This article shows you how to "move" a Dimension or Transaction List to any other Application. This can be very powerful as the number of Applications you create expands and you want to maintain List governance across Applications. You can learn more about this from one of our Pigment Pro best practice articles: Multi-Application Architecture.
⚠️ Important
This feature is currently unavailable in Test & Deploy environments.
Why would you move a List?
As the number of Applications within your workspace grows, there will be instances where lists are shared across multiple applications. A List resides in the Application it was built in. That Application can control the Items, Properties of those Items and other areas of maintenance. It is not uncommon for Lists to be created in an Application that isn’t best suited for maintenance. For example, you might create an Employee List in Finance but need to add new employees through another Application, either a data hub or potentially an HR application. This functionality allows you to move that list from one Application to another while still maintaining any instances that the List is shared in.
How to move a List
Open Block Settings and go to the bottom of the General tab to find the "Move List to another Application" button. A dialog asks you to select a destination Application. Select one and confirm. If applicable, the List is "Shared" and the "Application Library" of all Applications which were using this List is adjusted automatically. And with that, the List has been moved to a new Application! |
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⚠️ Important
Access Rights and Permissions
When you move a List to another Application, the Access Rights of the new Application are applied to the List. Make sure you adjust the Access Rights configuration in the new Application.
Some Permissions are required to move a List. The Configure Block permission is needed in both the source and the target Applications, and the Manage Security permission is needed in the source Application.
Which Lists can be moved?
All Lists can be moved except:
Lists which are "protected", for example Calendar dimensions and Security Lists (like Role).
Lists which are directly displayed in a Board widget (temporary).
Lists that have an Access Rights rule applied to them.