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Categorizing Customizations

Part of the bundle removal process is to categorize all the customizations in your account, this is completed with saved searches and csv imports and exports (due to some limitations with mass updates).

Bundle components that do not have relationships outside the bundle or customizations that are not related to the bundle need to be flagged with CSV imports/exports since mass updates do not have summary criteria for this type of search.

  1. Open Lists > Search > Saved Searches
  2. Click Outside bundle with no relationships to the bundle saved search.
  3. On the Criteria tab, click Standard and add the following filters: | | Filter | Description | | --- | --- | --- | | Filter 1 | Inactive | Is false | | Filter 2 | Clean-Up Status | Is Not To Be Cleaned Up |
  4. On the Criteria tab, click Summary and add the following: | Summary Type | Field | Description | Formula | | --- | --- | --- | --- | | Sum | Formula (Numeric) | Is less than 1 | CASE WHEN {custrecord_flo_data_source.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' THEN 1 ELSE 0 END | | Sum | Formula (Numeric) | Is less than 1 | CASE WHEN {custrecord_flo_scripts.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' THEN 1 ELSE 0 END | | Sum | Formula (Numeric) | Is less than 1 | CASE WHEN {custrecord_flo_cust_forms.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' THEN 1 ELSE 0 END | | Sum | Formula (Numeric) | Is less than 1 | CASE WHEN {custrecord_flo_wflws.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' THEN 1 ELSE 0 END | | Sum | Formula (Numeric) | Is less than 1 | CASE WHEN {custrecord_flo_list.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' THEN 1 ELSE 0 END | | Sum | Formula (Numeric) | Is less than 1 | CASE WHEN {custrecord_flo_searches.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' THEN 1 ELSE 0 END |
  5. On the Results tab, click Columns and fill in the following: | Field | Summary Type | Formula | | --- | --- | --- | | Internal ID | Group | | | Name | Group | | | Parent | Group | | | Formula (Numeric) | Sum | CASE WHEN {custrecord_flo_data_source.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' THEN 1 ELSE 0 END | | Formula (Numeric) | Sum | CASE WHEN {custrecord_flo_scripts.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' THEN 1 ELSE 0 END | | Formula (Numeric) | Sum | CASE WHEN {custrecord_flo_cust_forms.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' THEN 1 ELSE 0 END | | Formula (Numeric) | Sum | CASE WHEN {custrecord_flo_wflws.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' THEN 1 ELSE 0 END | | Formula (Numeric) | Sum | CASE WHEN {custrecord_flo_list.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' THEN 1 ELSE 0 END | | Formula (Numeric) | Sum | CASE WHEN {custrecord_flo_searches.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' THEN 1 ELSE 0 END |
  6. Click Preview.This step takes some time.Troubleshooting: Saved Search Times Out

