Create application files to include sample data

Include sample records from an application data table when sharing a custom application.

About this task

The system can export selected records as application files that are included as part of the application update set when you share it. Including application files in an update set is not intended for the export and import of large numbers of records between instances. If you are trying to move data between instances, see Import from another instance instead.

The application data only includes the version of the records that existed when the records were shared. The system does not update this snapshot of the application data when the records change. Application designers can include data on a table by table basis.

Procedure

1. Navigate to the list for an application data table.
2. Filter the list to display the records you want to include.
3. Perform the appropriate action for the list version.

   Version	Action
   List v2	Open any column context menu and select Create Application Files.
   List v3	Open the list title menu and select Create Application Files.

4. For Load When, select when the application record includes application data.

   Option	Description
   New Install and Upgrades	Includes application data whenever the application is installed or upgraded.
   New Install	Includes application data only when the application is installed.
   New Install with Demo Data	Includes application data only when the application is installed with demo data.

5. Click OK.
   The system adds the records to the application files related list.

   

6. Repeat steps 1–5 for each application data table you want to include.