The Centercode platform has the ability to globally clone Surveys, Content, and Releases from one Project into another. Project Managers essentially have the option to completely recreate these resources, present within identified templates, in any of their projects with just a few clicks. Check out the guide below to learn more!

Before we begin...

When cloning Surveys, Content, and Releases, you'll find that you have two options:

  • Cloning a resource within the same project
  • Cloning a resource from one project into another project

Both options are simple and require the same steps, but cloning a resource across Projects requires one extra step: verify the Project containing the resource to be cloned is set as a Global or Department Template. To set a Project as a Project Template, follow this quick guide.

Cloning Resources

Cloning a Survey, a piece of Content, or a Release begins with navigating into that particular resource's management page and creating a new resource. To do this, follow the steps below:

  1. Click on Project Tools on the left hand menu
  2. Click on the Surveys, Content, or Releases tool in the main body area
  3. Create a new Resource by...
    - Clicking "Create a Survey" if in Survey Management
    - Clicking the "+" when hovering over a Content type if in Content Management
    - Clicking the "+" when hovering over a Release type if in Release Management

During the creation process, you will see "Template Source" at the top of your screen. This is a drop down menu that will allow you to choose your template source, or the area in which your desired Survey, Content, or Release lives (your current project, the Community level, or another project). 

Once you've chosen your Template Source, you can then view all of the Active and Inactive resources available in the Template Source.

From there, select your desired template and the survey, content, or release will populate on the page. Take a moment to adjust small items such as the title, body, or existing form elements (if a Survey) of your new resource to fit your needs. 

Important Notes:

  • Cloned resources do not include Attached Files, Distributed Values, Availability, or Team Access. These must be set manually before submitting your freshly cloned resource.
  • Content and Releases existing within the same project can also be cloned from their respective management pages by hovering over the resource you'd like to clone and clicking on the "Clone" icon as seen here.
  • If you notice that a desired "Template Source" is not available when cloning a particular resource, make sure to check and make sure it's set as a Global or Department Template as mentioned in the "Before We Begin..." section above.

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