topic Re: Share Field Rules to Organisation in DemandTools

Share Field Rules to Organisation

Jonathan — Thu, 09 Jan 2025 02:09:45 GMT

Hi is there a way to share field rules between organisations? I noticed when sharing a scenario the field rules associated with the object and used by the scenrio aren't copied over. Thanks!

Re: Share Field Rules to Organisation

Murphybp79 — Thu, 09 Jan 2025 13:22:45 GMT

@Jonathan I don't see a way of sharing Field Rules. You can submit a feature request for this functionality.

Re: Share Field Rules to Organisation

Pugs_Validity — Thu, 09 Jan 2025 19:24:18 GMT

@Jonathan - While you are unable to share just the Field Rule, if you have it saved as part of a Dedupe scenario, both will come over the the new org when sharing the scneario. So you can share them, it just needs to be tied to a scenario.

Managing Scenarios

Re: Share Field Rules to Organisation

Murphybp79 — Thu, 09 Jan 2025 19:56:28 GMT

I didn't have the rules saved with the scenario when I tested it. That's why they didn't come across. 🤦🏻‍♂️

Re: Share Field Rules to Organisation

Jonathan — Thu, 09 Jan 2025 21:44:24 GMT

Thanks all - I thought I did have it saved but I didn't