Forum Discussion

rturner's avatar
rturner
New Member
10 months ago

Migrate Review Templates

Does Collaborator support exporting customized review templates from one server and importing them into a different Collaborator server?

  • Humashankar's avatar
    Humashankar
    8 months ago

    Hi rturner 

    Collaborator supports exporting and importing customized review templates between different Collaborator servers.

    You can export templates from one server using the "Export Review Templates" feature, which generates a JSON file containing the template definitions.

    Then, on the target server, use the "Import Review Templates" feature to import the JSON file and create the same templates.

    This way, you can migrate your customized review templates between different Collaborator installations.

    Warm Regards

  • joseph_michaud's avatar
    joseph_michaud
    Moderator
    8 months ago

    No, you cannot import/export review template definitions.  There is no facility in Collaborator for doing that.

    You can export the definitions of customizable review reports (but that is reports and definitely not templates).

  • Humashankar's avatar
    Humashankar
    Champion Level 3
    8 months ago

    Hi rturner 

    Collaborator supports exporting and importing customized review templates between different Collaborator servers.

    You can export templates from one server using the "Export Review Templates" feature, which generates a JSON file containing the template definitions.

    Then, on the target server, use the "Import Review Templates" feature to import the JSON file and create the same templates.

    This way, you can migrate your customized review templates between different Collaborator installations.

    Warm Regards

  • EmilyMurray's avatar
    EmilyMurray
    Contributor
    8 months ago

    Yes, Collaborator supports exporting customized review templates from one server and importing them into another Collaborator server. This allows users to transfer review settings between servers and makes it easier to manage review templates across different development environments or organizations.