Manage Sandbox | Online Help | Zoho Projects

Manage Sandbox

Provide Access to Users

You can grant access to users from the portal user list after the Sandbox has been created.
  1. Go to the production portal.
  2. Click  in the upper-right corner.
  3. Navigate to Sandbox.
  4. From the Sandbox List, click the Sandbox name to open its details page.
  5. Navigate to the Sandbox Users tab and click Provide Access to Sandbox.

  6. Select the users from the list to grant access to the Sandbox.
  7. Click Grant.
    1. To revoke the access, select the users and click Revoke access.

Sync Users 

Sync users to reload and update the user list in the Sandbox portal with newly added users from the production portal. Once synced, you can grant access to these users in the Sandbox.
  1. Go to the production portal.
  2. Click  in the upper-right corner.
  3. Click Sandbox.
  4. From the Sandbox List, click the Sandbox name to open its details page.
  5. Click Sync Users () to refresh the user list.
After syncing, the newly added users will be available to grant access in the Sandbox.


Deploy Sandbox Changes to Production  

The Sandbox portal allows you to configure and test changes before deploying them to your production portal. Once changes in the Sandbox are validated, you can view and deploy them to the production portal.

View Changes Before Deployment

To review changes made in the Sandbox:
  1. Go to the Sandbox portal.
  2. Click  in the upper-right corner of the top navigation bar.
  3. Navigate to Sandbox > Sandbox Changes.
  4. Changes are displayed with the details below:
    1. Components and Items: Displays the specific changes made. For example, a newly created layout in the Sandbox will appear under Components as Layout and the specific name of the layout as Item.
    2. Module Name: The module where the changes were made.
    3. Action: Changes involve adding, updating, or deleting items.
    4. Action Performed By: User who made the changes.
    5. Action Performed On: Timestamp of when the changes were made.
  5. To filter the displayed changes, click the Filter icon(), select the details as needed and click Find.

Deploy Changes

Deploy changes to the production portal to use tested and validated configurations in real-time.
Notes
A maximum of 50 changes can be deployed at once.
From the Sandbox Portal:
  1. Go to the Sandbox portal.
  2. Click  in the upper-right corner of the top navigation bar.
  3. Navigate to Sandbox > Sandbox Changes.
  4. Click Deploy Changes.
    1. You will be redirected to the production portal.
  5. Click the Sandbox name to open its details page.
  6. Under the Changesets section, view the changes ready for deployment.
  7. Select the changes to deploy and click Deploy Changes to Production.
  8. In the deployment prompt:
    1. Check for conflicts, if any.
    2. If no conflicts are found, click Proceed.
  9. The changes will be deployed to production.
For example, if a layout is deployed, go to the Layouts and Fields section under Customization in the production portal to verify the changes.


Alternatively, access directly from the Production Portal:
  1. Go to the production portal.
  2. Click  in the upper-right corner of the top navigation bar.
  3. Navigate to Sandbox.
  4. Click the Sandbox name to open its details page.
  5. Under the Changesets section, view the changes ready for deployment.
  6. Select the changes to deploy and click Deploy Changes to Production.
  7. In the deployment prompt:
    1. Check for conflicts, if any.
    2. If no conflicts are found, click Proceed.

  8. The changes will be deployed to production.
For example, if a layout is deployed, go to the Layouts and Fields section under Customization in the production portal to verify the changes.

Deployment Logs

Once a deployment is completed, it will be listed in the Deployment Logs. The logs are displayed based on date and time, with the latest logs appearing at the top. You can use the dropdown from the top-right corner of the page to view deployment logs for a specific Sandbox or all Sandboxes.
To view Deployment Logs,
  1. Go to the production portal.
  2. Click  in the upper-right corner of the top navigation bar.
  3. Navigate to Sandbox.
  4. Click the Deployment Logs tab.
  5. Use filter() to find logs based on Components and items, Modules, Actions or Date.

Rebuild Sandbox Portal 

Rebuilding the Sandbox portal updates and refreshes it with the latest production data. Only the settings data from the production portal will be updated into the Sandbox portal.
Notes
  1. Any non-deployed changes in the Sandbox will be lost during the rebuild.
  2. Rebuilding is allowed only once every 24 hours.
  3. The Rebuild button will be enabled only when the 24-hour period has passed.
  1. Go to the production portal.
  2. Click   in the upper-right corner of the top navigation bar.
  3. Click Sandbox.
  4. From the Sandbox List tab, click the Sandbox name to open the details page.
  5. Click Rebuild Sandbox.
Once the rebuild is complete, you will receive an email notification.

Edit Sandbox 

To update the details of a Sandbox:
  1. Go to the production portal.
  2. Click  in the upper-right corner of the top navigation bar.
  3. Click Sandbox.
  4. From the Sandbox List tab, click the Sandbox name to open its details page.
  5. Click  in the top-right corner of the page.
  6. Select Edit.
  7. Make the necessary changes and click Update.

Deactivate Sandbox 

To deactivate a Sandbox portal temporarily:
  1. Go to the production portal.
  2. Click  in the upper-right corner of the top navigation bar.
  3. Navigate to Sandbox.
  4. From the Sandbox List tab, click the Sandbox name to open its details page.
  5. Click  in the top-right corner of the page.
  6. Select Deactivate.
    1. To Reactivate, toggle on the status of the respective Sandbox portal.

Delete Sandbox 

To delete a Sandbox portal permanently:
  1. Go to the production portal.
  2. Click  in the upper-right corner of the top navigation bar.
  3. Navigate to Sandbox.
  4. From the Sandbox List tab, click the Sandbox name to open its details page.
  5. Click   in the top-right corner of the page.
  6. Select Delete.
Notes
Once deleted, the Sandbox portal cannot be recovered.

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