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Workspaces are great. But what about cloning automations?

  • 6 October 2023
  • 9 replies
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Hi all,

once a new workspace is created, I have to replicate all the automation I have on the default workspace to the new one, or alternatively, replicate them at a global level.

Is there a way to do it in a easy way? Otherwise I need to replicate tens of automations…

Thanks

Massimo

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Best answer by Russell Ho-Aitken 6 October 2023, 10:29

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afautley
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They are talking about having a workspace migration tool. should have been q3 this year, but looks like it will be by the end of the year.

Roxwell
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i have asked this question before and gotten a “It’s complicated” response. However, I did hear from a client yesterday they had asked for environment promotion, and that was something that’s being actively worked on. So maybe there’s something in the works?

 

If you need an extra pair of hands, we’re here to assist www.ZestCo.uk :D 

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Russell Ho-Aitken
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I have the same issue. What i;ve done is spent an afternoon rebuilding them in the global automator and that runs on every workspace then.

Its not a migration, but does mean that every workspace new and old will operate the same. 

Behaviors before tools - Right information to the right person at the right time.
Daniel Söderlund
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I have the same issue. What i;ve done is spent an afternoon rebuilding them in the global automator and that runs on every workspace then.

Its not a migration, but does mean that every workspace new and old will operate the same. 

Downside is that you can’t use Custom Objects. 

Solution consultant @ synerity.eu, A new error is always a sign of progress!
J
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Hello everyone


This is Jatin from Freshworks. We are currently in the process of building migration utilities to copy configurations and data. You can expect those to be rolled out by mid-Q1.
Meanwhile we have put together a guide to do this manually until the utilities are out. Here is the link: https://view.highspot.com/viewer/64dbb84f25f4233eb40da0b2
If you need any assistance in doing this manually in the interim period, you can leverage the help of our Professional Services team. Please reach out to your customer success manager for the same.


Thanks
Jatin Rastogi

S
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Hello everyone


This is Jatin from Freshworks. We are currently in the process of building migration utilities to copy configurations and data. You can expect those to be rolled out by mid-Q1.
Meanwhile we have put together a guide to do this manually until the utilities are out. Here is the link: https://view.highspot.com/viewer/64dbb84f25f4233eb40da0b2
If you need any assistance in doing this manually in the interim period, you can leverage the help of our Professional Services team. Please reach out to your customer success manager for the same.


Thanks
Jatin Rastogi

 

 

Any updates on this? We’re pivoting to workspaces and this just became the single greatest upset of the year.

 

 

Daniel Söderlund
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Userlevel 7
Badge +13

 

Hello everyone


This is Jatin from Freshworks. We are currently in the process of building migration utilities to copy configurations and data. You can expect those to be rolled out by mid-Q1.
Meanwhile we have put together a guide to do this manually until the utilities are out. Here is the link: https://view.highspot.com/viewer/64dbb84f25f4233eb40da0b2
If you need any assistance in doing this manually in the interim period, you can leverage the help of our Professional Services team. Please reach out to your customer success manager for the same.


Thanks
Jatin Rastogi

 

 

Any updates on this? We’re pivoting to workspaces and this just became the single greatest upset of the year.

 

 

This isn’t a idea, look in the Idea forum. 

Solution consultant @ synerity.eu, A new error is always a sign of progress!
S
Rank
Userlevel 2
Badge +5

 

Hello everyone


This is Jatin from Freshworks. We are currently in the process of building migration utilities to copy configurations and data. You can expect those to be rolled out by mid-Q1.
Meanwhile we have put together a guide to do this manually until the utilities are out. Here is the link: https://view.highspot.com/viewer/64dbb84f25f4233eb40da0b2
If you need any assistance in doing this manually in the interim period, you can leverage the help of our Professional Services team. Please reach out to your customer success manager for the same.


Thanks
Jatin Rastogi

 

 

Any updates on this? We’re pivoting to workspaces and this just became the single greatest upset of the year.

 

 

This isn’t a idea, look in the Idea forum. 

 

You're right, it isn't an idea, it's me talking directly to the person who suggested it was being worked on in the hopes they'll respond.

 

 

Daniel Söderlund
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We at Synerity have a toolbox where we can migrate large amount of tickets in a easier way. If anyone is interested we give you a price for the service. 


But it’s all you can do as of now outside web GUI. 

Solution consultant @ synerity.eu, A new error is always a sign of progress!

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