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Questions Move Dashboards from one company to another

 
Acumatica Dashboards
Last Post by Tim Rodman 7 years ago
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3 Users
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Posts: 35
 Geremy Partridge
Topic starter
May 10, 2018 3:39 pm
(@geremy-partridge)
Member
Joined: 8 years ago

Is it possible to move Dashboards from one company to another in Acumatica? We have a couple of different companies in our Acumatica that we would like to move over to one of the others.

Thanks 


7 Replies
Shawn P Slavin
Posts: 196
 Shawn P Slavin
May 10, 2018 4:23 pm
(@shawn-p-slavin)
Estimable Member
Joined: 5 years ago

See if the below Tech Tuesday article helps.

https://www.acumatica.com/blog/technical-tuesday-moving-dashboards-between-deployments/

 


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 Geremy Partridge
(@geremy-partridge)
Joined: 8 years ago

Member
Posts: 35
July 18, 2018 10:10 am
Reply toShawn P SlavinShawn P Slavin

Thanks!


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Tim Rodman reacted
Tim Rodman
Posts: 3193
 Tim Rodman
Admin
May 11, 2018 12:40 am
(@timrodman)
Famed Member
Joined: 10 years ago

Now if they could just add the ability to package Pivot Tables in a Customization Project!


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Posts: 35
 Geremy Partridge
Topic starter
July 30, 2018 5:01 pm
(@geremy-partridge)
Member
Joined: 8 years ago

I was able to get the dashboards handled. Thanks for the link.

Now they want me to move Attributes and Case Classes to a different company. Anyone know if this is possible?


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
August 3, 2018 7:21 am
(@timrodman)
Famed Member
Joined: 10 years ago

I don't think there is an easy way to do this. I think you would have to try re-importing somehow.


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 Geremy Partridge
(@geremy-partridge)
Joined: 8 years ago

Member
Posts: 35
August 3, 2018 9:18 am
Reply toTim RodmanTim Rodman

I had to Key all of that in. 


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
August 8, 2018 6:59 am
(@timrodman)
Famed Member
Joined: 10 years ago

You could try creating a Generic Inquiry to pull the data out, then an Import Scenario to push the data back in. I just don't remember for sure if you can use an Import Scenario on those screens.


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