[JMUnderwood]

When I try to create a bundle of custom roles, the system automatically adds a number of other custom objects, including custom fields, custom records, custom centers.

It seems to stem from the Custom Center that these Custom Roles are based on.

Is there anyway to EXCLUDE all of these related objects?
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[jfoerster]

RE: Why Does Bundle of Custom Roles Pull Other Objects?

Custom Centers are very “sticky” when it comes to bundling. When bundling a Custom Role touches a Custom Center in any way — all components related to that Custom Center are included in the bundle for db integrity.

You can try to remove any intersections between the Custom Role and the Custom Center, but very often that is impossible. //jp

[JMUnderwood]

RE: Why Does Bundle of Custom Roles Pull Other Objects?

Thanks for the explanation John.

Any idea when we will be able to control which objects are included by reference?

[elham]

Please enter an enhancement request along with your use case. We can consider it for the roadmap.

[William Bailey]

RE: Why Does Bundle of Custom Roles Pull Other Objects?

In general the bundler only “auto-pulls” in necessary objects. For example, in this case, it has to pull in the custom center because the role in the bundle is defined to use that center. Perhaps the custom center, in turn, has task links to custom records, so those have to be pulled to respect the task link in the center. The custom record, in turn, has custom fields that reference other records, so all that has to pulled to replicated the custom record.

[William Bailey]

RE: Why Does Bundle of Custom Roles Pull Other Objects?

Another example: suppose you have a custom record and you have defined a bunch of saved searches that operate over that record type.

If you bundle the CR, it will not auto-pull the searches, you have to include those manually. Just because you want to bundle the CR does not mean you necessarily want to bundle all the searches. Plus the CR does not need the searches to exist.

Conversly, if you bundled one of those searches instead, the bundler would necessarily have to auto-pull the CR into the bundle. The search has no meaning without the CR it is defined upon.

[William Bailey]

RE: Why Does Bundle of Custom Roles Pull Other Objects?

One final point, try changing your Role to operate on a canned center, such as Basic Center. Then bundle it. None of that other stuff should auto-pull.

[JMUnderwood]

RE: Why Does Bundle of Custom Roles Pull Other Objects?

Thanks William for your clarifications and suggestions. This really helps.

[JMUnderwood]

RE: Why Does Bundle of Custom Roles Pull Other Objects?

Originally posted by William Bailey

One final point, try changing your Role to operate on a canned center, such as Basic Center. Then bundle it. None of that other stuff should auto-pull.

William,

I have a custom role based on a custom center. When I edit the role, I don’t see any options to change the center. Can you please explain how to do this?

Thanks.

[Author]

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