately below its source component
      • When a branch is cloned, the child components of the branch are also cloned
      • When a condition is cloned, the child components of the condition are also cloned
      • Bonus: cloning can occur manually by editing a JSON rule file, leaving the component identifiers blank, and then importing the rule for a project.

      Business case:

      The user interface for rule automation allows rapid creation of rules in most ways, except for adding components.  When rules have a repeated pattern, there is no work-around other than to add each component, one by one.  Providing a component clone feature will dramatically speed up the creation of such rules.

       

      ***

      Add an option to copy automation rules between projects - 

      We have 200+ projects mapped to our different clients, one project per client.

      Each of these projects have the same automation rule set that is currently manually applied to them one by one.

      An option to create the rule once and them copy it to another project will be very helpful.

       

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              b5485955f50a Michael Fedulov
              c48be19ba6fe William Sheboy
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