Duplicate, Archive, and Delete QCDR Rules Safely

Use Duplicate when you want a safe starting copy, Archived when you want to retain a Rule without normal runtime processing, and Delete only when the Rule and its related configuration are no longer needed. These actions have very different recovery implications.

Duplicate Before Making a Variant

The Rules library provides an individual Duplicate action. QCDR copies the Rule's core settings and associated schedule, technical conditions, IP rules, and dependency information into a new Rule. The copy receives a new identity, a title ending in Copy, and is forced to Draft.

That Draft state is intentional: review targeting and replacement behavior before enabling the duplicate, especially when the original Rule was broad or time-sensitive.

Archive a Rule You Want to Retain

  1. Open the Rule editor.
  2. Set Status to Archived.
  3. Save the Rule.
  4. Use the Archived library filter to confirm it is retained.

Archived Rules do not participate in normal runtime processing. If you later use the state pill on an Archived Rule, QCDR returns it to Draft rather than enabling it immediately, giving you an opportunity to review it first.

Delete Is Destructive

The individual Delete action removes the Rule and its QCDR-owned related records, including associated conditions, schedules, IP rules, and dependency records. Deleting a Rule is therefore different from disabling or archiving it.

If you may need the Rule again, archive it instead. If you need a similar Rule with different targeting or replacement behavior, duplicate it and modify the Draft copy.

Safe Workflow for a Replacement Rule

  1. Duplicate the existing Rule.
  2. Keep the copy Draft while changing it.
  3. Test the copy with Preview & Rule Health when your plan/ACL permits, or use a narrow live test scope.
  4. When the replacement is proven, enable it at the appropriate time.
  5. Disable or archive the old Rule after confirming the new one behaves correctly.
  6. Delete the old Rule only when there is no operational reason to retain it.

Community Discussion

Want to compare workflows, share practical tips, or discuss how you use this QCDR feature? Visit the QC Dynamic Replacer Community. For private support, bug reports, account-specific issues, or feature requests, use the QuantaCade support system.