Push Quick Text
In order to use this utility - you need to be a project admin and have access to at least one quick text
Question / Use Case | Answer / Expected Outcome |
---|---|
Which quick text can the user see in the utility? | Quick text the user has edit rights to. |
Quick text is applicable to a form type in one project but that does not exist in target project. | Skipped/Ignored. Will not be pushed across. |
Applicable user does not exist in other project. | Set applicability to Doctype Admin. |
One of the applicable users does not exist in the destination project. | Copy the available ones only. |
Editable user does not exist on the destination. | Set Editable to Doctype Admin. |
One of the editable users does not exist on the destination. | Copy the available ones only. |
New quick text on source pushed to the destination. | Add to destination. |
Quick text Active on the source, Deleted on destination. | Reactivate. |
Quick text Exists on the source, exists on the destination | Override settings. |
1. Go to Configure > Utilities.
2. Click Push Quick Text.Â
3. Select from the drop down the users to be pushed to another project/s.
4. Select from the drop down the project/s you want to push the users to.Â
Only the projects that you have access to will appear in the drop down list.Â
5. Click process when you are ready.