Moving templates from demo to production environment.

Question

Are there any best practices/advice for moving templates from demo to production environment?

Josh.Di · Accepted Answer

Are there any best practices/advicefor moving templates from demo to production environment?Hi @Kat0120Couple of things to point outIf you are downloading a templatefrom one account to another, and you’ve protected your templateby using a password, the process of downloading the template will remove the password.Downloading a single template will export the file inJSON format. If you select multiple templates it will export the file as a.ZIP file. When you upload a template into you account you can either select the JSON file or the ZIP file. Both are accepted.Make sure you have the correct level of access to be able to Download/Upload templates. You will need to have been assigned a DS Admin permission profile or a custom permission profile with Templates > Share level of access.

marvinpjr · Answer

Are there any best practices/advicefor moving templates from demo to production environment?Hi@Kat0120Couple of things to point outIf you are downloading a templatefrom one account to another, and you’ve protected your templateby using a password, the process of downloading the template will remove the password.Downloading a single template will export the file inJSON format. If you select multiple templates it will export the file as a.ZIP file. When you upload a template into you account you can either select the JSON file or the ZIP file. Both are accepted.Make sure you have the correct level of access to be able to Download/Upload templates. You will need to have been assigned a DS Admin permission profile or a custom permission profile with Templates > Share level of access.This is such a great question. I have it, too.It seems that uploading the json file creates a new template with a new template id, correct? But what if I have an existing template in both demo and production? If I have changes to the existing template in demo and need to promote those changes to the same existing template in prod, how would I do that?

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