Installed Bundle Saved Search – Filter and Columns Removed

Scenario:

Custom Join Fields went missing in the search filter/columns from the saved search added via bundle installation in one of a target account.

Reason:

The Customer (Main Line) fields join in Saved search will appear only if the project management related feature is enabled in Customer’s sandbox. That’s why the while installing the bundle in the target account the customer main line join column disappeared.

Standardization is not possible as the Saved Search fields are feature specific on each account. And handling that within bundle is not possible as the search are externalized.

Notes:

  • It is always a best practice to externalize all saved search required in the script, and within the script try to load the same. This way Admin can handle the lost data by appending the removed columns.
  • In script we can make it more portable by using ‘N/config’ module to see what all features are enabled.

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