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Duplicate an item into another app

Given that I have two apps, which follow basically the same schema, is it possible to easily clone data between the two apps?

Our Sales CRM workspace has a list of possible maintenance items, that when we are ready to work on, would need copying into the development team's Product Backlog app.

Is this just a manual process, or can data be easily duplicated?

John Porter Completed

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Hi Podio team, I have the same question. Is it possible do this? An example. We have lead in Lead app and it will be closed (won or lost) and we want to move it out from Lead app but we need to save for reporting, feed back ect.

So very similar (maybe same) app with different name and meaning

Thanks for answer

Jan

Jan Zmij 1 vote
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Not possible at the moment. Instead you can consider to keep leads and clients in same app? Then use the category field to mark them as lead or clients. You can then save views and reports for leads won / lost / clients etc.

Here's how you create filter and reports:

https://help.podio.com/entries/21713277-using-filters-and-reports

http://blog.podio.com/2013/01/16/views-reports/

If you need to reference a customer to a product app I would use the app reference function to link them: https://help.podio.com/entries/21683251-app-references

//Sara - Podio

Sara Høeg Højlund-Rasmussen 0 votes
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Thanks for answer. We use this by category field but its not flexible for reporting ect. By the way if I can give you feedback, (automatic) colaboration betwen apps is some gap in Podio. Example automatic or manual case workflow thru apps.

Jan

Jan Zmij 0 votes
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I agree, could be great to have some sort of automatic flow, this is something we hope to make happen in the future :) If you search in the Forums you should find some inputs from other people about this already.

//Sara - Podio

Sara Høeg Højlund-Rasmussen 0 votes
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I have the same issue needed here. I use the filtering for leads to active clients and am very familiar with how to use filters but in our situation we need separate apps. the reason is that there is a lot of sensitive information gathered in one item and about 95% of it is transferred to another app which is then shared with our vendor (essentially a PO system) but that other 5% needs to remain internal and confidential. It would be wonderful if there was an ability to clone items between apps and simply map data between cells just like you would if you were importing from a spreadsheet.

Another option for all you programers out there is to export your data to another site then create a webhook that would import it back in to your other app and create a duplicate. I'm still struggling to get file attachments to join the party when this happens but it is otherwise working well. it would just be so much easier if this were a native option.

Jeremy Wells 0 votes
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this would be very important for me to.

in one app i have leads. once they become a customer i need to transfer them to the customer app.

Mrs ungar 3 votes
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I have successfully been able to do this by using the https://zapier.com third party service!! It will perform Actions based on Triggers. I just set up two cloned Apps in two different workspaces. When an item is created within an App within one workspace, it will create the same item within an App within another workspace!! It is very customizable and you can map all fields (with certain limitations) or only certain ones you choose. It took me less than 30mins to figure out the right approach.

I would first make sure App1 in WS1 was exactly the way you want it. Clone the App over to WS2 (with or without items), so it becomes App2. Then use Zapier to create the content cloning rules you need.

This was a big win for me. I hope this helps someone else as well!!

Craig Graham 3 votes
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Is there any update on this - we desperately need this function.

Anya Behan 1 vote
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I mirror what has been said. It would also help if there were another option for apps. For example, right now you can "Clone" and app and you have the option to move the items with it. I would like a way to just be able to link apps in one workspace to the same items.  I am use to using relational Databases so it is weird to me that the Contacts app on say, the Sales Workspace is not linked to the same "Items" as the Contacts app on say the CRM Workspace.  

To me, under the app settings I would suggest adding a "Move" command which would move the app and it's items to another workspace and automatically archive or delete the app from the current workspace.  

Then on the work space, up where you hit the plus sign to add an app, to the list of "Create Your Own App" and "Go To App Market" I would add two more options:

1 "Link An Existing App From Another Workspace"  This would basically duplicate an existing app from another workspace but it would be a live link to the items in the original app, in otherwords it's like another portal into the same data.  So that if you changed items in the Contact app on the Sales Workspace, it would also be changed in the linked Contact app on the CRM Workspace. 

2 "Your App Library" This would show a list of apps that the organization has already created so that they don't have to recreate something they have already done.  Yes this is essentially the same as the "Clone" command, but in the correct place this time. Think about it; if you wanted to add an app to a workspace that you know you already created, why wouldn't you first try hitting the Add App button where you have normally been going to add apps to your workspace?  It is not intuitive to think "I bet to ADD an APP I previously made to this workspace that I am currently on, I should try going to a completely different workspace and click on the app I want to duplicate, and hit the little wrench icon, then choose Clone"  Who thinks this way?

I think these adjustments and additions would really get to the meat of everything we are trying to do and solve a couple issues"

1- I think this puts the commands in a more intuitive location.

2- It addresses better what we as users are really wanting to accomplish. Who actually wants to clone say, their Contacts, with all of its contents to another workspace?  That means you've duplicated data and from then on, a change in one, doesn't update the other.  It leaves you open for all sorts of errors and needless duplication. When we clone, what we usually are doing is simply trying to completely move the app and it's contents from one space to another so why not make that easy?  

3- It will allow us to progress app items from one workspace to the next without re-entering data, or duplicating it. In this case a contact, who starts as a lead in the Lead Managment workspace, but then turns into a Client and neets to be managed from the CRM workspace.  

Sorry for the novel, but I really love Podio, it's the most visual pleasing and mostly intuitive solution I have found that has almost as much power as a relational database, but setup like an easy-to-use project management environment.  I think you guys have really created a powerful tool, but it could be more powerful and I really want to keep using it.

Thanks for your hard work!  I hope even if you don't implement anything from this, you at least see how a user is thinking.

Brenton Wiberg 0 votes
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Hi Brenton,

interesting thoughts. 

But what you want to achieve in point 1 (when an item in App A is created create the same item in App B, connecte and snyc or move them etc.) is already possible  today. Not with one click, but you can create Worksflows in Podio and/or use the extension Globiflow.For point 2: An App Library you can create in the "Internal App Market": Click Add new App, click Internal Market, select App, click Install.

Rainer

Rainer Grabowski 0 votes
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