When you work with Global Master Data Sync in Business Central, the template header contains a set of advanced fields that control exactly how data is synchronized to your subscriber companies. You reach these fields by opening the template and clicking Show more.
The On Hold field stops synchronization to the subscribers, but the system keeps tracking changes so nothing is lost when you turn it off again.
The Delete Source Records Outside Record Set field sends a delete to subscribers when a record no longer matches the filter on the template.
The Block Subscriber Record Creation field prevents subscriber companies from creating new records in a table, so the data stays controlled from the master company.
The Config Template Code field defines which configuration template applies to new records, and it is most often used on items, vendors, and customers.
Advanced fields in the template header
In Global Master Data Sync you set up templates that decide which tables and fields are synchronized between companies. The basic setup gets you started, but the advanced fields in the template header give you finer control over the synchronization behaviour.
Open the relevant template under Global Master Data Sync, then click Show more to display all the fields. The advanced fields are hidden by default, so this step is necessary to see them.
On Hold: pause synchronization without losing changes
The On Hold field tells the system not to synchronize the table to the subscribers. This is useful when you need to temporarily stop data flowing to your subscriber companies.
What makes this practical is that the system keeps working in the background. Every time you change something, it still records that there is a new record or a change in the record data set. When you remove the hold, the accumulated changes are ready to be synchronized, so you do not lose track of anything during the pause.
Delete Source Records Outside Record Set: handling filtered records
The Delete Source Records Outside Record Set field comes into play when you have set a filter on the template. If a record changes so that it no longer matches the filter, the system sends a delete to the subscriber for that record.
This keeps the subscriber companies aligned with the filter. Records that fall outside the defined set are removed at the subscriber rather than left as orphaned data.
Block Subscriber Record Creation: keeping data controlled from the master
The Block Subscriber Record Creation field prevents subscriber companies from creating new records in the table themselves. New records can then only come from the master company.
A good example is the Country/Region table. With this field set, subscriber companies cannot add new countries on their own. New countries are added in the master company and then synchronized out, so the list stays consistent everywhere.
Config Template Code: applying a configuration template to new records
The Config Template Code field lets you define which configuration template should be used on the table. This controls the default values applied when new records are created through the synchronization.
This is most commonly used on items, vendors, and customers, where new records typically need a set of default settings to be filled in correctly.
Overview fields: subscribers, sub templates, and filters
A few fields in the template header give you a quick overview of the setup:
- Assigned Subscriber shows how many subscribers are added to this template.
- Assigned Sub Templates shows how many sub templates are directly assigned to this template.
- Filtered checks whether there are any filters on this template.
These fields help you understand the scope of a template at a glance before you make changes to how it synchronizes.
Q&A
How do I see the advanced fields in the Global Master Data Sync template header?
Open the template under Global Master Data Sync and click Show more. The advanced fields are hidden by default and only appear once you expand the view.
What happens to my data when I set a template On Hold?
The system stops synchronizing the table to the subscribers, but it keeps recording all changes in the background. When you remove the hold, the changes are ready to be synchronized, so nothing is lost during the pause.
What does Delete Source Records Outside Record Set do?
When you have a filter on the template and a record changes so it no longer matches that filter, the system sends a delete to the subscriber for that record. This keeps subscribers aligned with the filtered set.
How do I stop subscriber companies from creating their own records?
Use the Block Subscriber Record Creation field. It prevents subscribers from creating new records in the table, so new records can only come from the master company. For example, it stops subscribers from adding new countries to the Country/Region table.
When should I use the Config Template Code field?
Use it to define which configuration template applies to new records in the table. It is most commonly used on items, vendors, and customers, where new records need default values filled in.