Project and Portfolio Management Ideas

Idea ID: 2692154

Ability To Copy A Rule From One Request Type To Another

Rich Y_1

Rich Y_1

Status: Delivered

Delivered

See status update history

over 5 years ago

It would be very nice if there was some function that we could copy a rule from one request type to another request type.

Tags:

Request Type Rules

Request type

Alan Wendt over 3 years ago

If this was "Delivered" ... wonder why its still considered and "OPEN" status here in the Community pages. Shouldn't the status be Delivered/Closed? and we can move onto the next idea in the list?
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Etienne Canaud over 4 years ago

Hi Danny, great to see you around

Regarding that functionality, better late than never I guess. It was really about time we addressed these frustrating time-wasters in the workbench, PPM Admins & Devs deserve some care & loving too!
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pepdwill over 4 years ago

Where was this functionality 8 years ago!!! =]
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Etienne Canaud over 4 years ago

Implemented in PPM 9.63.

Supports both copy Rules within a request type, and import some or all of rules from a different request type.
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Etienne Canaud over 4 years ago

Quick update - we ended up implementing the full "Import from" with a window listing all Rules from a request type for you to select from.

We also added extra columns (Logic/Rule type) on both the Rules main window and in the popup where you pick rules to import.

And of course there is also a "Copy" button in order to duplicate an existing rule on the same Request Type.

Thanks everyone for your valuable feedback!
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