Copy capsules procedures form a capsule to an other capsule

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

------------------------------
Stefan Batalia
Board Administrator
Optibelt GmbH
Germany
------------------------------

Find more posts tagged with

Accepted answers

Robert Barkaway

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.

------------------------------
Robert Barkaway
Senior Consultant
Board Community
United Kingdom
------------------------------
-------------------------------------------

All comments

Helmut Heimann

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

------------------------------
Helmut Heimann
Senior Consultant
Board Community
Germany
------------------------------
-------------------------------------------

Federico Cazzalini

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

------------------------------
Federico Cazzalini
Support Tech Specialist
Board Community
Italy
------------------------------
-------------------------------------------

Robert Barkaway

Stefan Batalia

Hello Robert,

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

Have a nice weekend.

------------------------------
Stefan Batalia
Board Administrator
Optibelt GmbH
Germany
------------------------------
-------------------------------------------

Cor van Driel

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
------------------------------
-------------------------------------------

Robert Barkaway

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
------------------------------
-------------------------------------------

Cor van Driel

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

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.

-------------------------------------------

Robert Barkaway

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

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...

Kind regards,

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

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

-------------------------------------------

Robert Barkaway

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

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

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

xmas

-------------------------------------------