Category:Copying resources
Copying resources
The Copy Resource Wizard (CRW) is a general framework to copy any resources in the System. Currently it supports copying the following resource types:
- Questionnaires
- Questionnaire templates
- Tasks
- Products
- Projects
- Report templates
- Diagrams
- Export
- Groups
- Costs
- Invoices
How to activate the Copy Resource Wizard of these resources:
- Questionnaires: Go to Tools -> Questionnaire -> Questionnaire, select an item in the list, then click on the ‘Copy’ button in the tool bar
- Questionnaire Templates: Go to Tools -> Questionnaire -> Questionnaire Template, select an item in the list, then click on the ‘Copy’ button in the tool bar
- Tasks: Go to Tools -> Personal -> My Activities, select a category that contains items, click on an item, and then click the ‘Copy’ button in the tool bar. You can also go to Tools -> Projects and Folders -> Tasks and get the whole list of tasks in the System, then click on the item to copy using the ‘Copy’ button in the tool bar.
- Products: Go to Tools -> Catalogue -> Product and select an item in the list, then click on the ‘Copy’ button in the tool bar
- Projects: Go to Tools -> Projects and Folders-> Projects and select an item in the list, then click on the ‘Copy’ button in the tool bar
- Report Templates: Go to Tools -> Report -> Report Template and select an item in the list, then click on the ‘Copy’ button in the tool bar
- Diagrams: Go to Tools -> Report -> Diagram and select an item in the list, then click on the ‘Copy’ button in the tool bar
- Data Export Jobs: Go to Tools -> Data -> Data Export Jobs and select an item in the list, then click on the ‘Copy’ button in the tool bar.
- Cost: Go to Tools -> Administration -> Assets -> Costs and select an item in the list, then click on the ‘Copy’ button in the tool bar.
- Invoice: Go to Tools -> Administration -> Assets -> Invoices and select an item in the list, then click on the ‘Copy’ button in the tool bar.
- Groups: Go to Tools -> HR -> Groups and select an item in the list, then click on the ‘Copy’ button in the tool bar
Once you have clicked the copy button you will be introduced to step 1 of 3 of the copy resource wizard.
Pages in category "Copying resources"
The following 33 pages are in this category, out of 33 total.
C
- Copy Add users from source groups
- Copy attachments
- Copy constant
- Copy constant option
- Copy customer reference number
- Copy data (included data)
- Copy Data Export - Make a new Data Cache
- Copy Data Export - Use the existing Data Cache
- Copy diagram
- Copy group builder rules
- Copy images
- Copy journal
- Copy non sample rules
- Copy parameters
- Copy product options
- Copy product's relationship to product categories
- Copy project code
- Copy properties
- Copy questionnaire's export jobs
- Copy quotas
- Copy sample rules
- Copy secondary report languages
- Copy Should be accepted before
- Copy Should be carried out before
- Copy stratifications
- Copy style sheet
- Copy task responsible
- Copy task supervisor
- Copy test case and version
- Copy time budget