Duplicate a template Session

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We would like to set up a template session that has the format we would like all our techs to use when adding a new customer session in RDM. This way we can standardize everything to all look the same. What I mean by this is we have a "parent" folder for the customer name, and beneath that sub-folders that will organize all of the devices by type.
Right now if I select "Duplicate Entry" it will only copy the main session name.
Please take a look at the doc I've attached on how we set up our sessions and sub sessions. It would be great if there's a way to copy all this rather that having to manually create each folder every time we add a new customer.
Is there a way to Copy a Session, with all it's sub-folders now?
Please let me know if this makes sense.

Thank you,
Roberta Day

RDMTemplateTree.docx

All Comments (2)

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Hello Roberta, long time no see ;)

Right-click on the "New Customer Structure" folder, then Add - Save as template. Most likely you will want to save it as a Shared template, give it a name like "New Customer Structure"


You can then choose the folder where you want to create a new customer, right-click, then Add - Add from template - New Customer Structure.

Best regards,

Maurice

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Yes, Maurice, it has been a while, but that's not a bad thing!

Thank you for your response, this works perfectly.

Roberta