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Assigning Ownership of a Record to an Instance


You must set the ownership of records you want to share to the initial instance in your deployment. Setting ownership of records for global data is a manual process.

To set ownership of records to the initial instance

  1. Navigate to the view for the record you want to designate as global data.
  2. Click Edit and set Owner Instance field to the instance ID of the initial instance.
  3. Repeat this procedure for each record you want to become global data.

    NOTE:  For additional details regarding ownership of global data, see Global Data.

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