Export and Import the CSV File​

  1. Export as a CSV file.

    Export to a CSV file

  2. Open the CSV file and delete the Overall Total row.

  3. Save the CSV.

  4. Open Setup > Import/Export > Import CSV Records

  5. On the Import Assistant enter the following:

  • Import Type: Custom Records
  • Record Type: Customization
  1. Click Select and select the CSV file you just exported.
  2. Click Next.
  3. Under Import Options, choose Update.
  4. Click Next.
  5. Under Field Mapping, add:
  • Internal ID
  • Customization: Removal Scenario
  • Customization: Removal Scenario 1
  1. Click Next and Start the Import.
  2. Choose Save & Run.
  1. Open Lists > Search > Saved Searches
  2. Find the In bundle with no outside relationships saved search.
  3. Under the Criteria tab, click on Standard and add the following filters: | | Filter | Description | | --- | --- | --- | | Filter 1 | Inactive | Is false | | Filter 2 | Clean-Up Status | Is Not To Be Cleaned Up |
  4. On the Criteria tab, click Summary and add the following: | Summary Type | Field | Description | Formula | | --- | --- | --- | --- | | Sum | Formula (Numeric) | Is less than 1 | CASE WHEN{custrecord_flo_data_source.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' OR TO_NUMBER(NVL({custrecord_flo_data_source},0)) < 1 THEN 0 ELSE 1 END | | Sum | Formula (Numeric) | Is less than 1 | CASE WHEN{custrecord_flo_cust_forms.custrecord_flo_cleanup_status} != 'Under Investigation' OR TO_NUMBER(NVL({custrecord_flo_cust_forms},0)) < 1 THEN 0 ELSE 1 END | | Sum | Formula (Numeric) | Is less than 1 | CASE WHEN{custrecord_flo_scripts.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' OR TO_NUMBER(NVL({custrecord_flo_scripts},0)) < 1 THEN 0 ELSE 1 END | | Sum | Formula (Numeric) | Is less than 1 | CASE WHEN{custrecord_flo_wflws.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' OR TO_NUMBER(NVL({custrecord_flo_wflws},0)) < 1 THEN 0 ELSE 1 END | | Sum | Formula (Numeric) | Is less than 1 | CASE WHEN{custrecord_flo_list.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' OR TO_NUMBER(NVL({custrecord_flo_list},0)) < 1 THEN 0 ELSE 1 END | | Sum | Formula (Numeric) | Is less than 1 | CASE WHEN{custrecord_flo_searches.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' OR TO_NUMBER(NVL({custrecord_flo_searches},0)) < 1 THEN 0 ELSE 1 END |
  5. On the Results tab, click Columns and fill in the following: | Field | Summary Type | Formula | | --- | --- | --- | | Internal ID | Group | | | Name | Group | | | Parent | Group | | | Formula (Numeric) | Sum | CASE WHEN{custrecord_flo_data_source.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' OR TO_NUMBER(NVL({custrecord_flo_data_source},0)) < 1 THEN 0 ELSE 1 END | | Formula (Numeric) | Sum | CASE WHEN{custrecord_flo_cust_forms.custrecord_flo_cleanup_status} != 'Under Investigation' OR TO_NUMBER(NVL({custrecord_flo_cust_forms},0)) < 1 THEN 0 ELSE 1 END | | Formula (Numeric) | Sum | CASE WHEN{custrecord_flo_scripts.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' OR TO_NUMBER(NVL({custrecord_flo_scripts},0)) < 1 THEN 0 ELSE 1 END | | Formula (Numeric) | Sum | CASE WHEN{custrecord_flo_wflws.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' OR TO_NUMBER(NVL({custrecord_flo_wflws},0)) < 1 THEN 0 ELSE 1 END | | Formula (Numeric) | Sum | CASE WHEN{custrecord_flo_list.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' OR TO_NUMBER(NVL({custrecord_flo_list},0)) < 1 THEN 0 ELSE 1 END | | Formula (Numeric) | Sum | CASE WHEN{custrecord_flo_searches.custrecord_flo_cleanup_status} = 'To Be Cleaned Up' OR TO_NUMBER(NVL({custrecord_flo_searches},0)) < 1 THEN 0 ELSE 1 END |
  6. Click Preview.This step takes some time.Troubleshooting: Saved Search Times Out

Export and Import the CSV File​

  1. Export as a CSV file.
  2. Open the CSV file and delete the Overall Total row.
  3. Save the CSV.
  4. Open Setup > Import/Export > Import CSV Records
  5. On the Import Assistant enter the following:
  • Import Type: Custom Records
  • Record Type: Customization
  1. Click Select and select the CSV file you just exported.
  2. Click Next.
  3. Under Import Options, choose Update.
  4. Click Next.
  5. Under Field Mapping, add:
  • Internal ID
  • Customization: Removal Scenario
  • Customization: Removal Scenario 2
  1. Click Next and Start the Import.
  2. Choose Save & Run.

Next Step: Creating Four Mass Updates