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Copying Rules Lists

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To copy a rules list, you must have the Manage organization or Manage rule-based dimensions role. For complete descriptions of each role available in Flexera One, see Flexera One Roles.

You can create a new rules list by copying an existing rules list on the Rule-Based Dimensions page.

To make an exact copy of an existing rules list:

  1. Go to the Rule-Based Dimensions page (Administration > Cloud Settings > Rule-Based Dimensions).
  2. In the Dimensions list, click the expand icon next to the dimension that contains the rules list you want to copy.
  3. Click the rules list that you want to copy. The rules contained in the rules list are listed.
  4. Click the three dots icon in the upper-right corner of the Rule-Based Dimensions page, and then click Duplicate Rules List. The Duplicate Rules List slideout opens.
  5. From the Select Effective Month list, select the date (year-month) for the rules list to become effective.
    note

    This rules list is effective at 12:00 AM on the first day of the selected month, and remains effective until another set is defined for a subsequent month.

  6. Click Save. The rules list is duplicated and appears under the Dimensions list.