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Migrating into ShortPoint Visual Builder

One of the first steps you need to take in order to fully take advantage of the new features of ShortPoint Visual Builder is to complete the migration process from the old interface into the new experience. This is triggered when you begin editing a page on your site or tenancy where the upgrade is installed.


Here, we will walk you through the simple steps to complete migration and start designing your SharePoint intranet page with the new ShortPoint Visual Builder.


TABLE OF CONTENTS


Prerequisites

  • You upgraded to the ShortPoint Visual Builder version SPFX 8.0.x.xx or later on Office 365 (SharePoint Online) or SharePoint 2019 environment;
  • You are a ShortPoint user with an active license;
  • You have existing SharePoint intranet pages with ShortPoint web parts and design elements.

How to Complete ShortPoint Visual Builder Migration

The migration process is automatically triggered for each modern page separately once you begin editing a ShortPoint web part on that page. Start by going to the page you need to edit and follow the steps below:


Step 1: Edit ShortPoint web part


Select the ShortPoint web part you wish to migrate and click Edit. This will open a notification window asking you to take action to migrate your page to the new Visual Builder interface.


migration warning


Step 2: Select Switch to New Builder


To proceed with migrating your page, press the Switch to New Builder button. This will start the migration process. Once completed, a new notification will appear indicating that the page was migrated successfully. Click OK and you will now have access to edit the page with the new ShortPoint Visual Builder interface.


hit switch to new builder


If you need further assistance in determining your next steps, you have the option to Schedule a Session with our support team to guide you through the process and provide you answers to any questions you may have.


You can also choose not to be notified about the migration process on future pages you want to edit by adding a checkmark on the Don’t show this again option. This means that migration will happen automatically and you do not need to go through Steps 1 and 2 to begin using Visual Builder on any page within your site collection.


Check out the following articles that discuss what updates in ShortPoint Visual Builder may affect your existing page design and best practices for a smooth transition when migrating:


Step 3: Review, edit, and save ShortPoint web part


You can now review the content of your page and enjoy the editing experience with the new ShortPoint Visual Builder. Here are a few support articles to get you started on the new and exciting features you can use:


Remember to hit Save to retain the changes you made to the web part or page, including migration.


Related articles:

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