Creating and Installing Bundles with Segments
When a bundle is installed, all selected objects are copied as well as their settings, such as GL impact and where the segment will be used. Whenever a custom segment that is part of a parent/child hierarchy is included in a bundle, all segments in the hierarchy are included in the bundle automatically.
For more information about custom segments, see Custom Segments.
The Display Type field in the custom segment configuration is not supported by SuiteBundler. The Display Type field is set to Normal on any custom segments that are included in a bundle.
Locked Custom Segments in Bundles
If a custom segment is locked in the Bundler, you cannot change it from the user interface in the target account.
If permissions are assigned for a locked custom segment and a standard role, those permission levels are included with the bundle. For locked custom segments, no one can edit the custom segment definition and only an administrator and the roles specified can manage custom segment values.
To add or change the roles that are allowed to manage custom segment values, you can assign the value management permission to a custom role for specific custom segments.
To assign the value management permission to a custom role:
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Go to Setup > Users/Roles > Manage Roles.
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Click Edit next to the custom role that you have created.
Note:You cannot assign access to locked custom segments for built-in NetSuite roles.
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On the Permissions > Setup subtab, select Custom Segments from the Permission list.
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In the Level field, select the level of access that this role requires for custom segments.
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On the Permissions > Custom Record subtab, select the custom segment from the Record list.
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In the Level field, select the level of access that this role requires for custom segment values.
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Click Save.
On the Permissions subtab of the Custom Segment configuration, the added custom role and value management access level are shown. No record access or search/reporting access levels are set for the custom role, so the default settings are applied.