Has anyone ever seen someone move roles and permis...
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amandarosiak
09/21/2022, 8:56 PMHas anyone ever seen someone move roles and permissions from production to SBX? As far as I know it is all manual?
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Chelsey Kiester
09/21/2022, 8:59 PMYou should be able to use the Copy to Account feature, or do a Sandbox refresh
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amandarosiak
09/21/2022, 9:01 PM@Chelsey Kiester what about with items or custom fields? all sandbox refresh right?
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Chelsey Kiester
09/21/2022, 9:02 PMYeah, the copy to account feature doesn't work on everything so your best bet is a sandbox refresh
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amandarosiak
09/21/2022, 9:03 PM@Chelsey Kiester thank you! How new is the Copy to Account feature? This is the first I've heard of it and I've been in NetSuite for 10 years... (not that you have the answer to this question, just out of curiosity).
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Edgar Valdés
09/21/2022, 9:05 PMCopy to Accounts always fails for me when trying to copy roles
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amandarosiak
09/21/2022, 9:06 PM@Chelsey Kiester also wondering, do we have to go employee by employee?
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Chelsey Kiester
09/21/2022, 9:06 PMOh I really don't mind answering, however, I don't have a great answer for you, it's been around for at least 3 years. That is the earliest memory that I have of using it but I suppose I didn't recognize it as new when I started
Chelsey Kiester
09/21/2022, 9:07 PM@amandarosiak yeah, you will have to do each role, custom field, and item individually
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Nadia Lewis
09/21/2022, 9:07 PMplease be careful copying roles using Copy to account feature as it will over-write the existing roles and can create a huge mess. With the roles, always best to re-create them manually
Nadia Lewis
09/21/2022, 9:08 PMit will over-write existing roles with the same internal ID (so if you refreshed your sandbox a while ago and internal IDs of roles don't match in SB vs Prod, you will have a problem)
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Chelsey Kiester
09/21/2022, 9:08 PM@Edgar Valdés If there are any dependencies, that exist in production and not in sandbox or vice versa then the feature does error out.
Chelsey Kiester
09/21/2022, 9:09 PM@Nadia Lewis that has been my experience as well, good advice
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Tristan Day
09/21/2022, 9:52 PMYou could do this via SDF.
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amandarosiak
09/21/2022, 10:07 PM@Tristan Day what is SDF? Sorry!
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Tristan Day
09/21/2022, 10:09 PMSuiteCloud Development Framework. #C42JX79UZ
Tristan Day
09/21/2022, 10:10 PMit's what devs use to update / upload customisations etc
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amandarosiak
09/21/2022, 10:10 PMThank you so much @Tristan Day!
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amandarosiak
09/22/2022, 2:42 PM@Rodney Oliver @Justin Dolby
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Sam-I-Am
09/22/2022, 3:36 PMRefresh would be your best bet, otherwise you can you use bundle feature to move the roles to SB
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