Create Duplicate of Object For a Different Project

WestOderman

There are several ways to move an item, such as a rule, to a different project for reuse

Move To Project

First, you can just move a rule to a new project. This does not make a copy, rather it removes the rule from one project and adds it to another. This can be done as described below:

1 Right click the desired object to move. In this case, that object is a Rule.

2 Navigate to More > Move to Project

3 From the menu that appears, you can select the desired project to move the file to. Then, a new section appears allowing you to decide what folder to put the rule into.

4 Select Move

5 Verify the transfer was successful

Export/Import

Secondly, you can export and import the rule from one project to another. This method will allow the rule to remain in the original folder while making a copy to place into the new project.

1 Right click the item to export, in this case it is a rule

2 Navigate to Import/Export > Export. This will open a page giving the option to download the rule

3 After downloading, navigate to the new destination, select the three dots under the project name in the top left

4 Navigate to Import/Export > Import, Then select the downloaded file in the page that appears and select import

5 wait for the import to complete and verify that the rule has appeared

Create a Copy

This is the recommended method for reusing a rule. This creates a copy and then moves it to a new project.

1 Right click on the object intended to reuse, once again this is a rule

2 Under Manage, Select Copy. Name the copy as desired and select Create Copy

3 After the Copy has been created, navigate back to the folder where the original rule is located. The copy of the rule should be there too.

4 Follow the steps in the Move To Project method

5 Verify the copy has been moved to the new folder

Related Article: https://documentation.decisions.com/docs/managing-elements-within-a-project