Skip to content

Cloning Routers ​

You can save time by cloning routers rather than creating them from scratch. Follow these steps to clone an existing router:

  1. Navigate to an existing router.

  2. Click the action menu in the top right corner and select Clone.

    Select "Clone" from the router action menu.

  3. Enter a name for your router.

  4. Select which components you want to clone from the Clone Components dropdown.

  5. Select the Object you want to assign (e.g., “Lead”). Note: this field may not be editable depending on the components you selected to clone.

  6. Select the Field to Assign (e.g., “Owner”). Note: this field may not be editable depending on the components you selected to clone.

  7. (Optional) Update the Evaluation Order. See Prioritizing Your Router for more information.

  8. Click Clone Router.

Clone Router dialog with Router Name, Clone Components, and Evaluation Order fields; Object and Field to Assign are locked.

Last updated February 4, 2025

Last updated: