How to export pdf template from one Sugar instance to another

Hi All,

How to import pdf template from one Sugar instance to another ?

I need to deploy or Import one custom sugar template from a development Sugar instance to production sugar instance.

Please advise me how to export and import the pdf templates.

Parents
  • I am an on-Site customer so I have direct access to the Databases for my instance. 

    I use MySQLWorkbench to export the record from my development instance as an Insert statement, replace the ID with UUID() and replace the created/modified timestamps with UTCTIMESTAMP() and then execute the insert in my Production Environment.

    If you are a Cloud customer, however, you will not have access to the DB. In which case I think you will need to recreate the record via the interface, as I've not seen another way to export/import the templates from the application.

    You may have an easier time copying if you open the "HTML" of the body of your PDF template in each of your systems and copy/paste the content from development to production.

    FrancescaS

Reply
  • I am an on-Site customer so I have direct access to the Databases for my instance. 

    I use MySQLWorkbench to export the record from my development instance as an Insert statement, replace the ID with UUID() and replace the created/modified timestamps with UTCTIMESTAMP() and then execute the insert in my Production Environment.

    If you are a Cloud customer, however, you will not have access to the DB. In which case I think you will need to recreate the record via the interface, as I've not seen another way to export/import the templates from the application.

    You may have an easier time copying if you open the "HTML" of the body of your PDF template in each of your systems and copy/paste the content from development to production.

    FrancescaS

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