Is it possible to merge two workspace projects? | Community
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jc608
jc608
Level 3
Nov 4, 2022 2:12 PM UTC
Solved

Is it possible to merge two workspace projects?

Hi. I need to merge two workspace projects. I have tried duplicating a panel (and visualization) and when I get to the other project (in a different window) the 'insert copied panel' option isn't available. Has anyone successfully merged two projects? If so... how? 

Thanks!

jodi

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Jennifer_Dungan
Jennifer_DunganAccepted solution
Level 2
Nov 4, 2022 4:47 PM UTC

"Duplicate" panel/visualization is for use inside the same report (it makes a copy directly below the item you are duplicating).

 

"Copy" panel/visualization creates a copy that you can insert into another workspace.

 

There is a caveat to this, you cannot copy and insert panels between different companies/organizations.

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2 replies

Jennifer_Dungan
Jennifer_DunganAccepted solution
Level 2
Nov 4, 2022 4:47 PM UTC

"Duplicate" panel/visualization is for use inside the same report (it makes a copy directly below the item you are duplicating).

 

"Copy" panel/visualization creates a copy that you can insert into another workspace.

 

There is a caveat to this, you cannot copy and insert panels between different companies/organizations.

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    kayawalton
    kayawalton
    New Participant
    Nov 4, 2022 4:39 PM UTC

    Copying the panel from Project A and using Insert Copied Panel on Project B is the best way (that I know of) to do this. 

     

    A couple of things that might be affecting your ability to paste the copied panel:

    • If you do not have edit access to Project B
    • Try using one window only. Copy the panel from Project A, close Project A, open Project B, and insert the panel on B
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