How do I copy a Card to another Project?

A handy feature is the ability to copy a Card and its content from one Project to another. This is useful if you  the same Talent, Crew, Locations and/or Clients across different Projects. 

What will be copied to the other Project:

• Tabs and tab content - Optional
• Media (ie main card image, other attached images & files) - Optional
• Default field values: For example, Address, Phone, Email and Social Media on People Cards, Address on Location Cards.
• Matching fields values: If there are matching fields between the two Projects, the field value will copy to the new Card. The fields must be a matching type (ie text, number, choice), have the same name, and same field values in order to map across. If you need help with mapping fields across please reach out to support@lumi.media.
• Web links

What will not be copied to other Project:

• Related Cards
• Fields that do not map to the destination Project. For example, if the Card you are copying has a single choice field that doesn't have a matching field name and field values in the destination Project, it will not copy the field value across. If you need help with mapping fields across please reach out to support@lumi.media.
• Vault status
• Communication log

To copy a Card from one Project to another:

1. Open the Card that you would like to copy and select the action menu (three dots)  on the top-right.
2. Select "Copy to Project".

3. Choose your options on the "Copy to Project" dialogue:

• Project: Select the Project you are copying the Card to.
• Category: Select the Card Category of the new Card. This will usually be the same Category as the original Card. For example, if you are copying a Talent Card to a new Project, it will probably still be a Talent Card. 
• Title: This will default to the same title, but can edit it here if needed.
• Copy Content: Leave this toggled on (blue) if you want to copy the tabs and their content to the new Card.
• Copy Media: Leave this toggled on (blue) if you want to copy all images and files from the original Card to the new Card.

4. Click "Copy". 

Your Card has been duplicated to the Project that you selected.

If you would like help to map your fields across to another Project, please reach out to support@lumi.media.