Advanced synchronization behavior

Subset synchronization is a two-step process. First, the changes in the subset are pulled into the original database, and then the subset is repopulated from the original database that uses the current version of the subset definition.

This process leads to the following synchronization behavior for records that match the subset definition:

Main

Subset

Synchronization result

-

-

No changes to synchronize so both remain unchanged.

Added

-

Record added to the subset if the record matches the subset criteria.

-

Added

Record added to the main database.

Changed

Unchanged

Subset record is updated.

Unchanged

Changed

Original record is updated.

Changed

Changed

The user's preference of conflict resolution behavior is used.*

Soft-deleted

Unchanged

If the subset definition includes soft-deleted records, the record is marked as soft-deleted in the subset. If the subset definition does not include soft-deleted records, the record is removed from the subset.

Soft-deleted

Changed

Record updated in the main database to match the subset changes.

Unchanged

Soft-deleted

Record marked as soft-deleted in the main database. If the subset definition includes soft-deleted records, the record is marked as soft-deleted in the subset. If the subset definition does not include soft-deleted records, the record is removed from the subset.

Changed

Soft-deleted

Record re-created in the subset including the changes.

Changed

Changed then soft-deleted

The user's preference of conflict resolution behavior is used.*

Changed then soft-deleted

Changed

The user's preference of conflict resolution behavior is used.*

Purged/Deleted

Restored from a soft-deleted state

Record re-created in the main database.

Purged/Deleted

Unchanged

Record removed from the subset.

Purged/Deleted

Changed

Record re-created in the main database.

Changed then Purged/Deleted

Changed

Record re-created in the main database but without any changes made to the main record since the subset was last populated.

Unchanged

Purged/Deleted

Record re-created in the subset.

Changed

Purged/Deleted

Record re-created in the subset.

* If the changes in the main database include security changes that remove your permission to update the record, you are unable to synchronize.

Note: If the subset definition is changed, or records are added to the subset that do not match the criteria in the definition. New or updated records will be added to the master database and subsequently removed from the subset.