Data Deployment from Sandbox

The Sandbox environment supports extensive testing and validation across various configurations and modules. Users can experiment with roles, profiles, custom fields (across all modules), layouts, layout rules, web tabs, webhooks, email templates, email alerts, workflow rules for tasks and projects, macro rules (task automation), Blueprints (task automation), teams, resources, connections, custom functions, and schedule functions. The data can also be copied to production once testing is done. The following table showcases all the data that can be pushed from sandbox to production and vice-versa.

Module	Sandbox to Production	Production to Sandbox
Roles	Y	Y
Profiles	Y	Y
Custom Fields	Y	Y
Layouts	Y	Y
Layout Rules	Y	Y
Web Tabs	Y	Y
Webhooks	Y	Y
Email Templates	Y	Y
Email Alerts	Y	Y
Workflow Rules	Y	Y
Macro Rules	Y	Y
Blueprints	Y	Y
Module Visibility	Y	Y
Teams	Y	Y
Resources	Y	Y
Connections	Y	Y
Custom Functions	Y	Y
Scheduled Functions	Y	Y
Personal Preferences	-	-
Notifications	-	-
Portal Configuration	-	-
Project Configuration	-	-
Task Templates	-	-
Marketplace	-	-
Developer Space	-	-
Data Administration	-	-
Portal Users	-	-
Client Users	-	-
Issue Tracker	-	-
Custom Status in Layouts	-	-

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Drag & drop form builder
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Form to PDF	Jotform alternative	HIPAA Forms
Email Forms	Formstack alternative	Encrypted Forms
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