Cloneing Dossiers

Admin Suisse TP

• Created March 01, 2022 16:37

Hey guys,

is there an easy way to clone a dossier? I have a dossier for our offers, now I want to have mainly the same views, forms and pretty similar List for Leads. Can I somehow clone a dossier?

Thanks in advance

Benni

0

• Official comment

  

  Matthias_Walter

  • March 02, 2022 09:40

  Hi Benni,

  there is no such functionality, but you can copy the lists in SharePoint using the "From existing list" option

  

  After having this done go to Solution Studio and create a new dossier using the wizard with the previously created existing lists

  

  Finally you can use the export/import functionality on each form to bring them over from the current dossier. Before importing just modify the exported .json file in a text editor of your choice and e.g. change the list names to the new ones. You can also make your changes like replace sublists with the new ones in the form editor after the import.

  

  Hope this helps

  Kind regards

  Matthias

   
• 

  Admin Suisse TP

  • March 07, 2022 15:14

  Dear Matthias,

  I was a bit sceptic on how good that will work with actions and everything. But I must admit that it worked pretty smooth and straight forward.

  Thanks

  Benni

  1
• 

  Matthias_Walter

  • March 18, 2022 07:01

  Hi Benni,

  great to hear and thanks for your feedback.

  Kind regards

  Matthias

  0

Please sign in to leave a comment.