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Completing the Save As RuleSet form

Updated on April 5, 2022

You can use the Save As RuleSet form to copy a ruleset. The system copies the values in the Security, Category, and History tabs. The version is the one you specify in this form.

Note: You cannot use this form to add a version to a ruleset. To add a version, open the Create Ruleset Version form as described in Creating a ruleset version, select an existing ruleset, and update the Version field. Alternatively, open the Versions tab on the ruleset form, add a row in the Versions array, and complete the Create Ruleset Version form. See Using the Versions tab..
  1. Open the ruleset and open the Save As RuleSet form.
  2. Enter a new, unique ruleset name.
    Do not select an existing name from SmartPrompt. You cannot add a version to an existing ruleset on this form.
  3. Keep the default version (01-01-01) or modify it.
  4. Keep the default Description value or modify it.
  5. Update the prerequisite RuleSets and versions if necessary.
  6. Optional: Select the Update my current Application to include the new version check box.
  7. Save the copied ruleset:
    • If you want to use the ruleset form, click Create.
    • If you want to automatically save the ruleset and version without opening the ruleset form, click Quick Create.
  8. Save the ruleset to save the ruleset and version.

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