Shared entry rules allow you to create and reuse entry condition templates across multiple automations. Instead of rebuilding the same conditions each time, you can set them up once as a shared rule and then apply them wherever needed.
Accessing Shared Rules
To manage your shared entry rules:
Navigate to Automations side navigation.
Select Shared Rules from the sub-navigation.
This will take you to the Shared Rules page, where you’ll see a list of your existing shared rules, including:
Name of the rule
Type (Contact or Matter)
Number of times used
Automations where the rule is applied
Creating a Shared Rule
On the Shared Rules page, click the Shared Rule button in the upper-right corner.
In the creation layer, enter a name for your rule.
Select whether the rule will be a:
Contact shared rule
Matter shared rule
Define your entry conditions for the rule.
Save your rule.
Using Shared Rules in Automations
Once your shared rule is created, you can apply it to an automation:
Open the automation you want to edit.
In the Entry Conditions section, choose the option to "Use Existing Shared Rule"
Select the shared rule from the list.
⚠️ Important: If you are using a shared rule as your entry condition, you cannot add additional entry conditions to that automation.
Unlinking a Shared Rule
If you want to customize the entry conditions in a specific automation without changing the shared rule everywhere:
Go to the automation using the shared rule.
In the entry conditions, choose to Unlink Shared Rule.
The conditions will then become unique to that automation, allowing you to edit them independently.