Order Management Rules - Duplicating to other Client/Portals | Voters

Order Management Rules - Duplicating to other Client/Portals

complete

Brent Smith

Ability to copy Order Management Rules from one client to another, or for same client to different portal.

Mass update of rules / upload file would be beneficial.

December 14, 2022

Edward Aguiar

marked this post as

complete

We have added the option to download and upload OMR rules for a specific customer. This allows you to download and import the rules to other customer.

We will be looking at adding other global updates.

Edward Aguiar

marked this post as

planned

This would need to be broken into separate parts with an initial import/export and script functionality tentatively completed in the month of January.

Edward Aguiar

Thank you for the proposed feature. We have been discussing the ability to create an option to export/import OMRs as a script. This would allow editing the script as well. We will update the process here.