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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) FirstFirst, you will need to follow the steps to 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

Scroll down to the Additional Settings tab and check the Include referenced field records box. Then, below the Related Links section, click the Referenced Field Records tab.

UI Step

Add all referenced fields

To share all fields that are referenced by the base table you are sharing, click Add all referenced fields. Otherwise, to share individually specified fields that are referenced by the base table you are sharing, click New. A pop-up will appear confirming that you will leave the page. Click Leave to proceed.Click Submit to save your changes.


UI Step

Choose referenced field to share records for

If you clicked Add all referenced fields in Step #5, proceed to Step #7. Otherwise, if you clicked New in Step #5, you 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. If you do not want to create and maintain a table view to specify referenced fields to be shared or if your account does not have permission to create a view, check the Share only selected fields box. Then, click Submit to finish adding your referenced field record. To add more referenced fields for your bulk share, repeat Steps #5-6.

UI Step

Click Update

Under the Additional Settings tab, check the Include referenced field records box again. Then, in the bottom left-hand corner of the form, click Update to save your changes.