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Cloning automation rules or linking to multiple projects

Yatish Madhav

I think I MIGHTVE posted this before or commented but cant find it.

Is it possible to link an automation rule to multiple projects automatically or through the REST API through a connect app?

Or if a project is created and "share project settings" is selected, then it should auto-add the new project to rules setup on the original project.

Please let me know if there is a way or a workaround for this?

Thank you
Yatish

Accepted answers

All comments

Mark Segall

Hi @Yatish Madhav

The best way to handle this type of scenario is to make the rule global and leverage a condition based upon project category to enforce whether the rule executes or not.

Yatish Madhav

Thanks @Mark Segall Thanks, I have thought of that too ... But in an instance currently with around 900 projects, it may be tricky on how to condition it. I was really hoping not to go the global rule route

Mark Segall

Unfortunately, there's really no other way around it with the available scopes as Single/Multiple project and global. I'd love to see them add Project Category as a scope option. It would solve a lot of noise on global rules.

John Funk

Hi Yatish,

No, there is no mechanism to dynamically create automation rules. That all needs to be defined up front when you manually create the rule.

Yatish Madhav

Oh yes, that would be super! I will keep searching until this is available hehe

Thanks for the reply.

Yatish Madhav

Thanks for the reply. The issue is when creating a project with sharing project settings, I would like all the rules linked to that project with the new one ... And same by associating the Projects on a rule via the API.

John Funk

Understood, but that is currently not available.

Yatish Madhav

Yes I know This post is to see what is possible and to find out if there is a workaround, advanced automation, add-on or other way to try get this working ...

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