Clipboard Operations in Rules

Clipboard operations can be performed in the Rules. Actions, Decisions and even the full rule can be easily cut, copied, and pasted within the same form or between different forms. They can also be moved across tabs, browsers, and even between different versions, making them flexible and easy to manage. 

If a rule is copied and pasted onto a root rule, the system will prompt the user to confirm whether they want to replace the existing rule. This helps prevent accidental overwrites and ensures intentional changes. 

Copying Actions, Decisions form to form 

Let’s walk through an example to understand how to copy action from one form to another. We will copy the SendMail action and paste it under the Insert operation in the target form. Follow the steps below to perform this action. 

1. In Form A- Select the target rule where you want to paste the action as shown in the image below. 

2. Open Form B in a separate tab, then click on the rule panel to view the rules defined in that form. From there, you can select the rule you want to copy over to Form A, which is open in another tab. 

3. Right-click on the action or rule, then select “Copy” or “Cut” to pick the rule from this form. 

4. Now switch to the tab containing Form A and locate the rule where you want to paste the action. Right-click on that rule and select the “Paste” option from the pop-up menu. The action copied from the other form will now be pasted into this form. 

5. Now you can see that the copied action is pasted to this rule. 

Copying Rules from form to form 

1. To copy an entire rule from one form to another, use the same method described above: simply right-click on the rule name and select “Copy” or “Cut.” 

2. Next, open the other form in a new tab and add a new root rule as shown in the image below. 

Then, click on the rule name and select ‘Paste’ in the pop-up window. A confirmation dialog will appear, prompting you to confirm whether to replace the existing rule. 

Upon clicking the OK button, the copied rule from Form1 will be pasted and treated as a new rule. date the existing control names within the rule to match the corresponding control names in Form2. 

You will now see that the copied rule has been successfully added as a sub-rule in the other form. 

Notes: 

• The rule should be treated as a template. After pasting it into the second form, the control names within the rule must be updated to match the corresponding controls in that form. 
• Cutting a rule that exists at the root level is not supported; however, you can copy it. 
• Rules that are sub-rules under a root rule can be either cut or copied. These can then be inserted as either root rules or sub-rules in the second form.