If you have an app that you want to use for a different purpose, for example, a different organization or project, you can create a new app by copying the structure of an existing app.
Note: You can also use a sandbox to develop and test changes you want to make to your app, while letting your users continue to use the live app. Use a sandbox rather than an app copy if you want to make and test changes in the sandbox, and then apply changes to the live app.
To copy the structure of an app:
Open the app that you want to copy, click Settings, then click App management.
Click Copy app.
Note: If Copy app doesn't appear, you do not have permission from the Application Manager to copy the app.
Enter a new name and description (optional) for the app.
Click one of the following options:
Copy this application without data – Copies only the shell of the app and leaves its data behind.
Copy this application with data – Copies the app and its data.
Choose one of the following options to assign roles to your list of users that Quickbase brings along for the ride or leave them in their current roles:
Copy users in their roles – Select this option to duplicate the list of users and keep their existing roles in the new app.
Note: When you copy users in their assigned roles, you automatically grant them access to the new app. But users aren't aware of this until you invite them to access the new app.
Copy users and roles separately – Select this option if you don't want to share the new app with anyone, or expect to invite a different set of users. Your user list appears in the new app, but no user has access. The same roles are available but they aren't assigned to any users yet.
When you've made your selections, click Copy Application.
The new identical app (empty of data) opens for you to work with.
After you copy an app
Once you create a copy of an app, you may want to take some additional steps:
Invite users. Say you've created an empty app so your users can fill it with new entries. Even if you chose to grant users of the original app access to the new one by leaving their roles in place, you should bring the new app to their attention. To do so, go to the Manage Users page and invite them.
Activate existing emails. When Quickbase copies your app, it copies any automated emails you've set up, but deactivates them in the new app. If you want Quickbase to start churning out emails from your new app, you must actively activate them. (Read how to activate and deactivate notifications, subscriptions and reminders.)
Note: If the application you're copying has a field that gets its values from a field in another app, the field will still get its values from the field and app you specified when you set it up. However, if that field gets its values from a field in another table in the same app, that setup will be copied so that the field gets its values from the copied app rather than the original app. Read more about shared value fields.