This beta tool allows users to copy/import Method screens from one Method account to another Method account. It is available to Partners via the Partner portal under the beta program tab.

In this article, we will cover:


Requirements & Restrictions

Requirements before copying to a screen.

  • This tool is available to active partners only. There are eligibility requirements to become a Method Partner. Learn more about those requirements.

  • The Method user (specifically the email address used to log in) must be an active user in both the source and destination Method accounts.

  • Admin permissions and/or Customization permissions is required in both the source and destination Method Apps.

  • The destination account must have an app to copy into. If the app doesn't exist in the destination account, you will need to create the app first.

Restrictions when copying a screen.

  • The source Method account cannot be the same as the destination Method account. In other words, you cannot copy a screen within the same Method account.

  • If the source app is a stock app built by Method or one of our 3rd party stock apps, the destination app will have to be the same stock app. In other words, you cannot copy a screen from a stock app to a different app.


Important Notes

Here are some notes to consider when you copy a screen to another account.

  • If the source screen uses tables or fields the destination account does not have, the import process will automatically create the same tables and fields in the destination account.

  • Although required tables are copied, no data is copied to the destination account. Special Note: This is very important especially for dropdown fields. Pay special attention to any values (the list options) used for these will not be copied over. If custom options were added to an existing dropdown, or if a custom dropdown was created, none of the data will be copied. Users should add these same values to the tables in the destination account, particularly if there are actions that reference these values. New values can also be added.

  • The process does not copy additional screens referenced within your copied screen. Therefore, any Go To Screen actions will need to be manually updated. However, any Go To Screen actions that point to stock app screens will continue to work fine.

  • Once successfully imported, there could be a waiting period of approximately 5 mins before the new screen is fully generated and available to be used in the destination account.

  • A screen that is set as the default start screen will not retain its start screen status. You will need reset the start screen to your copied screen in the destination account.


How to Access the Copy / Import Screen Tool

  1. Log into the Partner portal (click for help).

  2. Click the Beta Programs tab.

  3. Under Beta Programs, click Copy/Import Screen Tool.

  4. This will take you to the tool. On the left is the tool to do screen copies. On the right will be a log of your Screen Copy History. It will track the what was copied as well as the status result of the copy.


How to Copy a Single Screen

With Single Screen Copy selected as a source, follow the below steps to copy a screen.

  1. Select Source account. Select where the account where the screen you want to copy is. In the below example, an account called MyMethodAccount was chosen.

  2. Select Source App. Select the App where the screen resides. In the below example, an app called Rewards was chosen.

  3. Under Select Source Screen, click Fetch screens from source app.

  4. This will bring up a selection of screens from the Source App. Choose the screen you wish to copy. In the below example, a screen called New / Edit Reward was chosen.

  5. Select Destination Account. Select the account you want to copy the screen to. You cannot copy a screen to the same account it resides in. In the below example, an account called MyOtherAccount was chosen.

  6. Select the Destination App. This will be the app in the destination account you wish to copy the screen to. Remember, this app must exist in the destination app before you can see it here. In the below example, an app called Rewards was chosen.

  7. There are two checkboxes before you copy the screen:

    • Overwrite app routines?: App routines will be copied to the destination account. If that app routine already exists there, this will overwrite that app routine.

    • Save screen for use later: If you plan on copying the same screens multiple times, you can save it in a template. If a template exists, you can copy the screen into an existing template. If no teplate exists, it will create a new one for you. For more information, please see the next section on templates.

  8. Copy Screen. When you copy the screen, a confirmation box will appear. Click Ok to continue.

  9. If successful, this message will show and the Copy Screen History will be updated with your copy.


How to Copy One or More Screens

Multiple screen copies are handled by the use of templates. However, in order to add a screen to a template, you must do so via the Single Screen Copy.

ADD A SCREEN TO A TEMPLATE

As discussed in the previous section in Step 7, there is an option to save a screen to a template when doing a Single Screen Copy.

  • Save screen for user later: This must be checked to save the screen to a template.

  • Add to an Existing App Template: Once the source information has been selected, you can add this screen to an existing app template for later use. If no templates exist, then this dropdown won't appear and a template will be created with the name of the app you are copying from.

  • Save Screen to Template: This will save the screen to the app template without copying the screen.

  • Copy & Save Screen: This will copy the source screen to the destination, and then it will also save the screen in the template.

Once the screen has been saved in a template, it can be used in future copies.

VIEW AND MANAGE TEMPLATES

When you select Multiple Screens (via Templates), a grid displaying your screen copy templates will appear as shown in the below image:

By clicking the Add Template button, you can create a brand new (but empty) Screen Copy Template which you can save future screen copies to. The filter view allows you to cycle between active, inactive, and all templates view.

When you select a row in the grid of an existing template, you can make edits to the template information:

  • Template: The template name

  • Is Active: If the template is available to use. You are unable to delete a template.

  • Description: A description of the template.

The template information is saved in the grid by tabbing away, or clicking outside of the grid.

When you select the View Screens button of a template, you will see the copiable screens that belong to this template in a separate grid below:

The only fields you can edit in this grid are the Is Active field and the Screen Description field.

COPYING ONE OR MORE SCREENS IN A TEMPLATE

When you are ready to copy a screen, select one or more screens using the checkbox column:

Below the grid, choose the destination account and app, and then select Copy Selected Screen(s).

This will prompt you:

After clicking OK, the screen copy will run in the background. When it is complete, you will be sent an email indicating it's done.

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