Copy fields from one module to another

[DM2]

Hi

Is it possible to copy a group of fields from one modue to another?

I'm aware you can clone modules, but I would like to be able to copy over a complicated set of fields that I've created in one module to a number of exisiting ones.

Alternatively is there a way of having some kind of global include that can be shared amongst modules?

Thanks!

[jaymewelch]

It would be ideal if there was a way to copy/paste the JSON from one module to another in the HubSpot Design Manager.  I like to have a consistent set of style settings across each module within a theme. Having to hand code them in for every module or use an external IDE is tedious. 

[DM2]

Thanks, the copying json and re-uploading via the cli worked best for me!

[Kevin-C]

Hey @DM2 

So there is no "quick" way to do this but there are options!

First if you're looking for a global implemetation of custom property selections from a module that can be used throughout a page or theme, you can use my favorite HS property "export_to_template_context".

This property is added to module expression when coding it into a template:

{% module "job_title" path="@hubspot/text", label="Enter a Job Title", value="Chief Morale Officer", export_to_template_context=True %} 

You can then use the properties exported from the module by name like:

{{ widget_data.job_title.body.value }} 

Second (as @SteveHTM  has mentioned) you could use the "copy JSON" option from the module and paste it into another when developing locally:

When in the design manager, click Actions > Copy JSON. This code can now be pasted into a module's fields.json config file using a coded editor like VSCode. This JSON is also availble from the original module's fields.json files as well.

[
 {
  "default": {
   "form_id": "7b4fc5b2-1d4a-4a0a-8319-xxxxxxxxxxxxx",
   "response_type": "inline",
   "message": "Thanks for submitting the form.",
   "gotowebinar_webinar_key": null,
   "form_type": "HUBSPOT"
  },
  "display_width": null,
  "id": "form",
  "label": "Form",
  "locked": false,
  "name": "form",
  "required": false,
  "type": "form"
 }
]

Third you can always clone the module!

In the deisgn manager, right click the module and select "Clone module"

There is so much that one can do with just these 2 implementation!

If you have any question I can help answer please don't hesitate to reach out!

Best

[SteveHTM · Accepted solution]

@DM2 - There may be cleverer options, but I'd suggest use of the CLI tools features:

- fetch the module with the complicated fields setup to your local evironment

- copy the meta data files from this module to your new module

- upload the new module and all the field options will be replicated.

Hope this is helpful.

Steve

[shaider4]

Here's what I always do:

1. Navigate to the Module:

   • Log in to your HubSpot account.
   • Go to the module where you want to copy the fields from. For contacts, it would be the "Contacts" module.

2. Select Records:

   • Choose the records that contain the fields you want to copy. This could be a single record or a list of records.

3. View and Edit Record:

   • Open the record you want to copy from.
   • In the record view, find and click on the "Edit" or "Edit properties" option.

4. Copy Field Values:

   • Locate the fields you want to copy.
   • Highlight the content of the field and copy it (Ctrl+C or Command+C).

5. Navigate to the Target Module:

   • Go to the module where you want to paste these fields. If it's another contact record, go to that contact record.

6. Edit Record:

   • Open the record where you want to paste the copied fields.

7. Paste Field Values:

   • Find the corresponding fields in the target record.
   • Paste the copied values into the respective fields (Ctrl+V or Command+V).

8. Save Changes:

   • Save the changes to the record.
     A bonus tip is to always keep reading tech-related blogs to stay updated.