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Archive Fields

When cleaning up your account with Platform Governance for NetSuite clean up tools, you may find fields that are no longer in use and you want to delete them. To do this you need to create a Change Request and add the fields you want to delete.

Create a Change Request to Archive Fields​

To create a change request:

  1. Open Strongpoint > Change Management > Change Request
  2. Fill out all relevant fields and include all the customization you want to delete in the Customizations field, add the customizations you want to delete.
  3. Click Save.
  4. Click the Impact Analysis button.
  5. Under the Impact Analysis tab, the customizations you selected are listed under one or more tabs:
  • Can Be Safely Deleted or Modified
  • Cannot Be Safely Deleted or Modified or
  • Inactive Customizations (Already Deleted)

archivefields16. Click on the Archive Customizations if you find your customizations under Cannot Be Safely Deleted or Modified and under Warning it says Not Archived archivefields27. Once your customizations are processed and archived, your customizations are listed under Can be Safely Deleted or Modified. Your archive folder has the CSV file you can download. The file name has the field type and the script ID.

Restore Fields

There is not a direct restore tool for fields, however you can get your archived fields back using Import Assistant and the CSV file created for archiving.

Import Assistant​

  1. Open Setup > Import/Export > Import CSV Records

  2. Under Import Type, choose the category of data you plan on restoring. For example: Accounting.

  3. Under Record Type, choose the record type of data you plan on restoring. For example: Chart of Accounts.

  4. Click Select

    importassistant-2

  5. Select your CSV archive file. and click Open

  6. Click Next

    importoptions

  7. Under Data Handling, choose UPDATE

  8. Click Next

  9. Under Your Fields, select internalid(Value).

  10. Under NetSuite Fields, select Internal ID.

  11. Under Your Fields, select the column from your CSV archive file that you want to restore and select the relevant NetSuite Field where you want them restored.

    fieldmapping

  12. Click Next

  13. Click Run

    savemapping

    A finished screen appears with a confirmation message and a link to the Import Job Status.

  14. Click Import Job Status.

    jobstatus

  15. Click Refresh until the import process is completed.

    jobstatus-1

Set Up the Archive Folder

Advanced Change Management allows data within customization to be archived during the Clean Up process. An archive folder must be created before the Clean Up process.

Create the Archive Folder​

  1. Open NetSuite Home > Set Preferences

  2. Under Defaults, make sure Show Internal IDS is checked on the General tab.

  3. Click Save

  4. Open Documents > Files > File Cabinet > New

  5. Name the folder Strongpoint Archived Data Files.

  6. Enter Documents and Files in Sub-Folder Of

  7. Best practice is to add a meaningful description.

  8. Click Save

  9. Note the Internal ID for your new Strongpoint Archived Data Files folder. 48783 in this example.

    Finding the Internal ID of the Archive Folder

Assign the Internal ID to the Deployed Script​

To assign the internal ID to a deployed script:

  1. Open Customization > Scripting > Scripts
  2. Change the Type Filter to Scheduled and From Bundle to 294336
  3. Click View by the Strongpoint Auto Archive

scripts-1

  1. Open the Deployments tab.

  2. Click on Strongpoint Auto Archive – OD.

    scripts-2

  3. Click Edit

  4. Open the Parameters tab, add the internal ID of your Archive Folder

  5. Click Save

    scripts-3

The archiving function on Change Requests is now set up and ready to use.