1. Outbound Change Sets
An outbound change set is a collection of metadata that is sent from this environment to an external associated environment.
1.1 New Outbound Change Set
Click the New Change Set button, enter the name of the outbound changeset, enter the changeset details page, and click Add Component to add a metadata component to the change set.
The add component page will display all the metadata component information of the enterprise, and you can select the metadata you want to add to the change set.
When adding a component, pay attention to whether you need to add the associated component of the component at the same time.
For example, when adding a custom field, please confirm whether the related object to which the field belongs needs to be added to the change set at the same time.
If the object to which this field belongs does not exist in the enterprise where this change set is deployed, and this object is not included in the change set, the deploy change set operation will fail.
1.2 Upload Outbound Change Sets
After adding metadata components in the change set, the change set can be uploaded to the affiliated enterprise for deployment.
Click the "Upload" button on the list page or details page to upload.
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The status of the outbound change set before upload is "pending upload", and the metadata in the change set to be uploaded will be updated with the update of the metadata in the environment.
For example, add custom field A (type text, length 20) to the outbound change set. Before the change set is uploaded, the length of field A is modified to 30, and the length of custom field A in the change set will also be updated to 30.
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The status of an outbound changeset upload is updated to "Closed", and the metadata in a closed changeset is not updated with the metadata in the environment.
For example, add custom field A (type text, length 20) to the outbound change set. After the change set is uploaded, the length of field A is modified to 30, and the length of custom field A in the change set is still 20. Also, components in a closed changeset cannot be added or removed.
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After certain types of components are selected in the outbound change set, the system will automatically package other components associated with the component into the outbound change set. After the outbound change set is uploaded, the components that the selected component automatically depends on will be displayed in the component list of the outbound change set.
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The specific automatic dependency outbound rules for change sets are detailed in the table below:
| Select Component Type | Associated Component Types Automatically Included in Changesets |
| ------------ | ------------------------------------ ------------------------ |
| Object | Import Settings, Layout, Validation Rules, Fields, Business Type associated with the selected object |
| Field | The APL code, global variable, general selection set associated with the selected field |
| Button | APL Code, Object Mapping Rules associated with the selected button |
| Layout| The APL code (UI event) associated with the selected layout
** Turn on the New Edit Page Layout switch** will be synchronized with New Edit Page Layout
** Assign Layout Settings **Synchronized with Layouts or Roles |
| Import Settings | APL Code associated with the selected Import Settings |
| Custom Role | Business Function Permissions, Field Permissions associated with the selected role |
| Preset Roles | Business function permissions, field permissions associated with the selected role |
| Approval Flow | The user group, APL code associated with the selected approval flow
Node handler will copy the handler information of all dimensions |
| Business Flow | user group, APL code associated with the selected business flow
The node processor will copy the processor information of all dimensions |
| Workflow | The user group, APL code associated with the selected workflow
The node processor will copy the processor information of all dimensions |
| Stage Propeller | User Group, Field
Node handler associated with the selected stage propeller will copy the handler information of all dimensions | -
Outbound changesets cannot be edited, deleted, or copied while they are being uploaded.
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It is recommended not to create personnel or departments in the sandbox, because the ids of newly created personnel and departments in the sandbox may not need to be matched with the ids of personnel and departments in the production environment, resulting in unexpected occurrence of metadata containing personnel and department dimensions after deployment the result of.
Delete Outbound Change Sets
Delete the specified outbound change set, and this action cannot be restored.
Copy Outbound Change Sets
Designate an outbound change set as a template, and copy a new outbound change set. The newly copied change set contains all metadata components of the copied change set, and the status is pending upload.