Exporting Information to Excel
Export the information from the removal scenarios to Excel to search for customizations affected by the bundle removal. The following example uses removal scenarios 5 and 6 to find affected customizations.
- Scenario 5: Outside bundle referencing inside. All customizations built in the account that make use of the bundle components.
- Scenario 6: In bundle referenced by outside. Opposite of Scenario 5
Export the Results
To export the results to Excel:
- Select View on Removal Scenarios 5 and 6.
- Click the Excel icon.
- Export Removal Scenario 5 and Scenario 6 to Excel.
- Choose the record you want to investigate. (for example, custom open task default)
- Each record shows all its relationships (both inside and outside bundle).
Find Relationships that Only Exist Within the Bundle
To find the relationships that only exist within the bundle:
- Copy the name of a record.
- Go to the opposite scenario and do a search with the pasted name.
- This shows the bundle components in use so you know what is removed when the bundle is gone. These are the records that need to be replicated.
Next Step: Final Tasks