The following steps are used to define a data package to control the promotion of
related records. This capability is only available to Business Administrators.
- Open the Package Promotion repository by opening the Feature bar, opening Scheduled Activities, and opening Package Promotions repository.
-
Define the promotion package by creating a record for each level:
- Create a new record by clicking + Add.
-
A new record will be opened in the Detail Editor. Edit it.
-
Summary tab:
- Package Name: The name of the package. Note: All package level records for the same package must have the exact same Package Name value.
- Repository Name: The name of the repository to which this level applies. Each repository can only be listed once for a package.
- Package Level: The top-level repository is level 0. The repositories that link to the top level must be defined as level 1. Descendent repository levels must have the next consecutive level number. For example, repositories that link to the Level 1 repositories must be defined as level 2. Levels must be consecutive, for example, if there is a level 3, there must be a level 2, 1, and 0.
- Status: It will only be processed if Status is Active. Inactive records will prevent children repositories from being processed.
- ID: A unique identifier that is automatically generated when the record is saved.
- Package Name: The name of the package.
-
Details tab:
- Parent Link Relationship Name: If this is Level 0, leave this field
empty. If this is not the top level, enter the name of the link relationship
that connects this repository to its parent. For example, if Level 0 is
Product
and Level 1 isItem
, and the link relationshipProduct to Item Staging
defines the relationship betweenProduct
andItem
, set the field toProduct to Item Staging
. - Package Dependent: If records in this repository should only be
promoted if the entire package containing them gets promoted, set Package
Dependent to Yes, otherwise set it to No. If this is set
to Yes, the referenced repository must include the control attribute
Promote For Package
with possible values ofYes
andNo
because the Package Promotion processing will set this attribute based on the validation status of the entire package. - Promotion Configuration Name: Enter the name of the promotion configuration for this repository. This name should be copied from shared configuration properties.
- Promote Warnings: If warning validation errors are to be ignored, set the Promote Warnings attribute to Yes.
- Display Attributes: If attributes other than (or in addition to) the primary key attributes should be used to identify a repository record in the Package Promotion reports, enter the names of the attributes, one per line.
- Promotion Property: A comma-delimited list of work item properties to be used to update the corresponding attributes (defined in Promotion Attributes) for each record in the package.
- Promotion Attributes: If values from the Package Promotion work item should be used to update attributes in this repository, add the names of the work item properties and the repository attributes to the Promotion Attributes table. When a package promotion is initiated, the values from the work item will be set in each package record from this repository before the promotion processing (validation and promotion) begins.
- Update Package Errors: If a package record from this repository should be flagged with an error when the package promotion fails, set this to Yes.
- Promotion Raise Validation Level: If Yes, raise the validation level for the promoted records.
- Package Promotion Parent:
- Parent Link Relationship Name: If this is Level 0, leave this field
empty. If this is not the top level, enter the name of the link relationship
that connects this repository to its parent. For example, if Level 0 is
-
Summary tab:
- On either the Summary or the Details tab, click Save.