Clone Rule

Users can now easily duplicate existing rules with minor adjustments and assign them to other users. This eliminates the need for manual rule creation, saving time and allowing users to create rules quickly using the new clone functionality. For more information on this feature, follow the steps outlined below.

Cloning From Rules Dictionary Page

Single Rule Cloning 

Steps 1: Navigate to the "Rules Dictionary" page and choose a specific rule. Click on "More Actions" at the top, then select "Clone Rule" from the drop-down menu, as illustrated below:

 

Step 2: Upon selecting "Clone Rule," the user will be taken to the "Clone Rule" modal. At the top, there will be a prefix. The user will be required to mention the target data source on which the rule is to be cloned:

Step 3: After cloning the rule, the user will be taken to the Clone Summary detail page. In the grid below, you will find the Original Rule ID, the cloned Rule ID (which remains blank in case of failed cloning), the default source of the rule, the source on which the rule has been cloned, the status indicating whether the cloning was successful or failed, any remarks in case of unsuccessful cloning, and finally, a description. In the top right corner, there is a "Download Summary" button to download a report of this screen, as illustrated below:

 

Multiple Rules Cloning From Different Sources

Step 4: If the user selects multiple rules belonging to different sources, the same step 1 will be executed. Upon redirecting to the "Clone Rule" modal, you will observe the prefix, and below that, a target sources section. In the case of multiple rule sources, there will be both "From Source" and "To Source" options.

 

Step 5: On the Clone Summary detail page, you will be able to see the number of rules that encountered errors and those that were successfully cloned, as illustrated below:

Multiple Rules With the Same Source 

Step 6:  Choose rules that belong to the same source. Opt for the "Clone Rule" option, as demonstrated below:

 

You'll encounter a familiar screen as before, but this time, as the rules belong to the same source, there's only one target source displayed. Users can modify the target source if necessary. Simply click the "Clone" button, as indicated below:

Upon successful cloning, you will observe that the two rules have been duplicated, and their details will be displayed as shown below:

Note: 
A rule that has been cloned can be treated independently from the original (parent) rule on which the cloning was performed. This implies that any configurations made in the cloned rule will not affect the parent rule.

Cloning From Rule Detail Page

Step 7: Choose any rule and navigate to its detail page and click on "3 dots" where you will find a "Clone Rule" button on the top right side, as illustrated below:



Step 8: After clicking the "Clone" button, you will be directed to the "Clone Rule" modal. Here Prefix of the Cloned Rule is mentioned and the user will have to mention the target data source on which the rule will be cloned.

Step 9: After cloning the rule, the user will be redirected to the Clone Summary detail page where the user can see whether the rule is successfully cloned or not. Under the heading "Clone Rule" there will be the link of the Cloned rule

Rules can also be cloned from the "Data Quality" tab on the Rule detail page:

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