How to capture custom fields in an update set

[ben_kahn]

Hi,

I have what is probably a very simple question. If I want to capture just one field change in an update set, is that possible? For instance, if I pick an update set, navigate to the user form in Default view, Personalize the Form and add a field called "Favorite Color" - and then update the form, is the update set tracking JUST that one change? Or will it also track any other customizations that have previously been made to the form?

Also, if I have custom fields already added and I want to add JUST one or two fields to the update set, how can I do that?

Apologies if this is basic but I have had limited chances to make use of update sets in my environment.

[bashashaik]

Hi

Yes, you can capture that in US for one field also, make your US as current update set.. do the changes on field it will get capture and comes under customer Updates. Then you can move that changes to other instance.

[tltoulson]

Hi Ben,

Understanding what Update Sets capture can be somewhat tricky.   In this case, the update will capture the Form Layout as it exists after you make the change and the one new field you created.   It will not capture any previously created fields... although it will capture their "position" on the form layout.  

So basically, make sure the Form Layout appears exactly how you want it to in the destination instance and make sure the destination instance has all the fields that appear on the form already created and you should have no problems.

[ben_kahn]

Hi Travis,

That's what I thought, but not what I want to accomplish. I actually want to capture a customization I did to upload to Share. The customization consists of 2 business rules, 2 client scripts, and 2 custom fields on the user table. BR and CS is no problem to add to the Update Set, but I'm not sure how to capture just the fields so people can import the set without screwing up their own user tables. I don't want users to have to manually add the fields or have their personalized forms otherwise changed.

[Anurag Tripathi · Accepted solution]

Hi Ben,

Check this post, it address a similar problem

Move Update Set Entries