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Pre-defined/Default automation rules for projects

Nofar Ben Kereth
Contributor
October 11, 2022

Hey,

 

Is there a way to have a pre-defined rules for all projects/projects from a certain category? Or maybe when copying a project to copy the automations rules as well?

2 answers

2 votes
John Funk
Community Champion
October 11, 2022

Hi Nofar,

No, it will not copy the automations from an existing project. But you can quickly and easily copy a rule and change out the project it is associated with. 

0 votes
Stefan Salzl
Community Champion
October 11, 2022

Hi @Nofar Ben Kereth ,

What exactly do you mean with "pre-defined"? Pre-defined by yourself so you can use them as kinda template? and furthermore: How do you copy projects? Could you explain this use case a bit more in details?

My personall suggestion/quick win would be to export the required automation rules and import them into a newly created one. Still: there would be some re-configuration needed (eg. the project scope if it´s a single-project-rule).

Best
Stefan

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