Put template on hold

Pausing master data synchronisation with templates on hold

In a global master data setup, you can pause the synchronisation of a template. This gives you control over when new or updated records flow out to the companies that subscribe to your master data.

This is useful when you are about to add several new records to a table and you do not want your subscribers to receive them yet. By putting the template on hold, you decide exactly when those records get synchronised to the subscribers.

How putting a template on hold works

Even if a template has already been released, you can still put it on hold. A typical example is a template for post codes. Once the template is on hold, the records will not be synchronised to your partner companies until you remove the hold.

Records that you have already sent to a subscriber stay under the control of the master company. The subscriber cannot edit those records. They remain controlled by the master until you set the template to obsolete instead of on hold.

What this means in practice

The on hold status is a temporary pause. It stops new synchronisation while keeping existing records locked to the master company. If you want subscribers to take over control of the records and edit them locally, you change the template status to obsolete rather than leaving it on hold.

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