The community will be in read-only from Monday 11:59pm (PT) to Wednesday 7:30am (PT)
The community will be in read-only from Monday 11:59pm (PT) to Wednesday 7:30am (PT)
cancel
Showing results for 
Search instead for 
Did you mean: 

Import / Export for Record Types

Highlighted
TRIMGuru
Honored Contributor

Import / Export for Record Types

It would be GREAT to have the ability to export record types from one dataset (say development or test) and then import them into a production dataset. 

 

For a true development/test/production environment, we simply cannot just copy the datasets to Production once it makes it through Test and it's approved. 

 

I suspect there may be ramifications that I am unaware of that may prevent this type of enhancement, but thought I'd put it out there (again).

 

At a minimum, please allow the Exporting of the Record Type configurations and System Options, so we can use that for documenting an "as built" TRIM configuration.

 

2 REPLIES
Tones
Regular Collector

Re: Import / Export for Record Types

TRIMGuru,

 

I would welcome such an enhancement. It is amazing how often little things are missed or mistyped when creating a record type in Production from a tested version in a Development or Test environment. I would assume there are issues with access controls and record numbering patterns etc unless all datasets are identical (same locations, same configuration options etc).

Sandy Ewart
Regular Collector

Re: Import / Export for Record Types

I would agree whole heartedly :smileyhappy:

 

It is an issue where you have to manully re-enter record type - open to errors (just human nature!).

 

I guess it becomes complictaed trying to tie together all the different elements - numbering, additional fields , lookup sets, etc. , but would definately be a worthwhile enhancement.

//Add this to "OnDomLoad" event