Copy Customization
What is Copy Customization?
Copy Customization is a process that allows an organization to create a new account by replicating many of the modules and forms from an existing base (or primary) account. This makes it easier to set up the new account with the same configurations as the original one.
Using the Copy Customization feature
- From the base account, go to Operations > Data Administration > Copy Customization
- Enter the email address to send the request to in the provided input box.
- Click Send Request
- Once the request is accepted, again access Copy Customization and select the modules and the forms that you'd like to replicate.
- Enter the copy customization target account email address.
- Click Copy.
Now you have successfully reproduced the required modules and forms from your base account to your new account.
What will be copied?
Framework / Forms
| Description | Copied? |
| Services (System & Custom) | Yes |
| Forms (System & Custom) Including sections, form components, form properties, field properties, user-defined options, auto number, and conditional fields. | Yes |
| Related forms | Yes |
| Roles | Yes |
| Permissions (Forms, Fields, Global) | Yes |
| Rules | Yes |
| Views | Yes |
| Location, Department, Designation (form records) | Yes |
Attendance Service
| Description | Copied? |
| Attendance General Settings | Yes |
| Shifts Configuration | Yes |
| Absent Scheduler Configuration | Yes |
Leave Service
| Description | Copied? |
| Leave Policies | Yes |
| Leave General Settings | Yes |
| Holidays | Yes |
Timesheet Service
| Description | Copied? |
| Timesheet General Settings | Yes |
| Billing Settings | Yes |
| Scheduler and Reminder Settings | Yes (only when applicable for all users) |
Performance Service
| Description | Copied? |
| Appraisal Settings Components | Yes |
| Goals Settings | Yes |
| KRA Settings | Yes |
| Competency Settings | Yes |
| Skillset Settings | Yes |
| Feedback Types | Yes |
| Summary Questions | Yes |
| Skill Potential Range | Yes |
Files Service
| Description | Copied? |
| Mail Merge Templates | Yes |
| Folders | Yes |
Automation
| Description | Copied? |
| Groups | Yes |
| Workflows | Yes |
| Templates | Yes |
| Tasks & Checklists | Yes |
| Mail Alerts | Yes |
| Field Updates | Yes |
| Custom Functions | Yes |
| Approvals | Yes |
System modules and forms that are generic to all accounts will be reproduced on the new account.
Employee/User specific configurations and data should never be replicated from one account to the other.
Dont see this feature in your account?
Contact support@zohopeople.com to enable this feature.