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
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
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.
great to hear and thanks for your feedback.
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