Hi all, I'm in the process of converting a netsuit...
# sdf
m
Hi all, I'm in the process of converting a netsuite bundle into sdf suiteapp. I was wondering if anybody has any experience with migrating custom record data? What's the best practice here? I don't want all the user data to be gone when they uninstall the bundle and install the new suiteapp. should I be looking into installation scripts? Is there a way to backup or export this data somehow?
d
There is a process you can follow if you have access to the account. I've done this many times when updating.
m
Where can I find the details of that process?
I do have access to the account
d
Maybe I should clarify, is the SDF SuiteApp or just an account customization?
m
I'm moving into SDF SuiteApp from old bundle
d
OK. Then I can outline the steps (recommend trying in sandbox or demo account first)
m
That would be great!
d
1. No real need to uninstall. You can delete individual objects if needed. 2. Unlock the objects with an update if necessary. 3. Update all objects in the account with the publisher ID and App ID. 4. Attempt the SDF install.
Already existing objects should be OK as long as you list the application id on them as part of the SDF
m
@dcrsmith These objects are currently being used by the bundle, wouldn't that cause an id clash? So as I'm creating the SDF SuiteApp can I reference to the same custom records? I didn't fully understand the approach here
d
Yes, you can reference the same records. Just make sure you manually add the application ID to them.
The bundle becomes obsolete at this point and should be tied to the SuiteApp going forward.
m
Where do we add that from?
d
ah, good Q
m
I'm looking at Customization -> List, Records & Fields -> Record Types then I click on the List of that specific custom record
d
go to the personal preferences/settings and make sure the checkbox for app id is selected
Then when you go to "change ID" on the record this will show up
m
message has been deleted
Couldnt find personal preferences/settings tab
d
hover over the home icon in the main menu
m
Found it 🙂
Thank you so much! One final question here. Now I can see the Publisher ID and APP ID where both are blank and not editable, do I unlock them from here as well or programatically?
d
from the ui
click the "change id" button
Should look something like this
m
This is great!
So I go ahead and create a new SDF Suite App now, import objects/refactor code. after deployment I'll come back here and add the app ID to these 4-5 custom records and I'm good to go.
d
Yes. If you want a shortcut you can convert your bundle to SDF.
Once converted you can download the zip file from the file cabinet and extract it into your suiteapp folders
m
Yeah I seen that button button but I didn't want to break something while doing that
d
haha - nothing will break. But it will pull in the dependencies as needed.
I just creates a zip file, doesn't change anything.
m
👍 I'll look into that, thanks a lot for your time
b
Is there a way to script filling in the App ID and Publisher ID on a custom field? We have quite a few customizations in our bundle so making the changes in the UI would be time consuming and error prone (especially across many customers). We've tried loading the
transactionbodycustomfield
record with
N/Record.load,
changing the
package
and
publisherid
values with
setValue
, then saving the record. No errors or exceptions, but we don't see our changes back in the NetSuite UI.
m
I wish. I contacted netsuite support to try to have the values come over from the bundle but they said no but would look into it and it was only possible through the UI and via change id. Maybe create a support ticket and we could get it
m
I've been using puppeteer to automate some other "imports" not supported by NetSuite. I'm hoping to publish an example and blog article at some point.