Say you have an existing Quick Base application that you love. In fact, you think that the application would be a perfect tool for managing your new project. But the existing application is already filled with data, none of which relates to your new project. You want a way to copy the shell of this application, but you want to leave the data behind. No problem. You can create a new application by copying the structure of an existing application.
Note: You can also create a sandbox application you can use to develop and test changes you want to make to your application. Use a sandbox application rather than an application copy if you want to make and test changes in the sandbox, and then apply changes to the live application. See Updating your Quick Base application using a sandbox application for more information.
Open the application that you want to copy, click SETTINGS, then click App management.
Click Copy app.
Note: If Copy app doesn't appear, you do not have permission from the Application Manager to copy the application.
Enter a new name and description (optional) for the application.
Click one of the following options:
Copy this application without data – Copies only the shell of the application and leaves its data behind.
Copy this application with data – Copies the application and its data.
Choose one of the following options to assign roles to your list of users that Quick Base brings along for the ride or leave them in their current roles:
Copy users in their roles – Select this option to duplicate the list of users and keep their existing roles in the new application.
Note: When you copy users in their assigned roles, you automatically grant them access to the new application. But users aren't aware of this until you invite them to access the new application.
Copy users and roles separately – Select this option if you don't want to share the new application with anyone, or expect to invite a different set of users. Your user list appears in the new application, but no user has access. The same roles are available but they aren't assigned to any users yet.
When you've made your selections, click Copy Application.
The new identical application (empty of data) opens for you to work with.
Once you create a copy of an application, you may want to take some additional steps:
Invite users. Say you've created an empty application so your users can fill it with new entries. Even if you chose to grant users of the original application access to the new one by leaving their roles in place, you should bring the new application to their attention. To do so, go to the Manage Users page and invite them.
Activate existing emails. When Quick Base copies your application, it copies any automated emails you've set up, but deactivates them in the new application. If you want Quick Base to start churning out emails from your new application, you must actively activate them. (Read how to activate and deactivate notifications, subscriptions and reminders.)
Note: If the application you're copying has a field that gets its values from a field in another app, the field will still get its values from the field and app you specified when you set it up. However, if that field gets its values from a field in another table in the same app, that setup will be copied so that the field gets its values from the copied app rather than the original app. Read more about shared value fields.
© 1999-2018 QuickBase, Inc. All rights reserved. Legal Notices.