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  • 1.  Editing App Names in Evolve

    Posted 2 hours ago

    Hi All,

    I am thinking I need to edit the name of a couple of our Apps in Evolve as they are causing confusion for the users. However, I am not sure of the downstream impact. If I change an App name, will users need to reset their default library destinations in Automate Studio? Or would the system sync and the change been seamless to users? Obviously I would communicate the change ahead of time so users are aware, but again, just looking to understand the downstream impact of making this change. What else might I need to be aware of from an impact standpoint?

    Thank you in advance for your guidance!



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    Vanessa Kutasi
    Evolve Admin./Application Analyst II
    IDEXX
    USA
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  • 2.  RE: Editing App Names in Evolve

    Employee
    Posted 21 minutes ago

    Hi Vanessa


    Please see the answers inline for your query.

    Yes - users will likely need to update their default library destinations in Automate Studio. Here's why:

    When a user sets up a default library destination in Automate Studio (via App Options), that setting references the App by its display name. Since Evolve surfaces Apps by name in the Studio interface, renaming an App in Evolve will cause the previously saved library destination to either show the new name (if synced) or become invalid, requiring users to re-select their preferred library under the renamed App.

    There is no automatic sync that silently updates user-level App Option settings in Studio when an App name changes in Evolve. This is a user-stored setting and not dynamically resolved from Evolve upon the name change.


    Other Key Downstream Impacts to Be Aware Of

    1. Solution Import/Export - Connection Name Sensitivity

    Apps to which a solution is imported must have a connection with the same name as the connection in the original app; if they do not, the connection name will not be recognised, and you will receive an error when you deploy the solution. Solution connection names are case sensitive. 

    While this specifically pertains to connection names, it highlights Evolve's sensitivity to naming conventions within and across Apps. If any scripts or workflows reference the old App name (e.g., in import/export routines or API calls), those will need to be reviewed.

    Additionally, for the import and export of an Excel workflow, the SAP Server Connection name (bound to the Studio script in the source app) should match the name in the destination app. 

    2. Library Structure Remains Intact

    Solutions are placed within libraries. Before you create a solution, ensure a library for that solution type exists. The good news is that libraries and solutions within the App are not deleted or restructured when an App is renamed - only the App's display name changes.

    3. Default Libraries Created in the User App

    In the User App, the library names and library types below are created by default:

    • Excel Workbooks (Excel Solution)
    • Forms Library (Form Solution)
    • Queries Library (Query)
    • Reference Data Lists Library (Reference Data)
    • Transactions Library (Transaction) 

    These default libraries persist after an App rename, but users may need to re-navigate to them under the new App name in Studio.

    4.App Options in Studio - Users Must Re-Set

    In Automate Studio with Evolve, users configure their App Options (including default library/destination) via the Studio client interface. When an App is renamed:

    • The App Options panel in Studio will reflect the new App name
    • Any previously saved defaults pointing to the old App name may no longer automatically resolve correctly
    • Users will need to open their App Options in Studio and re-select the appropriate library under the newly named App

    Since there's no automatic sync for user-level Studio App Option settings, the most impactful step you can take - beyond communicating the change ahead of time - is to guide users to update their default library destination in Automate Studio after the App rename goes live.

    For more detail on the Evolve User Guide, you can refer to: Automate Evolve User Guide – Latest



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    Archana Chandar
    *Precisely Software Inc.
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