Move Assessments

[ujjwala_678]

Hey Everyone,

I was wondering if there's a way to move assessments from one instance to another successfully.... I need to make sure that all completed as well as pending assessments are moved in this case. These should also include as asmt_metric_type and below entities-

• Assessable records [asmt_assessable_record]
• Metric categories [asmt_metric_category]
• Metrics [asmt_metric]
• Metric definitions [asmt_metric_definition]
• Category users [asmt_m2m_category_user]
• Stakeholders [asmt_m2m_stakeholder]
• Decision matrixes [asmt_decision_matrix], [asmt_m2m_xcategory_matrix], and [asmt_m2m_ycategory_matrix]

There shouldn't be any loss of associated mappings..so do I need to follow any correct sequence or order to move all these tables  via import XML option?
Or any other method would be better to use here...Please feel free to share your thoughts on this.
Thank you

[Satishkumar B]

Hi @ujjwala_678 

To move assessments and associated entities between instances without losing mappings:

1. Export Data: Export all relevant tables (as XML files) from the source instance, ensuring all necessary fields and relationships are included.
2. Import Sequence: Import XML files into the target instance in a logical sequence (e.g., metric definitions before metrics) to maintain integrity.
3. Validation: Validate data after each import step to ensure mappings and associations are preserved.

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[ujjwala_678]

hello @Satishkumar B ,

Thank you for your inputs on this... I would like to know how and where can I get 'import sequence' option ?

Thank you,