Duplicate a rule without activating the copy

Step-by-step walkthrough

1. 01

   Choose Duplicate on an existing rule. Select the current published definition or saved draft and inspect the preview.

2. 02

   Give the copy a unique, meaningful name. Choose Create draft copy to save it as a separate unpublished rule.

3. 03

   Edit the new draft to match the new purpose. Changing the copy does not change the source rule.

4. 04

   Test and publish the copy separately. If you cancel the editor after creating the copy, the newly saved draft still exists.

A closer look at the interface

These are actual product captures from a fictional demo workspace. Navigation and available controls can differ by role, configuration, or release.

Automation templates

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Automation templates

Templates are starting points for a draft, not automatically activated rules.

1. 1Choose the template matching the intended event.
2. 2Review conditions and recipients before saving.
3. 3Publish is a separate action after the draft is ready.

Important details