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Sharing templates between differents projects

  • 1.  Sharing templates between differents projects

    Posted 4 days ago

    Hi,

    One of our custommer is having a hard time configuring his workflow. They have multiple agencies and they wanted to create a project for each agencies, with differents workspaces in each projects.

    But they need to share the same templates with every agencies, projects and workspaces.

    Is there's a way to share a template between two projects ?

    I managed to use an existing template in different workspaces but not in different projects.

    It will be really time consuming having to recreate the same templates manually for all the agencies.

    Thank you for your help.



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    Emilien Coustillas
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  • 2.  RE: Sharing templates between differents projects

    Posted 4 days ago
    Edited by Tom Harrison 4 days ago

    Hi Emilien

    Good question

    You'll need to Download a Workspace Definition file (*.WSDef) which contains a copy of the form templates you can import into a new Connect project.

    • Open any Map workspace in the Connect project your form templates are located
    • Select the side panel
    • Browse to the Map Workspace you want containing the form templates
    • Select the 3 dots and hit DOWNLOAD AS... this guides you through the export so follow the instructions

    You can then create a new map workspace in the new project from the WSDef file which will import all the form templates into the new project as a new Map Workspace

    • Browse to the new project folder in Connect
    • Open any Map Workspace and go to the side menu (you might need to create one If there aren't any)
    • Select the 'Create from Workspace Definition file' option and follow the steps
    • The help section HERE provides a limited summary but the 



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    Tom Harrison
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  • 3.  RE: Sharing templates between differents projects

    Posted 4 days ago

    Hi Tom,

    Thank you very much, this is perfect !

    Emilien



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    Emilien Coustillas
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