Hierarchical Custom Record Data Handling on Bundle Update

You can set up hierarchies between records of the same custom record type in Customization. Then you can use SuiteBundler to bundle both the custom record types and their data. When you bundle the custom record data, SuiteBundler also includes any parent-child hierarchies you've set up between the records.

SuiteBundler updates the custom record data in the target account depending on the bundle preference that you specify when you update an existing bundle:

• Merge Data. Combine bundled record data with target account record data. See Merge Data Examples.

• Preserve Data. Keep existing data in the target account. See Preserve Data Examples.

• Replace Data. Overwrite existing target account record data with bundled record data. See Replace Data Examples.

The following screenshot shows the preferences for handling record data when updating an installed bundle in a target account:

For more information, see one of the topics in the following table:

For more information about ...	See ...
Using the Hierarchy option in Customization to create hierarchical custom record types.	Creating Custom Record Types
Updating a bundle.	Installed Bundle Updates
Bundle update preferences.	Set Bundle Update Preferences

Related Topics

• Bundle Update Reference
• Workflow Handling on Bundle Update
• Object Audience Handling on Bundle Update

General Notices