Only project administrators can access these utilities.
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Push Form Configuration to Project
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1. Select the forms you wish to push.
2. If you want to push common user fields place a tick in the box "Include Common User Fields". If ticked, this will push the common user fields over as normal user fields. If a common user field is retired in the source project but in use in the destination project it will not be retired, however if it is NOT in use in the destination project it will be retired.
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Project Administrators have access to additional Utilities under the 'configure' module.
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You will only be able to push between Projects which you have access to. |
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 Image AddedUser Management
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| borderColor | #BBBBBB |
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| bgColor | #DEEBFF |
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| Push UsersPush an individual or multiple users existing in the current project to another project/s. Click Here > |
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| borderColor | #BBBBBB |
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| bgColor | #DEEBFF |
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| Push GroupsPush a predefined group/s existing in the current project to another project/s. Click Here > |
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| borderColor | #BBBBBB |
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| bgColor | #DEEBFF |
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| Push Distribution RulesPush a distribution rule/s existing in the current project to another project/s. Click Here > |
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| borderColor | #BBBBBB |
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| bgColor | #DEEBFF |
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| Push Folders Push existing folders in current project to other project/s. Click Here > |
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| borderColor | #BBBBBB |
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| bgColor | #DEEBFF |
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| Push existing form configuration in current project to other project/s. Click Here > |
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| borderColor | #BBBBBB |
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| bgColor | #DEEBFF |
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| Push Document Triggers Push existing document triggers in current project to other project/s. Click Here > |
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| borderColor | #BBBBBB |
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| bgColor | #DEEBFF |
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| Push Quick TextPush existing quick text in current project to other project/s. Click Here > |
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| borderColor | #BBBBBB |
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| bgColor | #DEEBFF |
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| Transfer correspondence forms between projects Push Form Data |
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 Image AddedDashboards
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| borderColor | #BBBBBB |
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| bgColor | #DEEBFF |
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| Push DashboardsPush a predefined dashboard/s existing in the current project to another project/s. Click Here > |
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 Image AddedSaved Searches
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| borderColor | #BBBBBB |
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| bgColor | #DEEBFF |
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| Push Saved SearchesPush existing saved searches in current project to other project/s. Click Here > |
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 Image AddedWorkflows
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| borderColor | #BBBBBB |
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| bgColor | #DEEBFF |
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| Push existing workflows in current project to other project/s. Click Here > |
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