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Copy map

Clone maps in a Space or between Spaces

Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated yesterday

Copying maps made easy - not only can you copy maps from one Space to another, maps can be copied with the associated internal documentation, images, stories, requirements, data tables and links to external documentation

Prerequisites

  • Registered and verified Elements account

  • Edit rights to a process map

  • Any user with access to the map in a FREE Space can copy it to another Space.

  • On a paid-for Space, a map owner or manager can restrict the copying of the map for all users and grant copy rights at an individual level in the SHARE panel.

Copying an Architecture Map from your Playground

Note: You cannot copy Architecture Maps from your Playground space to another FREE space as FREE spaces don't support Architecture Maps.

Copying a map

Note: You cannot move a map – only copy it. So, to "move maps" between Spaces, you have to copy a map to a Space and delete it in the original Space.

Copy from the map list

To copy a map, select the map to copy from the maps page, and click on the Copy map button in the right panel.

Enter the name of the map and the destination Space for the copy. If the map has a current version, you can choose whether to create a new draft based on the draft version of the map or the current version of the map. While the copying takes place, you can continue working on the original map and do not have to ensure that everyone is logged out of the map.

Copy from the diagram editor

You can also copy a map while you are viewing it in the diagram editor.

To do so, navigate to the toolbar and select the "Copy" button. Then follow the same steps as above to copy into your selected space.

Tips

If you delete the source map, delete levels of diagrams, or modify the source map while copying is still in progress, the copy is cancelled.

When a map is copied, it includes the resources, attachments (notes, links and data tables, but not the data within the data tables). The map also includes a "digital fingerprint" which records the first author and details of the originating team.

The copied map will be shown as “copying” under the access column with a red dot, and you can modify access/sharing properties while the copying is progressing. When completed, a notification appears on the screen and a record is shown on the “notifications” bell icon (top-right of screen).

Resources and data tables are copied into the chosen Space if they do not already exist. Data tables are related by underlying ID and name. If anything is changed, then the relationship between the source data table and the target one is broken, and the data table will be copied into the library as "datatable name_copyn."


Copying a map with links to external items

When you copy a map across a space you can copy maps with their associated change records. However, you cannot copy over links to external items like Ref model nodes, Salesforce Org Model nodes. If, however, you copy a map within a space AND you decide to copy the draft version of the map, then you can select to move links to these external items to the new map.

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