Preserve Data Examples
SuiteBundler uses the following rules when you update a bundle that contains record data with parent-child relationships and use the Preserve Data option:
-
Relationships removed in the source account remain in the target account.
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Relationships in the target account that include non-bundle custom records that conflict with the parent-child relationships in the source account stay in the target account.
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If you delete a parent record in the source account, SuiteBundler retains the parent record and any relationship to child records in the target account.
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SuiteBundler does not add any new records and the associated parent-child relationships from the source account to the target account after the first install.
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SuiteBundler retains any new target account records and parent-child relationships.
The following table includes bundle update examples for the Preserve Data update option:
|
Change Made In Account ... |
Description of Changes |
Effect on Source Account |
Effect on Target Account |
|---|---|---|---|
|
Source |
Remove parent-child relationship a : b in the source account. After upgrade, the relationship remains in the target account. |
Before edit: 
After edit: 
|
Before and after update:
|
|
Source and target |
In the source account, rename parent record, b to p, with a child record c. In the target account, edit parent-child relationship, b : c to b : n, where n is a non-bundle record. After upgrade, renamed record is not updated and parent-child relationship b : n remains in the target account. |
Before edit: 
After edit: 
|
After target edit and before update: 
After update:
|
|
Source |
In the source account, delete parent record e in a parent-child relationship e : f. In the target account, the parent-child relationship is retained, although the parent record and relationship was removed in the source account. |
Before edit: 
After edit: 
|
Before and after update:
|
|
Source and target |
In the source account, add two new records with the parent-child relationship v : w. In the target account, add two new records with the parent-child relationship y : z. After upgrade, the two new records in the target account and the relationship remains but the two new records and the relationship are not copied to the target account. |
Before edit:
After edit: 
|
Before edit:
After edit and bundle update: 
|
For more examples for the Merge Data or Replace Data preferences, see Merge Data Examples or Replace Data Examples.