---
title: "Create a Rule"
slug: "create-a-rule"
description: "When you're confident that you have a good understanding of Rules, you are ready to create new ones. Learn how to create Rules in Gladly."
updated: 2026-04-01T05:42:40Z
published: 2026-04-01T05:42:40Z
canonical: "help.gladly.com/create-a-rule"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gladly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Rule

| **REQUIRED USER ROLE** Administrator | **PERMISSION OVERVIEW** [View permissions by role](https://help.gladly.com/docs/managing-users-and-roles#roles-and-responsibilities) |
| --- | --- |

Before you create a Rule, it's imperative that you understand the following:

- [What are Rules](/docs/what-are-rules-and-its-components)
- [Important of Rules sort order](/docs/rules-sort-order-importance)

When you are confident that you have a good understanding of Rules, you are ready to create new Rules.

1. Click ![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/hamburger-menu-icon(2).svg) on the top left corner of the screen.
2. Click **Settings**.
3. Under the **Orchestration**category, click **Rules**. The Rules page will list all the Rules that have been created active or not.
4. On the top right of the page, click **Create Rule**.
5. From the Add Rule page, enter the following information:

![Configuration settings for SMS auto-reply rules including triggers and actions.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/Edit-Rules-in-Gladly-953x1024.png)

- Rule **Name.**Enter a name that allows you to identify the function of the Rule quickly. This is the same name that appears on the Rules settings page.
- Select the desired [Trigger](https://help.gladly.com/docs/what-are-rules-and-its-components#1-trigger)**.**
- Under [Conditions](https://help.gladly.com/docs/what-are-rules-and-its-components#2-conditions), click **+ Add Condition** and select the desired Condition.
- Under [Actions](https://help.gladly.com/docs/what-are-rules-and-its-components#3-actions), click **+ Add Action** and select the desired Action.
- Click the same **+ Add** buttons to add more Conditions or Actions. If you change your mind, select the **trash** icon to the right to delete a Condition or Action.
- If you don’t want the Rule to be active when created, click the **Active** toggle switch to deactivate it. You can return to this screen to activate it later.
- If you want to discard the Rule without saving, click **X** on the top right corner of the screen, or click **Cancel**on the bottom right corner of the page.

6. Click **Save**.

> [!NOTE]
> Sort Order of newly created Rules
> 
> New Rules are initially given the lowest priority. If you currently have 30 Rules and you create a new Rule, the new Rule will have 31 as the Sort Order value. You can edit the Sort Order number anytime by editing the Rule. Existing Rules can be quickly sorted by dragging and dropping a Rule up or down the list. The Rule on top of the Rules page is always 1 in the sort order.

## Duplicate a Rule

You can replicate an existing Rule, along with all the Triggers, Conditions, and Actions currently configured.

1. Hover over the name of the Rule you want to duplicate, then click ![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/duplicate-icon.svg) .
2. A clone of the Rule is created with `(copy)` next to the name indicating the version created as a copy.
3. Click **Save** once your done applying your updates.