This discussion has been locked.
You can no longer post new replies to this discussion. If you have a question you can start a new discussion

Copy A View From One Vault to another Vault

Hi,
I am new to M-files, so be gentle with me  :D

Is it possible to copy a view from one vault to another vault?

I have a Test Vault that I have been creating lots of views to access information in different ways,
but would now like to use them in a "working/project" Vault that is to be used within my company for all users.

Can this be acheived?
  • Yes, it absolutely can. Views are part of the structure that can be exported/imported under Content Replication and Archiving on M-Files Admin. You'd probably want to create this as a one-time export, and perform this as a one-time import.

    One-time Export:
    • Define the package location - where the package will get saved. The Package Location tab is the first tab that is opened when creating an export, and all you should need to do is define the path in the Folder on server control

    • Navigate to the Structure tab, and click Export structure.

    • There is a checkbox for Views. You can either click this to select all views, or drill down the tree for a more defined selection.

    • Hit Ok to create the package


    If the dev/test vault is located on a different server to the live vault, find the package you created, and copy it across to a location you can access on the live server.

    One-time Import:
    • Under Package Location, use the three dots under Index file on server and navigate to the package you created in the Export step. In the package folder, there should be a file named Index.xml. Select this and hit Ok.

    • The other tabs shouldn't matter if you're only importing views. Hit OK. You should get a report on the structure being imported, along with a count of resolved and unresolved references. Hit Yes, for Do you want to proceed with importing of the content above

    • The structure will now be imported. Once the process has finished, check the M-Files client to make sure the views have imported. You may need to refresh the front page or log out of/in to M-Files to see the changes
  • Thanks for the quick response.

    I will give it a whirl .