Migrating Formats
If you have enabled the Migrate formats option, the changes defined for the migration of the info area (target info area, field mappings, links, variable catalogs) are also applied to formats.
Use the Condition (format) column to define conditions that need to be met for formats to be migrated (e.g. to only migrate certain types of formats).
The following format types are migrated by default:
- Query
- Condition
- Chart
- Dispatching dashboard
- Label
- Custom mask
- Import/export
- Communication
- List
- Mask
- Read engine
- Rights
- Transformation
- Trigger
- Info area default values
- Workflow
- Timeline
All other formats are not taken into account by the migration. (The migration history contains "Not migrated" in the Result column.) These formats may need to be manually edited of recreated in the new environment.
Note: When migrating formats, Aurea CRM attempts to directly map fields in the source and
target info areas that are used in indices. If no exact mapping is possible, the indices no
longer functions after migrating. Manually verifying the migrated formats (read engine,
triggers, workflows, rights) is therefore highly recommended. Mask formats must be
migrated (Migrate formats option) before they are exported for
CRM.designer, see Exporting Masks.