Create a Project or Shell Rule

You can create a rule in a project/shell manually or by copying a rule template or existing rule.

In addition to these procedures, rules can also be added to existing active and on-hold projects/shells by updating ("pushing") them from a project/shell template using Update Projects or Update Shells.

To create a project/shell level rule:

  1. Go to the project/shell tab and switch to Admin mode.
  2. In the left Navigator, select Rules.
  3. Click New.
  4. Follow the procedure outlined in Create a Rule Template.

To create a rule by copying a rule template:

  1. Go to the project/shell tab and switch to Admin mode.
  2. In the left Navigator, select Rules.
  3. Click the Copy button and select Template. The Copy from Rule Template window opens.
  4. Select a template from the list and click Copy. The Edit Rule window opens.

    You may make edits to the Edit Rule window if necessary. For example, by default, the Name will display as "Copy of (name of rule template)," which you may want to change.

  5. Click OK. The new project/shell rule will be added to the project/shell Rules log.

To create a rule by copying an existing rule:

  1. Go to the project/shell tab and switch to Admin mode.
  2. In the left Navigator, select Rules.
  3. Select a Rule from the log.
  4. Click the Copy button and select Rule. The Edit Rule window opens.

    You may make edits to the Edit Rule window if necessary. For example, by default, the Name will display as "Copy of (name of the copied rule)," which you may want to change.

  5. Click OK. The new project/shell rule will be added to the project/shell Rules log.

Last Published Wednesday, July 2, 2025