ANS-1042 · CUSTOM FIELDS, RECORDS & FORMS
How Do ‘Preserve Data’ and ‘Replace Data’ Options Affect Custom Records in NetSuite Bundles?
Understanding the data management options when installing or updating NetSuite bundles is crucial for maintaining custom record integrity.
Short answer
When installing a NetSuite bundle, the 'Replace Data' option imports all data from the bundle, overwriting existing custom record data in the target instance. Conversely, 'Preserve Data' retains the custom record data already present in the instance, ignoring the data included in the bundle. Choosing the correct option prevents unintended data loss or duplication.
Scenario
NetSuite administrators often encounter a choice between 'Preserve Data' and 'Replace Data' when installing or updating bundles that include custom records. This decision is critical as it directly impacts the data stored within these custom records in the target NetSuite instance. Selecting the wrong option can lead to unintended data loss or the overwriting of valuable existing information.
Solution
When deploying or updating a NetSuite bundle that contains custom records, the system presents two distinct options for handling existing data. Understanding the implications of each option is essential for successful bundle management:
- Replace Data: This option imports the actual data from the bundle, effectively replaces all existing data for that specific custom record in the target NetSuite instance. Any data previously held within that custom record in the instance will be overwritten by the bundle's data.
- Preserve Data: This option ensures that the data already present in the NetSuite instance, where the bundle is being installed, is kept. The bundle's data for that custom record will be ignored, and the existing data will remain unchanged.
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