The process of migrating templates from one environment to another can be divided into two parts:
Export template from one environment
Import the same template in another environment
Before exporting the template, create a custom view on 'Click2Clone Templates' in the environment from which the template is to be moved in the following way:
Navigate to Settings --> Customizations.
Click on 'Customize the System'.
Navigate to Entities --> Click2Clone Template --> Views.
Click on 'New' to create a new view.
Enter an appropriate name for the view and click 'Ok' to proceed.
Click on 'Add Columns'.
You can keep the following column names disabled - Created by, Created by (Delegate), Created on, Modified by, Modified by (Delegate), Modified on and Record created on.
Click 'Ok' to proceed.
Click 'Save/Save & Close' icon to save this view.
You can see the view that has just been added.
Click on 'Publish All Customizations'.
Go back to Click2Clone application --> Click2Clone Templates --> Select the Export View.
Click on 'Export to Excel'.
After clicking on 'Export to Excel', file with an extension '.xlsx' will be downloaded. Open this file and save it as .csv format in the system.
Once you have successfully created the .csv version of the exported file, let’s proceed to import operation.
Login to the other environment to which we want to import the template --> Navigate to Click2Clone application --> Click2Clone Templates.
Import the same .csv file.
Browse the .csv file.
Click on Review Mapping.
Click 'Finish Import' without changing any of the below fields.
Click on Confirm.
Click on Done.
Wait for the system to finish the import process (Refresh the page couple of times).
Let's now compare the two environments.
Environment - 1
Environment - 2