Copy an Application with Data

QuickBase lets you have your cake and copy it too. You can easily create an exact copy of an existing application, including its data, fields, reports, users, custom forms, emails and roles. To copy an application along with its contents, you must have permission to view all the records in the application.

To copy an application with data:

  1. Open the application that you want to copy.

  2. In the menu bar on any application page, do one of the following:

    Select Customize > Application and click the Management tab.

    Or select Customize > Import/Export and then click the Copy this application radio button.

  3. Click Copy application.

    Note: If Copy application isn't listed, then the Application Manager has not granted you permission to copy the application.

  4. Enter a new name and description (optional) for the application.

  5. Tell QuickBase what data to copy.

  6. Tell QuickBase how to copy users and roles. Choose one of the following:

    Note: When you copy users in their assigned roles, you automatically grant them access to the new application. They're rarely aware of this until you invite them to access the new application.

  7. Click Copy Application to complete the copy.

    Note: The copy will fail if you have exceeded your billing account's space limits, or if you have more than 75MB of file attachments.

QuickBase also lets you copy any cross application relationships you may have created. See Copy an application with cross-application relationships for more information.

Once you've created your copy, you may want to take some additional steps:

Note: If the application you're copying has a shared multiple-choice list that points to field in an outside application, the list will still draw from the field and application you specified when you set it up. However, if a shared multiple choice field points to a field within the same application, that shared multiple choice setup will be copied in its entirety. In other words, within the copied application, the shared multiple choice field points to the copied source multiple choice field. Read more about shared multiple choice fields.

Related Topics

 

This page refers to an older version of QuickBase. Online help is now located at http://www.quickbase.com/user-assistance/default.html.

 

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