Copying Resource Rules

This task shows you how to copy and modify resource rules from one object to another.


Before you begin: Access the Resources page for an object. For details, see Viewing Resource Rules.
  1. From the page Actions menu or page toolbar, click Copy.

    The Search page opens. For details, see Running a Search.

  2. Select the rule that needs to be copied.

  3. Click Submit.

    The Edit Resource Rule page opens and all the fields are pre-loaded with the existing values found in the database.

  4. Make modifications, as necessary. For details, see Creating a Resource Rule.

  5. Click Done.