Hi,
Is there a way to export a report and search form so it doesn't get overwritten in a refresh.
Thanks,
Take a look at this documentation.
There's also additional configuration management operations (via the CloudSuite Self Service Portal) that are scheduled to go GA with the April CU which would help you setup and then move additional types of application setup data. So that's something you might want to look at later this month.
You can tag, bundle, and export those items before the data refresh. Import them back after the refresh.The data refresh process copies all the configs from the source tenant to the target. Customers usually export the configs in the target tenant before the data refresh for each data area. After the data refresh, they delete the configs in the target tenant and import them back.Thanks,Vikramvreddy@rpic.com
I saw this option. I exported personalization and I unzipped the file. It was many folders and at least a .csv file in each one. I was hoping to get only the reports that I customized or let me pick and choose which forms, lists, reports, relations, etc that I want to export. Is that possible? The reason I want to do this is because we are working in our train tenant. We are creating reports, but we don't want to lose them. Eventually, they will need to be imported into our test environment for unit testing.I couldn't tell from the personalizations export what was mine versus what was others.
Yes, you can tag the configs and export them using Change Management. Export the snapshot (.zip file) on to the Infor SFTP server.
Thankyou!
Thanks so much for the info.
