Copying Templates and Components

Templates and reusable components 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.

Note that External Templates (Templates → External from the navigation) cannot be copied using this process. The copy option is available only for Fyno Templates (Templates → Fyno from the navigation).

Steps to copy Fyno templates

1. Prepare your destination workspace

It is important to note that when copying templates, only the template-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 in the workspace. This step will help you test your template once copied.

2If the template uses reusable components, copy them to the workspace using the same process specified in the section below.

2. Copy your template(s)

1Ensure you are in the workspace from where you would like to copy the template or component.

2Navigate to the templates listing page by selecting Templates → Fyno from the navigation.

3If copying a component, click on the “Components” button in the page header.

4Click the “Three Dots” icon on the template (or component) that you would like to copy. This step will open a menu.

5In the menu options, select “Copy to another workspace”.

6You will now see a checkbox next to every template listed on the page. You can select multiple templates to copy if needed.

7Once you have completed your selection, click “Copy Selected Templates” in the alert above the listing.

8When copying a single template that has a live version, you will see an option to copy either the latest live or test version. If your template only has a test version, that version will be copied.

9When copying multiple templates, the latest live or the latest test version will be copied, depending on the template.

10You 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.

11Once all the workspaces are selected, click “Confirm”. This step will initiate the copy process.

12Now, in all the selected workspaces, you will see the copied Fyno templates.

How versioning works

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

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

If the template 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 template 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 template.