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Postinstallation steps for multi-tenancy update

If you added a new dynamic group field with any of the following characteristics to the forms, you must manually update the forms that are modified by the multi-tenancy update:

  • The field is on an out-of-the-box form
  • The field is added as a permission to Field ID 1
  • A workflow populates the field

For lists of the forms and fields modified by the multi-tenancy update, see Forms and fields overwritten by the multi-tenancy update.

The following example demonstrates how you can manually update the customized forms

Example

In your out-of-the-box installation, Field ID 1 on Form A has the 112 permission group. 

You customized the form by adding the 60000 permission group to Field ID 1 on Form A, which means that Field ID 1 now has the 112 and the 60000 permission group. Because adding the 60000 permission group is a customization, the 60000 permission group becomes part of the overlay layer. 

When you run the multi-tenancy update, it updates Field ID 1 on Form A by adding the 60900 permission group to the field 1 permissions. As a result the base layer has the 112 and 60900 permission groups.

You must manually add the new permission groups that the multi-tenancy update added to field ID 1 in your overlay layer. You must manually add the 60900 permission group to the overlay version of the forms that were updated by the multi-tenancy update.

Note
The multi-tenancy update does not affect the data in your custom dynamic group field.

Related topic

Updating multi-tenancy fields on forms for delta data records

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