Copying Routes | Fyno Documentation

Single channel and omni-channel routes can be copied from your workspace to other workspaces you own. The copy process is only available in workspaces where you have the Owner role.

Steps to copy routes

1. Prepare your destination workspace

It is important to note that when copying routes, only the route-related data will be copied to the destination workspace. Any dependencies must be created or copied manually in the destination workspace.

1Manually create the required integrations used by the routes in the workspace.

2If the omni-channel route contains a single channel route, then ensure that the single channel route is first copied over using the process described in the next section.

2. Copy your route(s)

1Ensure you are in the workspace from where you would like to copy the route.

2Navigate to the listing page for single channel routes (Routes → Single Channel from the navigation) or omni channel routes (Routes → Omni-Channel).

3Click the “Three Dots” icon on the route that you would like to copy. This step will open a menu.

4In the menu options, select “Copy to another workspace”.

5You will now see a checkbox next to every route listed on the page. You can select multiple routes to copy if needed.

6Once you have completed your selection, click “Copy Selected Single Channel Routes” or “Copy Selected Omni Channel Routes” in the alert above the listing.

7When copying a single route that has a live version, you will see an option to copy either the latest live or test version. If your route only has a test version, that version will be copied.

8When copying multiple routes, the latest live or the latest test version will be copied, depending on the route.

9You will now see a dialog box with an option to select destination workspaces. In the “Destination Workspace(s)” dropdown menu, you will see all the workspaces you are a member of, but only the ones in which you have the “Owner” role will be available for selection. You can select up to five applicable workspaces.

10Once all the workspaces are selected, click “Confirm”. This step will initiate the copy process.

11Now, in all the selected workspaces, you will see the copied routes.

3. Post copy to-do

Once the routes are copied to the destination workspaces, open each route, re-select the integration (where applicable), and save the route to ensure that it works correctly.

How versioning works

Let’s say we are copying a route from Workspace A to Workspace B. There are two versioning scenarios to keep in mind.

If the route does not exist in Workspace B, then the version created by the copy process will always be v1 (Test).

If the route already exists in Workspace B, then the copy process will create a new standalone version (neither test nor live). For example, if the version in Workspace B is v1 (Test), then the process will create a new version called v2. You can select this version from the version dropdown beside the route name and click “Save” to change the version to v2 (Test), or click the “Go Live” button to promote it to v2 (Live). This ensures that changes to existing versions in the destination workspace are not overwritten and gives you control over when to save or promote the copied route.