Copy an app to another workspace
Updated Aug 9, 2026
Built a great expense-claims app and want your other region to use it too? Transfers sends a copy of an app to a different workspace. It works like a handshake between two admins. Nothing is copied until the destination admin approves, and your original app is never changed.
When would you copy an app?
- Closing a workspace — move your apps somewhere else before you shut it down.
- Separate environments — you set up new workspaces for development, staging, or testing and want copies of your apps there, kept apart from production.
- New business units or regions — the business grows. Reuse a proven app — a purchase-order tracker, say — in each new workspace instead of rebuilding it.
Who does what?
| Person | What they do |
|---|---|
| Sending admin (you) | Picks the app(s), chooses the destination, decides whether records go along, and sends the request. Can cancel while it is still pending. |
| Destination admin | Sees the request under Incoming and approves or declines it. Approval is what triggers the copy. |
Send a copy
- Go to Admin console → Transfers.
- Pick the app or apps you want to send.
- Enter the destination admin's email, then choose the destination workspace from the list — one email may administer several workspaces.
- Choose whether to include record data, then send.
What arrives on approval
| Included | Details |
|---|---|
| The app's design | Always — its forms, fields, and dashboards. |
| Lookup tables | Always — the master data the app relies on. |
| Records | Only if you chose include record data. Leave it off for a clean start, for example when setting up a test workspace. |
Good to know
- The copy must fit the destination workspace's plan limits — how many apps it can hold, forms and dashboards per app, and its language allowance. If it doesn't fit, approval is refused until the destination upgrades or makes room, so a copy never silently breaks their plan.
- Both admins get notifications in Messages at every step: request sent, approved, copied, declined, or cancelled — no one is left guessing.
- Making a copy inside the same workspace? Skip Transfers and use the copy icon on the app card instead.