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An option to Include referenced field records is available for bulk shares so that you can share field records that are related to the base table you are bulk sharing.

Prerequisites

(warning) First, you will need to follow the steps to get started with DataSync Express and create a bulk share.

Procedure

To share field records that are referenced by the base tables in your bulk share, follow these steps:

UI Steps


UI Step

Navigate to Bulk Share

Log into your sharing ServiceNow instance and navigate to Perspectium DataSync Express > DataSync Express > Shares > Bulk Share > View Bulk Shares. Click into the bulk share that you want to include referenced field records for.


UI Step

Include referenced field records

If on the Standard view, go to the Runtime Settings tab.

Scroll down and check the Scroll down to the Additional Settings tab and check the Include referenced field records box. Click Submit to save your changes.


UI Step

Choose referenced field to share records for

Go back into the bulk share and below the Related Links section, click the Referenced Field Records tab. Click New on the Referenced Fields Records tab and you will be redirected to the Referenced Field Records form. Choose a referenced field to share records for from the Reference field dropdown. Then, click Submit to finish adding your referenced field record. To add more referenced fields for your share, repeat this step for additional referenced fields.