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 all its data.

Note: To copy an application along with its data, 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, click SETTINGS, then click App management.

  2. Click Copy app.

    Note: If Copy app isn't shown on this page, then the Application Manager has not granted you permission to copy the application.

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

  4. Select any of the following options:

  5. 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.

  6. Click Copy Application to complete the copy.

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

After you copy an application

QuickBase also lets you copy any cross-app 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.

 

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