My site has multiple tenants. I’ve designed a dashboard based on lots of inquiries. Now, I would like to “copy” this dashboard to another tenant.
The way I can think out of is firstly export all inquiries to xml, and import these xml to new tenant to generate related inquiries, and then redesign the dashboard on new tenant.
It is a way to do, but it takes lots of efforts.
Can anybody tell me is there a better way to do it?
Best answer by ray20
To someone who also be interested in this question. I do find a way to make things easier. Which is written in Acumatica’s help doc, we DO can leverage the ability of customization projects.
Just create a new customization project, and add the dashboard into it. It would automatically add all inquires behind the dashboard along with it.
Now, you can publish this project directly on this tenant, and another tenant would share it.
Or, you can also export this project out, and move to another instance which is not on same server.