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Suitcase / Briefcase
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Contents
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Suitcase / Briefcase
6 Articles
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Suitcase Import
Suitcase Imports allow objects (such as forms and queries) to be shared between different Slate databases. This article provides an overview and best practices for using Suitcase Import to transfer forms (including event and interview template f...
Updated : 20 Nov 2023
Briefcase Import for Forms
Click Forms on the top navigation bar. Select the form. Click Edit Form . Click Copy Form . Click Copy to Briefcase . A Briefcase window appears. Enter some informational text in the Memo field and select a Folder if de...
Updated : 20 Nov 2023
Briefcase Import for Source Formats
Select Database on the top navigation bar and select Import . Select the Source Format to be shared. Select Copy to Briefcase . Copy the unique ID generated for the briefcase object. In the database where the source format shou...
Updated : 20 Nov 2023
Briefcase Import for Portals
Select Database on the top navigation bar and select Portals . Select the Portal you wish to share. Select Copy . Select Copy to Briefcase in the Copy Portal window. Enter a Memo if desired, and select Save . Copy the...
Updated : 20 Nov 2023
Briefcase Import for Queries and Reports
Select Queries / Reports on the top navigation bar. On the query to be shared, select Edit Query . To share a report, select Edit . Select Save Copy (or Copy Report ). Select Copy to Briefcase . Copy the unique ID in the dial...
Updated : 20 Nov 2023
Suitcase
Suitcase lets you share multiple items between different Slate databases simultaneously. With this functionality, Suitcase allows you to compile and transfer all the functional elements of an entire process in one complete package. This artic...
Updated : 20 Nov 2023