Upgrade Application by Importing
Feature Overview
It means that after the configuration of the source application is modified, you can upgrade the target application to the latest configuration or feature by importing the application.
Use Case: For large customers, multiple organizations are usually deployed to simulate multiple environments in the R&D process. In this case, application upgrades can be achieved by importing applications that are running stably in the test environment into the production environment. There is no need to modify the configuration of the application in the production environment.
This feature is only available in Enterprise and Ultimate Editions.
How to upgrade applications
Export the modified source application
After the source application (or called test application) is modified and tested, export the application. Applications can be upgraded by importing as long as they are of the same source.
What are the applications of the same source:
For example, new application A is created, A is exported and imported to generate application A1, and A1 is exported and imported to generate A2. A, A1, and A2 are all same-source applications. Same-source applications can be upgraded by importing, which means that after modifying any one of them, you can import it to the other two for upgrading.
Import to target application for upgrading
1. Entrance to application upgrades
Application Admin goes to [App Management] > [Single App Upgrade].
2. Upload the upgrade file
Select and upload the exported mdy file, when uploading, it will check the password, file format, etc.
3. Check the upgrade scope
Once the file is uploaded, it will read the upgrades and list the upgrade details. Click the [Details] button on the right to view the specific adjustments. Click the [Import] button to start the upgrade.
New: It indicates the items that are available in the source application but not in the target application, which are added when importing.
Update: Items that are present in both the source and target applications are shown as update, but it does not mean that there are modifications made.
Match users/departments/positions when importing
Checked
• When it is in the source application and not in the target application - add it to the target application if it can be matched in the organization
• When it is not in the source application but in the target application - retain the users that are already in the target application.
• When it is in both the source and the target application - update the member's permission configuration
Unchecked
• When it is in the source application but not in the target application - these data are cleared out
• When it is not in the source application but in the target application - retain the members that are already in the target application.
• When it is in both the source and the target application - not update the member's permission configuration
Backup the current version when upgrading
- If checked, the application configuration before import will be backed up.
After the import is complete, the upgrade history is displayed on the management page.
Rules for Application Updates
Update Scope
What data needs to be retained? What data needs to be updated? What data remains unchanged?
Overwrite and update: If there is correspondence, overwrite and update.
Add and update: if it is in the source application, but not in the target application, add and update.
Keep unchanged: if it is not in the source application, but in the target application, keep it unchanged.
Exceptions:
If the data that needs to be updated is logically deleted ( such as a workflow in a recycle bin), it needs to be restored and updated.
If the data to be updated is moved to another application, add and update it.
No deletion when upgrading.
For example, if you add a new worksheet, modify a workflow, or delete a role in an application in the test environment, when you import and upgrade the application in the production environment, it will only synchronize the newly added worksheet and the modified workflow, but the deleted roles will not be synchronized, and you need to operate manually.
Update only the application configuration, not the record information.
Rules for Updating
⚠️ - Add and update: Modules that contain list data are to be added and updated, such as options sets, business rules, and public statistics. Data with correspondences that can be found is updated; if not, it is added.
❌ - Keep unchanged: No processing required.
✅ - Overwrite and update: Update to the source application's configuration.
| Module | Operation | Description | |
|---|---|---|---|
| Application | Icon and Name | ❌ - Keep unchanged | |
| Navigation Settings (on PC and mobile, including grouping of application items) | ✅ -Overwrite and update | ||
| App Description | ✅ -Overwrite and update | ||
| Usage Analysis | ❌ - Keep unchanged | Retain the usage analysis in the target application. | |
| Option Set | ⚠️ - Add and update | ||
| Recycle Bin for Application Items | ❌ - Keep unchanged | ||
| Backup Files/Backup Operation Logs | ❌ - Keep unchanged | ||
| Chart-Public | ✅ -Overwrite and update | ||
| Chart-Personal | ❌ - Keep unchanged | ||
| Publish Settings/App Maintenance Status | ✅ -Overwrite and update | ||
| Application API Documentation | ❌ - Keep unchanged | ||
| Global Variable | ⚠️ Add and update | ||
| Worksheet | Icon and Name | ✅ -Overwrite and update | |
| Grouping of Application Items | ⚠️ - Add and update | ||
| Hidden Status of Worksheet | ✅ -Overwrite and update | ||
| Submit Form-Configuration | ✅ -Overwrite and update | ||
| Data Name | ✅ -Overwrite and update | ||
| Function Switch | ✅ -Overwrite and update | ||
| Business Rule | ⚠️ - Add and update | ||
| Custom Action | ⚠️ - Add and update | ||
| Printing Template | ⚠️ - Add and update | ||
| Index | ❌ - Keep unchanged | ||
| Controls and Configuration | ✅ -Overwrite and update | ||
| Form Style | ✅ -Overwrite and update | ||
| Recycle Bin for Fields | ❌ - Keep unchanged | ||
| Public Release-Configuration | ✅ -Overwrite and update | ||
| View Configuration | ✅ -Overwrite and update | ||
| Discussion and Log | ❌ - Keep unchanged | ||
| Draft | ❌ - Keep unchanged | ||
| Record Data | ❌ - Keep unchanged | ||
| Custom Page | Icon and Name | ✅ -Overwrite and update | |
| Component Configuration | ✅ -Overwrite and update | ||
| Component Name & Layout | ⚠️ - Add and update | ||
| Workflow | Type/Name/Status/Last update time/Creator | ✅ -Overwrite and update | After updating the workflow configuration, re-publish it. If the publishing fails due to non-existence of fields or other reasons, it will be in the pending update status. |
| Nodes Configuration | ✅ -Overwrite and update | ||
| Basic Configuration/Manual Node Settings/Process Parameters | ✅ -Overwrite and update | ||
| Execution History | ❌ - Keep unchanged | ||
| History Version | ❌ - Keep unchanged | ||
| User | Roles and Permissions | Note: To generate an latest permissions configuration based on the final upgraded application structure. | |
| Member Data | ✅ -Overwrite and update | ||
| Send Notification/Allow Viewing-Configuration | ✅ -Overwrite and update | ||
| User Extended Information | ✅ -Overwrite and update | ||
| External Portal | External Portal | ✅ -Overwrite and update | Only update target apps that have enabled the external portal, if the target app has not ever enabled the external portal, no update. |
| Roles and Permissions | Note: To generate an latest permissions configuration based on the final upgraded application structure. | ||
| Statistics | ❌ - Keep unchanged | ||
| Portal Settings-Basic Settings | ❌ - Keep unchanged | ||
| Portal Settings - Information Collection | ✅ -Overwrite and update | ||
| Portal Settings - Custom Login Page | ❌ - Keep unchanged | ||
| Portal Settings - Message Settings (SMS/Email) | ❌ - Keep unchanged |
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