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Shared rules

Who can use this feature:
You need the Core Plus or Core Pro plan in your Channable subscription to use this feature.

Using shared rules helps you to apply one rule to multiple projects and channels in your Channable company. With shared rules, you create and set up a rule once and convert it to a shared rule to use it in any of your projects and channels. 

Contents

Before you start 

Rules in Channable

In Channable, you can use rules to edit and enrich your product data to meet the requirements of your chosen channel. Learn more about rules in Channable and how to use them.

How shared rules work

A shared rule is a rule that you share and use in multiple projects and channels in your Channable company. When you make changes to a shared rule, those changes apply to all places that rule is used. You can create a shared rule or convert an existing rule to a shared rule.

Create a shared rule

  1. Go to the Rules step of your channel.
  2. In the Rules tab, click New rule.
  3. Click New shared rule.
  4. Fill in:
    1. Rule name (required)
    2. Description (optional)
    3. You can also create a label for your new rule.
  5. Click Create.
create-shared-rules.gif

Convert a rule to a shared rule

Let’s say you have a rule in your Google Shopping feed and you also have a Meta feed where you want to use this rule. You can convert the rule in your Google Shopping feed to a shared rule and add it to your Meta feed.

  1. Go to the Rules step of your channel.
  2. Click on the rule that you would like to change to a shared rule.
  3. Click the Options dropdown and select the option Convert to shared rule.
  4. In the popup, click Convert to shared rule to confirm. 

Convert-shared-rules.gif

Add a shared rule to a channel 

Once you have converted a rule to a shared rule, you can add it to another channel. 

  1. Go to the Rules step of your channel.
  2. In the Rules tab, click New rule.
  3. Click New shared rule.
  4. Click on the shared rule that you want to add from your list. 

Overview of your shared rules 

To manage all your shared rules, there are two options:

  1. Go to the Rules step of your channel.
  2. In the Rules tab, click New rule.
  3. Click New shared rule and then click View shared rules.

OR

  1. Go to the Rules step of your channel that uses a shared rule.
  2. Hover over the rule and click Go to main rule. 

Here you can view the Usage for each of your shared rules, which shows which projects and channels use the shared rule. 
 

Edit a shared a rule

Important: Be careful - When you edit a shared rule, every project and channel that uses this rule is affected. 

Let’s say you have a shared rule that you use in your Google Shopping feed and your Meta feed and you make changes to this shared rule. These changes will also apply to where this shared rule is used: in your Google Shopping feed where you created the rule AND in your Meta feed. 

To edit a shared rule, follow these steps: 

  1. Go to the Rules step of one of your channels that uses the shared rule or the channel where you created the shared rule.
  2. Hover over the rule and click Go to main rule. 

edit-shared-rules.gif

Detach a rule from a shared rule

Caution: If you detach a rule from a shared rule,  you cannot reattach it to the shared rule. You will need to delete the rule and add the shared rule to the channel again. 
  1. Click on the rule that you want to detach.
  2. Click Detach from shared rule.
  3. In the popup, click Confirm.

Pause where a shared rule is used

  1. Click on the rule that you want to pause.
  2. Click the Options dropdown and select the option Pause rule.

Delete a shared rule

Important: You can’t delete a shared rule until you have detached it from all the channels that it is shared with.
  1. Click on the rule that you want to delete.
  2. Click the Options dropdown and select the option Delete rule.
  3. In the popup, click Delete to confirm.