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Can I transfer an app and its data to another account?

  • 1.  Can I transfer an app and its data to another account?

    Posted 03-15-2017 19:08
    Our sister company wants to use several of the apps I created.  I made them in our account and they plan on getting their own account and would like the apps to be in this new account.  Can I transfer the apps and data to the new account once it's established?


  • 2.  RE: Can I transfer an app and its data to another account?

    Posted 03-15-2017 19:11
    Yes - you simply need to be the application manager/owner of the Application you are transferring.  Go into the Settings area from the Home page, click on App management and select Transfer app (3rd option from the bottom).  Enter in the email address of the User who needs to take over the app; and as long as they are an Account User who can create applications in their account, they will be able to accept it and move it from your account to theirs.


  • 3.  RE: Can I transfer an app and its data to another account?

    Posted 03-15-2017 19:21
    Keep in mind that a "transfer" will remove the old app from the old account.  If you want a copy of the app moved, (which is usually best practice), you will want to copy the app before the transfer.


  • 4.  RE: Can I transfer an app and its data to another account?

    Posted 03-15-2017 19:30
    Thanks!


  • 5.  RE: Can I transfer an app and its data to another account?

    Posted 03-16-2017 01:55
    Another note to remember when transferring accounts:
    Many of your formula URL buttons (i.e. All your "Add" buttons) will need to be updated if any of the table names have changed since they were originally made.

    For example:
    If a table was called "Opportunities" when it was first created, but then changed to "Sales Opportunities".
    The original DBID would be [_DBID_OPPORTUNITIES], but once you copy the app with the new table name, that table will have the DBID of [_DBID_SALES_OPPORTUNITIES]

    This can cause those buttons to break on the forms.

    Take Care,


  • 6.  RE: Can I transfer an app and its data to another account?

    Posted 03-16-2017 02:00
    Matthew, i do not think that is true.  As long as the  formulas refer to the table with their [DBID_Table name] and not the hard coded URL, then the Copy will always work.  The table name once written never changes, even when the app is copied.


  • 7.  RE: Can I transfer an app and its data to another account?

    Posted 03-16-2017 02:28
    All I can say is its happened to me and it messed up all sorts of formulas. 

    Just something to double check after the move, but fir sure the dbid of something like "bmmkqnakv" will for sure change, so you'll need to watch those too.