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Sandbox Workspace

A Sandbox workspace is a separate workspace linked to a paying ("parent") workspace, for testing new setups, automations, or configurations in a clean environment.

Key characteristics​

  • One per paying workspace — each paying workspace owner can create only one.
  • Starts completely empty — nothing is copied from the parent workspace on creation.
  • Same limits and credits as the parent, but not shared — e.g. if the parent has a limit of 1,000 automations, the sandbox also gets 1,000, for 2,000 available in total across both.
  • Fully isolated — activity in the sandbox doesn't affect the parent's data, usage, or limits.

Typical uses: testing new automations or workflows, trying configurations before applying them to production, validating changes without risking live data.

Syncing a sandbox from production​

note

Production-to-sandbox data sync may be available as a paid add-on.

A sync pulls a representative slice of production's structure and data into the sandbox, so it mirrors production without carrying its full volume.

What gets copied: structure (spaces, types with their attributes and icons, workflows with states/transitions/conditions), a sample of objects per type with their attribute values, automation rules, and sites (apps).

Configurable per sync, via checkboxes framed as what to include rather than what to skip: Sync objects (checked by default — unchecking it syncs structure only), Sync automations, and Sync sites (both unchecked/opt-in by default, since copying them is a heavier action).

Verified against code

Confirmed against SyncSandbox.tsx: only "Sync objects" defaults to checked. "Sync automations" and "Sync sites" default to unchecked — the component's own code comment calls this deliberate, since copying automations and sites is heavier than copying just structure. The backend flags are still named skipObjects/skipAutomations/skipSites (inverted from the UI's checked state), but the sync-configuration screen itself presents them as positive "Sync X" checkboxes to include, not "skip X" checkboxes to exclude.

Object limit: up to 50 objects per type, not 50 total — a workspace with many types can sync more than 50 objects overall.

Behavior notes:

  • Synced automation rules are always created disabled, so nothing fires unexpectedly.
  • The workspace owner or an admin can run a sync.
  • Every space in the parent workspace is copied — including ones the syncing user can't open — with each copied space carrying over its original permissions. Access in the sandbox still follows those permissions, so a sync doesn't expose anything the user couldn't already see.
  • A sync wipes the sandbox's existing data first, then copies fresh data from production.
Verified against code

Confirmed against SyncSandboxDataPolicy (OWNER or ADMIN, not owner-only) and SandboxSyncService.allSpaces(), whose own doc comment says every space is copied regardless of the syncing user's access, with permissions copied alongside — the original migrated text had this backwards, describing an access-based space filter that doesn't exist.

Sync from production workspace
Replace this sandbox with a fresh copy of the production workspace's configuration and data.
Sync from production

Mockup, not a screenshot — confirmed against pages/Settings/SyncSandbox.tsx, rendered as a "Sandbox" section row on the sandbox workspace's Settings > General page (only visible there, gated by the manageSandboxData permission).

Sync from production workspace?
This replaces all data in this sandbox with a fresh copy from the production workspace. This cannot be undone.
Sync objects
At most 50 objects per type are copied.
Sync automations
Copied automations are created disabled.
Sync sites

Mockup, not a screenshot — confirmed against SyncSandbox.tsx. Note the checkboxes are framed positively ("Sync X" = include), with only "Sync objects" checked by default; "Sync automations" and "Sync sites" are unchecked/opt-in, since the component's own code comment calls copying them a heavier action than copying structure.