When you work with data templates in a master company setup, you have a set of actions that control which fields get shared, how records are filtered, and how data moves to the subscribers. This article walks through the actions available on a data template and explains what each one does.
The system creates and updates record data automatically. You only need the manual create and update action in special cases.
Obsolete records and rename requests stay in their lists until they have been exchanged with the subscriber. Once the exchange happens, they are removed.
Opening a data template in the master company
To get started, you open a data template that is relevant for the master company. The actions you need are grouped under the setup area, where you find five main actions to configure how the template behaves.
Inserting fields into the data template
The first action is Insert all fields from table. This inserts every field from the table during creation, except for system fields and fields related to a system ID.
If you want more control, use Select fields from table. This lets you pick one or more specific fields and assign them to the data template during creation.
Setting record filters on the template
With Record filter, you can set or view the filters you have created on the template. This is where you control which records the template applies to.
Working with subordinate data templates and subscribers
The Subordinate data template action lets you view or set up which subordinate data templates are assigned to this template.
The Subscriber action lets you view or set up which subscribers are linked to this template.
Creating and updating record data manually
Under actions, you have Create and update record data. You will not use this often, because the system creates and updates record data automatically. There are some cases where you want to create and update record data manually, and this action covers those situations.
Viewing record data and obsolete records
In the related area, Record data gives you a view of which record data exists in this template.
Obsolete records is a list of obsolete records that have not yet been sent to a subscriber. As soon as a record has been exchanged with the subscriber, it is removed from the list.
Tracking renamed records
If you have renamed any records, Rename records shows a list of the rename requests linked to a subscriber. Each request is deleted as soon as it has been exchanged.
Q&A
Which fields does “Insert all fields from table” leave out?
It inserts all fields from the table during creation, except system fields and fields related to a system ID.
Do I need to create and update record data manually?
Not in most cases. The system creates and updates record data automatically. The manual create and update action exists for the cases where you want to handle it yourself.
What happens to obsolete records after they are sent to a subscriber?
The obsolete records list shows records that have not yet been sent to a subscriber. Once a record has been exchanged with the subscriber, it is removed from the list.
How are renamed records handled?
The rename records list shows the rename requests linked to a subscriber. Each request is deleted as soon as it has been exchanged.
How do I limit which records a data template applies to?
Use the record filter action to set or view the filters created on the template.