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Human Resources forum

Export Hiring process template to other instance

Posted on by 100

Hi,

Is there a way to copy the Attract hiring process template from one instance to another?

With CDS or Solution Export / Import?

It's really hard to sync the template within two instances.

Best,

Robin

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  • Robin Pi Profile Picture
    Robin Pi 100 on at
    RE: Export Hiring process template to other instance

    Hi Nicu,

    maybe I misunderstand you. But in "Job Opening Stage and Job Opening Stage Activity" is just the records of the current jobs?

    I want to transfer the template how these jobs were created.

    As you can see as an administrator, there is the menu point "templates". There I defined one job template for our jobs. And exactly this definition, of how a application workflow has to be, I want to export to another instance.

    Best,

    Robin

    Okay, I got it. Between the real jobs are the templates. Thank you Nicu Aleman!

  • Suggested answer
    Nicu Aleman Profile Picture
    Nicu Aleman 2,587 on at
    RE: Export Hiring process template to other instance

    Hi Robin,

    the 3 entities are: Job opening, Job Opening Stage and Job Opening Stage Activity. all those records could be moved with excel export/import or with any other way you might know.

    since there are many relationships between them, you might get some errors if you don't export/import them in this order.

    You could also create a Microsoft Flow to copy these date from one organization to another, directly in PowerApps

    best regards,

    Nicu

    https://talent.asgcrm.com

  • Robin Pi Profile Picture
    Robin Pi 100 on at
    RE: Export Hiring process template to other instance

    Hi Nico,

    I was afraid of this answer. I already searched in all entities with "template" or "process" for records that describes my Hiring process template but I was not able to find any trail of it.
    I would write me some short C# script to clone these records. Do you have any idea where I can find them?

    Best,

    Robin

  • Suggested answer
    Nicu Aleman Profile Picture
    Nicu Aleman 2,587 on at
    RE: Export Hiring process template to other instance

    Hi Robin,

    the customized hiring process is actually a record/more records in CDS. With CDS solution export/import you can export only customization's. but this is a record/multiple records.

    there are tools you can use for export and import of records, but you should really know CDS /Dynamics CRM

    regards,

    Nicu

    read my blog: https://talent.asgcrm.com

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