Copy or Move Automation Between Workspaces

Instructions on how to Copy or Move Automation Packs Between Workspaces

You can Copy or Move your automation packs to a different workspaces:

1. Click on the three dots button in the top-right corner of the automation pack and select the move/copy option.

2. This will open the Copy/Move wizard, where you can select which workspace you want to Copy/Move the pack to. First select the workspace, then select the target pack, and choose whether you wish to Copy or Move the selected pack to the target workspace.

3. Choose the automation(s) you’d like to Copy/Move to the target workspace by checking the checkboxes next to them.

4. Set the connections- For each connection used by the selected automtions, set a connections in the target workplace, that will replace it in the copied/moved workflows.

If you don’t have any connections to configure at this stage, as shown in the following example, you can proceed to the next step.

5. Choose the activation status of the Copied/Moved workflows in the pack in the target Workspace. You have two options: you can either Activate all workflows by clicking the toggle button next to this option or you can activate specific workflows by toggling the button next to each one individually.

6. Decide whether you want to share the Copy/Move automation(s) on the self-sharing portal by toggling the button.

NOTE

Please note that you can share the Copy/Move automation(s) on the self-sharing portal, only if you set the automation as Active in the previous step.

7. To complete the process, simply click the Finish button located in the bottom-right corner. An Operation-Result popup will then appear in the bottom-right corner confirming that the pack has been copied or moved.

8. You can then navigate to the target workspace where you can access the copied/moved pack and automation(s).