Copy capsules procedures form a capsule to an other capsule

Stefan Batalia
Stefan Batalia Customer
Fourth Anniversary 10 Comments 5 Likes Photogenic
edited December 2020 in Platform
Hello all,

we are working with the Windows Client V10.1.4.

How can I copy a capsules procedure from a capsule to an other capsule?

Thanks in advanced

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Stefan Batalia
Board Administrator
Optibelt GmbH
Germany
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Accepted Answer

  • Robert Barkaway
    Robert Barkaway Employee
    Fourth Anniversary 10 Comments Level 100: Foundations of Building in Board Level 200: Building A Planning Solution in Board
    edited December 2020 Answer ✓
    Hi Stefan, you should be able to simply go into the procedure, click Copy at the top, open the capsule you want to transfer it to (you need to open it within the same session, you can change environment but you need to stay within the same Board client session), create a new procedure with the same name and click Paste, that will paste all the steps from your source procedure, then just hit Save.

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    Robert Barkaway
    Senior Consultant
    Board Community
    United Kingdom
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Answers

  • Helmut Heimann
    Helmut Heimann Employee, Community Captain
    50 Answers 500 Comments 250 Likes Fourth Anniversary
    edited December 2020
    Hi @Stefan Batalia,

    I'm afraid, there is no possibility to achieve that. Sine a capsule procedure is linked to the capsule it was built in, you can only re-build it in any other capsule.
    Yes, that's some work considering the possible size of such a procedure but, currently no other way.

    Kind Regards,
    Helmut

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    Helmut Heimann
    Senior Consultant
    Board Community
    Germany
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  • Federico Cazzalini
    Federico Cazzalini Employee
    Fourth Anniversary 100 Likes 5 Answers 25 Up Votes
    edited December 2020
    Hi @Stefan Batalia,
    you could save the procedure as a database procedure and then open the new capsule, point the database and save the procedure inside the new capsule taking it from the database.

    Pay attention to the "client-side" action, like: open screen, extract screen, broadcasting and so on. They are related to the specific capsule.

    ciao,
    federico

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    Federico Cazzalini
    Support Tech Specialist
    Board Community
    Italy
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  • Stefan Batalia
    Stefan Batalia Customer
    Fourth Anniversary 10 Comments 5 Likes Photogenic
    edited December 2020
    Hello Robert,

    now I understand. 
    It works, fine, thank you so much.

    Have a nice weekend.

    ------------------------------
    Stefan Batalia
    Board Administrator
    Optibelt GmbH
    Germany
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  • Cor van Driel
    Cor van Driel Customer
    Second Anniversary First Comment
    edited December 2020
    Hi Robert,

    thank you for your feedback. We are using the web-based version 10.6. 
    in the procedure area i do not see the copy part.
    is there a way to also make this work in the web-based version ?

    thanks !

    ------------------------------
    Cor van Driel
    CFO
    European Dental Group Holding B.V.
    Netherlands
    ------------------------------
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  • Robert Barkaway
    Robert Barkaway Employee
    Fourth Anniversary 10 Comments Level 100: Foundations of Building in Board Level 200: Building A Planning Solution in Board
    edited December 2020
    Hi Cor, on the web it works slightly differently - rather than copying the whole procedure you'd need to copy each group separately. You can select individual lines via the tick-box on the left, or you can select an entire group in one go using the tick box to the left of the group heading, you can then copy these lines using the Copy option at the top, and you'll be able to paste them into a new procedure. You can create your new procedure in a separate browser tab so you can copy and paste between the two tabs quickly and easily, you just need to recreate any groups in the new procedure and then copy and paste in the lines for each group.

    ------------------------------
    Robert Barkaway
    Senior Consultant
    Board Community
    United Kingdom
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  • Cor van Driel
    Cor van Driel Customer
    Second Anniversary First Comment
    edited December 2020

    Hi Ronald,

     

    Thanks. I am able to go to the procedure and copy the steps, but do not understand how to paste the information in the new procedure, as there is no "paste" button visible.

    Probably missing something obvious..

     

    Kind regards, 

    COR VAN DRIEL  |  CFO
    +31 6 - 204 24 786

    image

    OLYMPIA 2A  |  1213 NT HILVERSUM  |  THE NETHERLANDS
    +31 35 - 760 52 14  |  EUROPEANDENTALGROUP.EU

    European Dental Group Holding BV is a Dutch limited liability partnership registered in the Netherlands under Chamber of Commerce number 70650284. The information provided in this e-mail is confidential and is for the sole use of the recipient. Any review, reliance or distribution by others or forwarding without express permission of European Dental Group Holding BV is strictly prohibited. If you are not the intended recipient, please contact the sender and delete all copies.

     



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  • Robert Barkaway
    Robert Barkaway Employee
    Fourth Anniversary 10 Comments Level 100: Foundations of Building in Board Level 200: Building A Planning Solution in Board
    edited December 2020
    Hi Cor, you need to Create Step and you'll then have the option to Paste rather than create a new step from scratch, it will paste however many steps you previously copied.

    ------------------------------
    Robert Barkaway
    Senior Consultant
    Board Community
    United Kingdom
    ------------------------------
    -------------------------------------------
  • Cor van Driel
    Cor van Driel Customer
    Second Anniversary First Comment
    edited December 2020

    Hi Robert,

     

    Thanks for your reply.

     

    It is probably me, but if I select +STEP in a procedure, I see the following screen, which does not contain a PASTE possibility...

     

    image

     

    Kind regards, 

    COR VAN DRIEL  |  CFO
    +31 6 - 204 24 786

    image

    OLYMPIA 2A  |  1213 NT HILVERSUM  |  THE NETHERLANDS
    +31 35 - 760 52 14  |  EUROPEANDENTALGROUP.EU

    European Dental Group Holding BV is a Dutch limited liability partnership registered in the Netherlands under Chamber of Commerce number 70650284. The information provided in this e-mail is confidential and is for the sole use of the recipient. Any review, reliance or distribution by others or forwarding without express permission of European Dental Group Holding BV is strictly prohibited. If you are not the intended recipient, please contact the sender and delete all copies.

     



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  • Robert Barkaway
    Robert Barkaway Employee
    Fourth Anniversary 10 Comments Level 100: Foundations of Building in Board Level 200: Building A Planning Solution in Board
    edited December 2020
    Hi Cor, that suggests it isn't seeing that you have anything copied, are the procedures in the same environment? If you copy the steps in one tab and then open the target procedure in another tab I believe that should still work fine, otherwise you can try doing it in the same tab - open the source procedure, copy the steps, then open the target procedure, create step and paste.

    ------------------------------
    Robert Barkaway
    Senior Consultant
    Board Community
    United Kingdom
    ------------------------------
    -------------------------------------------
  • Cor van Driel
    Cor van Driel Customer
    Second Anniversary First Comment
    edited December 2020

    Hi Robert,

     

    Bit lait in my response, but all clear now. Thanks for the support !

     

    Kind regards, 

    COR VAN DRIEL  |  CFO
    +31 6 - 204 24 786

    image

    OLYMPIA 2A  |  1213 NT HILVERSUM  |  THE NETHERLANDS
    +31 35 - 760 52 14  |  EUROPEANDENTALGROUP.EU

    European Dental Group Holding BV is a Dutch limited liability partnership registered in the Netherlands under Chamber of Commerce number 70650284. The information provided in this e-mail is confidential and is for the sole use of the recipient. Any review, reliance or distribution by others or forwarding without express permission of European Dental Group Holding BV is strictly prohibited. If you are not the intended recipient, please contact the sender and delete all copies.

     

    image

    xmas



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