Template Manager can now sync site structure

Vladi Gubler
Vladi Gubler
October 09, 2019 | Products

Hi,

Have you heard of Template Manager? If you haven't, you should really pay close attention! Template Manager is a component of the SharePoint Online version of Ultimate Forms. It lets you copy Ultimate Forms settings between sites with just a click. It's ridiculously easy to:

  • Replicate your changes in settings from your development site to production
  • Create multiple working copies of a highly customized site
  • Deliver prefabricate solutions to your customers (even across tenants!)
  • Copy your production site to another location for further development/testing

Template Manager is included with Ultimate Forms, all you need is to get your free credentials from us and you're good to go. Create your own templates or even use the prefabricated business solutions we offer free of charge. Consultants among you: just think of the possibilities of being able to rapidly replicate the same site to many of you customers!

Template Manager is not a few feature, it's been around for a few years (albeit, somewhat hidden under the gear icon in our old user interface). It was specifically developed to allow our partners to easily deliver complex business solutions based on Ultimate Forms by automatically copying all our settings from the source, template site to the customer site. Forms, actions, alerts, you name it, get copied over and modified to reflect the specific URLs and list IDs of the destination site. You have the flexibility to choose what features of Ultimate Forms to replicate (maybe you need just Actions?) and also which lists to replicate (all of them by default, but you can also select specific lists). The only condition is that the two sites (source and destination) have the same structure (list and their columns). It was usually accomplished by saving the site as a template and creating a copy from that template.

The new feature I would like to talk about today is really exciting! Template Manager is now able to also replicate the list structure. It will create lists, add/modify/update columns and content types, sync views and even sync Modern web part pages and left-side navigation! So now you can create an empty site and run Template Manager on it to generate a whole new business solution from scratch, with just one click. We will automatically scan the lists in the source and destination sites, create new lists if needed and then go over the contennt types, columns and views in the destination list, making sure they are identical to the source. 

NOTE: if the destination list contains columns not found in the source, template list, those will be removed. Exercise caution to ensure you don't lose any data. If you are planning to sync list structure multiple times, make sure to make no manual changes in the destination site.

With the new UI we recently began rolling out, Template Manager is taking its rightful place as a first-class component of Ultimate Forms, you can easily find it in the top toolbar. If you haven't done so yet, request credentials from us (email sales@infowisesolutions.com) and make you work easier!

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The awesome power of ULTIMATEforms

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100% No-Code Solution

It's never been easier, to create, innovate and share, all you need is your web browser!

Cost-effective

Address business process pain points immediately. Save time and money.

Fantastic Support Team

Facing difficulties installing the application? Contact our fantastic support team.

support@infowisesolutions.com


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Request a Live Demo

Book an appointment for a one-on-one with an ULTIMATEforms expert trainer.

Test drive the awesome power of ULTIMATEforms

Learn how to quickly and easily turn time-consuming business processes into automated, efficient workflows.

Have a strong start

Only thirty minutes of well-coached time can translate into great future savings in time and money. So, sit back and enjoy the ride.

It's Free

Learn how to address business process pain points immediately. Save time and money.