Sometimes I create rules based on existing Rules, and it would be a time-saver if I could copy and modify existing ones. The Rule can be disabled after the copy and can turn to enable once it is different from its origin.

[image] Rasto: Not sure if this thread is still active but I just wanted to confirm I have the same or similar need right now - to duplicate/copy the automation rule BUT then to move it to a different database. I am missing something like “Copy rule to database”. Released today January 8, 202…

Not sure if this thread is still active but I just wanted to confirm I have the same or similar need right now - to duplicate/copy the automation rule BUT then to move it to a different database. I am missing something like “Copy rule to database”. Currrently the rule is duplicated only within the s…

It’s pretty hard to implement this, since the parameters used in an automation (triggering field(s), fields to update, etc.) are usually specific to the database that the rule is operating on.

Thanks, Chris, makes sense. My situation: I have a database listing current currency exchange rates between CZK and EUR. I use these rates across different databases for conversion. The automation rules for conversion and for filling in relations to the exchange rate database are pretty much very si…

Are you using the currency exchange template ? FYI, in general, I often find that formulas usually work better than automations for these cases.

No, great to know about this template. We keep updating the rates monthly based on the information from our bank and then averaging them. I use these updated rates across different databases using relations and automations (partly because I don’t want only the calculation but also updating a separat…

This might be helpful @Rasto [Building Orders Management with Currency Exchange]

Thank you, @RonMakesSystems ! I need to go through the whole video in detail but if I understood it well - at around 6:45 you mention you didn’t want to use automations and show how to use the auto-linking feature instead. Interesting. I mean we have already solved it via automations in a similar way…

[image] Rasto: I am missing something like “Copy rule to database”. This will be added in nearest future, Q4 2025

[image] Rasto: one difference being that we cannot use the Currency Exchange integration because we need our bank-specific exchange rates as input. Fair, I think a longer term and more scaleable solution would still be to emulate the currency exchange database, but have the data inputted manu…

[DONE] Copy existing rules

Ideas & Features Automations

Matt_Blais September 12, 2022, 3:10pm 2

This request should really be rolled into Centralized script management for Workspace

2 Likes

Topic		Replies	Views
[DONE] Duplicate automations Ideas & Features automations	15	872	August 29, 2024
Duplicate an automation [DONE]	3	162	October 4, 2024
January 8, 2026 / 🧞‍♂️ Custom Database access, Duplicate automations to other databases Changelog	11	367	January 21, 2026
One centralized location to view/manage all automation rules in workspace Ideas & Features	2	49	May 22, 2025
Allow drag-drop sorting Rules (similar to drag-drop sorting of Access Templates) [DONE] Ideas & Features	10	218	October 4, 2024

[DONE] Copy existing rules

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