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Step 1

Display the records list for the type of record that you want to promote.

Step 2

Select the record(s) that you want to promote.
 
To promote a single record, either:

Action menu

Action menu

The Promote dialog displays, prompting you to select the Promotion Target from a drop-down list. Select the target.
 
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To promote multiple records, either:
 
Ctrl-click the records you want to promote, right-click any of the selected records to display an Action menu, and then click Promote. The Promote dialog displays, prompting you to select the Promotion Target from a drop-down list. Select the target.
 
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OR
 
From any tasks list, right-click any column header for the list, display the Action menu, and select Run Command On Filtered > Promote.... The Promote dialog displays, prompting you to select the Promotion Target from a drop-down list. Select the target.
 
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Step 4

The default login ID and password will be provided from the Promotion Target record. If you want to override the default, click Override User/Password and type in the new informationCredentials. From the Authentication Method dropdown menu, select Basic to override using a username and password or select Access Token to override using a personal access token.

Step 5

Select Exclude on Existence if you want to specify record types in the promotion payload that will not be updated if they exist on the target payload. You can:

The Bundle Exclude On Existence Picker Default Universal Controller system property specifies which record types, if any, will be selected by default in the drop-down list.

Step 6

Select Follow References if you want to dynamically include records that are referenced by these records. (See Records Promoted When Follow References is Selected or Not Selected.)

Step 7

If the promotion contains new or modified Universal Templates, click Allow Universal Template Changes; otherwise, the promotion will not succeed. See Diagnosing Promotion Failures for details.

Step 8

Click Submit. The Controller logs in to the target machine specified in the URI field of the Promotion Target Record and copies the selected records to the target machine.

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