Reviewing the object definitions using the Difference Editor
When you double-click an object in the Differences List, the differences for the old base definition, the new base definition, and the overlay definition are displayed simultaneously. However, for each object, the you have different options. You can use either the Editor tab or the Properties tab for reconciling your customizations.
The following topics are provided:
Understanding the filters
- Manual reconciliations — By default, this filter is turned ON to display only the manual reconciliations list.
- All Differences — When you click the filter, it is turned OFF and displays all the changed objects including those objects that do not need to be reconciled.
- No Differences for Manual Reconciliations — When the filter is turned ON and the list is still empty, it means that there are no differences to reconcile. The list displays as No Differences for Manual Reconciliations.
AR customization reconciliation actions
The following icons indicate the type of action that you can take to manage the reconciliation process.
|Only show changes to reconcile filter|
Click on this button to view all the objects that are modified.
By default, this filter is turned on to display only the manual reconciliations list. When you click the filter, it toggles to display all the modified objects even those that do not need to be reconciled.
Swap Old Definition with New Definition
|You can Click on this button to exchange the old definition tab and the new definition tab to compare these with your Overlay definition.|
|First Difference||Click on this button to move and open the first difference in the Differences List.|
|Click on this button to open and compare the next difference in the Differences List.|
|Click on this button to open and compare the previous difference in the Differences List.|
Next Field Difference
|Click on this button to open and compare the next field difference in the Differences List .|
Previous Field Difference
Click on this button to open and compare the previous field difference in the Differences List .
|Move from Old||Click on this button to move selected difference from the old definition to the overlay definition.|
|Move from New||Click on this button to move selected difference from the new definition to the overlay definition.|
|Click on this button to maximize to view only one definition at a time.|
Click on this button to view all three definitions again.
|Delete view overlay||Click on this button to delete the view overlay of the selected view.|
|Remove from view overlay||Click on this button to remove a particular field from view overlay.|
|Remove granular overlay|
Click on this button to switch the granular overlay to no overlay. This will remove the granularity.
This option is available only for Fields.
With Service pack 1 and later, Remove granular overlay option is available for all objects.
Highlighting objects to be reconciled
- Highlighting Red — All objects are highlighted using this option. The highlighting indicates that the property is selected and you must reconcile it. When you double click any property in the Differences List, the property in all three definitions are displayed as highlighted in red.
- Highlighting Blue — Form, fields, table filed mapping, and view differences are highlighted using this option. All these property changes are highlighted in blue to suggest that they are changed but are not currently in focus.
- Highlighting Yellow — Only workflow differences are highlighted using this option. All these property changes are highlighted in yellow to suggest that these properties are changed but are not currently in focus.
When you double-click any object for reconciliation, this view is the default. For workflows, forms, menus, and application objects, you can reconcile your changes using this editor.
Workflows execution options reconciliation
Workflows execution options reconciliation (Service Pack 1 and later)
Form permissions reconciliation
Form permissions reconciliation (Service Pack 1 and later)
When you click the Properties tab, the property differences for all three definitions are displayed. For workflow, application, fields, and fields in view overlay, you can reconcile your properties using this editor.
You must right-click your property name to copy and paste your new or old definition to overlay definition. Alternatively, you can edit the value for the property inline as well.
Properties reconciliation editor
Value reconciliation editor
If you want to modify the properties by comparing and adding the values manually, you can use the Value reconciliation editor. In this editor, you see all three versions of your property and you can directly edit the value.
When you click Apply, your changes are applied to the object. To save changes for an entire object, you must save the object from the File menu.
You can modify your view by comparing the old, new, and overlay reconciliation. Although, you cannot see all three views together, you can swap between them from the view reconciliation editor tab.