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Is it possible to copy a portals request scheme from one project to another?

Rob
Contributor
July 12, 2020

I have a customer portal associated with project but want to copy the request types into my test project (internal)...how can i mirror my customer portal in the test project? Thank you in advance

 

1 answer

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Dave Liao
Community Champion
September 27, 2020

@Rob - hi Rob!

One option is to create a new test project, but choose "share settings with an existing project" (FYI, this isn't available on Cloud Free plans). Things like reports, SLAs, and request types, will be copied over to the new project.

Of course, since project schemes are shared with the production and test product, you might want to switch the new test project to a less noisy test-specific notification scheme.

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