Transferring events, minutes across workspaces

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Shyue Jer Ng

• September 19, 2015 04:04

So how do we export meeting minutes on 1 workspace onto the others?

And also how to make certain national-wide events to be viewed by the whole organization regardless of which workspace people are in?

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  Rainer Grabowski

  • September 19, 2015 09:04

  Hi,

  what exactly do you want to export? Certain items of an App, the whole App with all items, only the content of a field? Should it be a copy only?

  To your second question: Create a workspace where all members of the whole organisation are in and a central meeting app. In all Meeting apps in the other Workspaces add a relationship field to this central meeting app. You can now use Podio Advanced Workflows to copy every new created meeting from the other workspaces to the central meeting app or only those who are nation-wide events. If you want to copy only those, add a category field with category "nation wide" and a flow that copies this event when the category is selected. Most easiest way: Use only one central meeting app for all meetings (if that is possible for your structure).

  Rainer
  rg@delos-consulting.com

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  Shyue Jer Ng

  • September 21, 2015 21:48

  Hello, I would want just the items of the Meetings app in Workspace A to be easily transferable to the Workspace B instead of me sharing the minutes with every member in Workspace B (it's time consuming and error-prone)

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  Rainer Grabowski

  • September 22, 2015 06:27

  Hi,
  you can do that with Podio Adwanced Workflows.
  In the Meeting App in Workspace B add a relationship field to Meeting App A. In Meeting App A add a category field with a category "Copy to B" and create a workflow in A: When category changes to "Copy to B" create a new item in App B and take all the data from A.

  But maybe it makes more sense to have a workspace for all members of A and B with one central meeting app in it.
  Rainer

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