Moving customizations to another CRM instance

[Dmitry]

Hello,

We have launched a second instance of the CRM for testing custom functions, etc. How can we copy all customizations we did to the original instances (custom fields & relationships, layout changes etc.)? They don't seem to be in the MySQL DB.

[tanya]

Hello,
if you do all of your changes with Entity, Layout and Label Managers, you can just copy custom folder. Check file / folder permission. After run Rebuild in Administration.

[Dmitry]

Thank you. Is "custom folder" the actual name of the folder?
We also have email and quote templates, reports and workflows.

[tanya]

"custom" is the actual name of the folder
[espoDir]/custom

email and quote templates, reports and workflows - this data is stored in the database

[Dmitry]

We copied the custom folder and ran rebuild. The labels were updated, but the custom fields did not appear. Also, the UI settings are still default. What else should we do?

[tanya]

Custom fields are in custom field as well, if you created them in Entity Manager. Was Rebuild result Success?

Some of UI settings are in data/config.php
don't copy it, just compare the values and copy which you need,

[Dmitry]

I did Rebuild once more and this time it worked. Thank you.