How to copy table、relationship and form design from one Instance to another？

[ma kaiyue]

In Instance A, when I navigate to a module, the list screen of table is displayed. When I click New, I can see a form screen, on which some sections contain related lists with other tables. What I mentioned above, I want to copy all to another instance, is there any way to achieve it? Thanks in advance

[Anurag Tripathi]

Hi,

If the instances are form same company (ed, DEV, UAT , PROD) then you can.

As an admin on the instance where you want to copy this from, You need to open anm update set and make it your current update set.

then you need to go to the form and copy the form layout (right click on the header -> Configure -> Form Layout, just change one field in each section and save. Then Re[peat the same and put the fields back in their original position and save again).

Do the same for related lists.

Then you can close the update set and move it to the other instance.

[ma kaiyue]

Thank you for your answer, unfortunately, these Settings are not placed in a specific update set and it is difficult for me to find them, if I do not use update set, is there any other way？

Thanks！

[Anurag Tripathi]

No it will be like a house of cards. something somewhere will be missed.

You don't need to find what update set it is placed in , you can just create a fresh update set and capture the current version as is.

Only other option is doing it manually if you have the right access.