Migrate Visual Task Board to Prod

[snuser10]

Is there a way to migrate Visual Task Board from one instance to another using Update set or xml export? Thank you in advance!

[snuser10]

Any solution on how to migrate visual task board? I tried exporting xml for above 6 tables but that did not work.

[SanjivMeher]

Importing the VTB board record and corresponding vtb lane record should do.

[Bjoern_Pfoster]

By now, there is an option to "Save Board to XML".
Go to vtb_board.list using the navigator. This will navigate you to the list view of all visual task boards.
Afterwards, select the board you want to transfer to another instance and right-click on the header as shown in the image.

On the target instance, right-click (also in the vtb_board list view) on a column name and select "Import XML"

I hope this helps you and anybody looking for a solution 🙂

[joconnor]

Thank you, Björn!

We were able to move the board over easily but it looks like work notes and additional comments did not come over.  Any suggestions?

Thank you,

James

 

[Bjoern_Pfoster]

Hi James

The visual taskboard is a set of configuration on how to display the data of the given table.
If you want to have worknotes and comments of a record, you have to transfer them separately.
Also, worknotes and comments are audited and therefore really hard to transport. You can achieve this by cloning. An alternative would by to export/import them as stated in this Knowledge Base article.

I hope this helps You.