Moving from multiple workspaces back to one - anyone had experience with this? | Community
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Anonymous
August 22, 2013
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Moving from multiple workspaces back to one - anyone had experience with this?

  • August 22, 2013
  • 2 replies
  • 2204 views
I was wondering if anyone has had experience with moving from multiple workspaces back to 1 (or maybe 2-3).  We currently have six, each with it's own lead partition assignment.  Just looking for anyone who may have considered something like this or had reduced the number of workspaces down by over half.  
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Best answer by Jep_Castelein2
Moving Leads to a single partition is very straightforward. 

Moving assets to a different workspace is more involved, because you cannot move Programs with members. You will need to export members to CSV files, remove the members, then move the Program, then import the CSV files to add the members again. Also, you will need to put the Program (or any other asset) in a folder, then drag the folder over to the other workspace. 

Finally, I don't believe you can delete workspaces, so they will still be visible to administrators (just remove the permissions to those workspaces for regular users). 

This is just an overview, but I hope it is helpful.

2 replies

Jep_Castelein2
Jep_Castelein2Accepted solution
Level 10
August 23, 2013
Moving Leads to a single partition is very straightforward. 

Moving assets to a different workspace is more involved, because you cannot move Programs with members. You will need to export members to CSV files, remove the members, then move the Program, then import the CSV files to add the members again. Also, you will need to put the Program (or any other asset) in a folder, then drag the folder over to the other workspace. 

Finally, I don't believe you can delete workspaces, so they will still be visible to administrators (just remove the permissions to those workspaces for regular users). 

This is just an overview, but I hope it is helpful.
A
Anonymous
June 30, 2016

Hi Jep,

I am looking at moving a number of programs from the default workspace to a new one to clean out the Default workspace so it can be used to triage leads entering the system. Is the export to CSV and re-import members still the best way to manage this? I am concerned about how to ensure nothing is missed out given the number of programs I have.

Any ideas would be appreciated!

Jep_Castelein2
Jep_Castelein2
Level 10
July 1, 2016

Hi Karishma, it is now possible to use the REST API to add and remove Program Membership.

A
Anonymous
August 23, 2013
Thank you for the information, it is helpful!
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