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Project Steps Reuse: copy and paste functionality

Overview

The Steps Reuse feature allows you to easily copy Steps from a Paxata Project and then use those Steps elsewhere in the same Project or copy them into another Paxata Project. When you copy the Steps, you can copy them to your computer's clipboard for a one-click paste. Optionally, you can copy the Steps to a file, which you can save for later use or for sharing with others Paxata users.

How to copy Steps from a Project

StepAction
1

From Steps panel, click the Copy Steps button.

Result: The options for Select Steps, Paste and Load display.

2

Click Select Steps. 
Result: the Steps that you can copy are displayed with check boxes for selection.

Notes on use:

  • the base dataset in a Project (the first Step), can never be copied.
  • if you expand a Lookup or Append Step, you'll notice that only the transformation Steps, that were applied during the import of the Lookup or Append, can be selected for copy. Those transformation Steps will be treated as individual Steps when you paste them into another Project, and they cannot be nested under a Lookup or Append in the destination Project.
3

Click Copy/Save Selected Steps

Result: the Steps are automatically copied to the clipboard. You are also provided with the option to download the Steps to a .txt file that is saved in the Downloads folder on your computer. The file can then be loaded later into this or another Project. See the next section for how to load a file of saved Steps.

How to paste or load copied Steps

StepAction
1

From Steps panel, click the Copy Steps button.
 

Result: The options for Select Steps, Paste and Load display.

2

Click on the Step in your Project after which you want to paste the Step. Then select the method for pasting:

Result: the Steps are pasted into the location you've selected. If you are bringing the Steps in from a file, you are prompted for the file's location. After selecting the file, the Steps are pasted into the location you've selected.