Duplicate Automations to New Solutions
planned
Canny AI
Merged in a post:
Email templates disappear when duplicating a solution
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Jeff Eusebio
I duplicated an existing solution to make a bunch of changes to it before I went "live" with all the improvements. I just tripped across the fact that all the email templates I had created in the solution are gone in the copy!
There really should be a warning to the administrator during the duplication process:
"!!!!! WARNING: No automations or email templates will be copied to the duplicated version of this solution. If you have any automations or email templates, you will need to recreate all of them manually. !!!!!"
Or, even better, fix it so email templates and automations are copied over to the new solution. I noticed that automations were not copied to new solutions well over a year ago and nothing has been done on that feature request, so I'm hoping the first part of this suggestion will be easier/quicker/faster to implement as a stop gap in the mean time.
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Chris Sampson
I have this issue with the Automations not copying over as well. I have a solution with 13 Automations that I have to recreate for every new customer that I get. Would be amazing to have Automations copy over when the Solution is copied, and we just have to change the Tables that are being referenced.
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Chris Sampson
Jon Darbyshire ^^
Jon Darbyshire
Hey Jeff Eusebio, thanks for your feedback! I have a few more questions for you:
- Can you provide more details about the frequency of this issue? Does it happen every time you duplicate a solution or only occasionally?
- Could you clarify if there are any specific types of email templates or automations that are not being copied over?
- Would you find it helpful if there was an option to select which elements (email templates, automations, etc.) you want to duplicate with the solution?
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Jeff Eusebio
Jon Darbyshire
- Every time
- Every one
- No, need them all
Jon Darbyshire
Jeff Eusebio We have opened a bug ticket for this and our team is looking into this now. If someone has not already reached out to you, they will very soon. Once we understand the issue, we will work to release a hot fix for you.
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Jeff Eusebio
Thanks Jon Darbyshire. Would the fix be for both email templates & automations or just email templates?
Peter Sfoglia
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Shawn Tabrizi
Also duplicate automations when duplicating tables:
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Jeff Eusebio
Oh wow, please at least pop a warning during a solution copy until this is fixed that automations are not duplicated. I made a copy of a solution, made updates to the copy, was about to delete the original when I tripped across the fact that none of my automations were there!
Jon Darbyshire
planned
Threads Julian Dumitrascu
Jon Darbyshire: A lot is planned. We can talk about managing (the resources for) this work.
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David Monahu
Jon Darbyshire are there any updates on this?
Oscar Viniegra
This is very important specially when building solutions for clients