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Pre-defined/Default automation rules for projects

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 Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Oct 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 Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Oct 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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