Method 2: Retrieve existing customizations

You can configure criteria to retrieve existing customizations from the Sage CRM database and copy them to your new component. Then, you can use that component to generate script files and apply your customizations to another Sage CRM instance. For example, you can configure criteria to retrieve customizations created or updated by a particular user, within a certain date range, or both. Optionally, you can search a particular existing component for the customizations that satisfy your criteria.

Use this method with caution, because the customizations you retrieve and save in your new component are removed from all the existing components where they were stored previously.

1. Go to <My Profile> | Administration | Customization | Component Manager | Component Details.
2. Click Advanced Options, and then use the following options to create a new component:
   • Enter New Component Name. Enter the component name.
   • Description. Enter an informative description for the component.
3. Under Selection Criteria, specify criteria to search for and retrieve the customizations you want to transfer to another Sage CRM instance.
   You can use the following options:
   • Select And or Or to join the selection fields. Select an operator to join your criteria.
     If you select And, all your criteria must be true for the customization to be retrieved and saved in your component.
     If you select Or, any your criterion must be true.
   • Select to include Existing Component. Optional. Select the existing component you want to search for the customizations you want to transfer to another Sage CRM instance.
   • Created date. Retrieves customizations that were created within the date range you specify. You can specify an absolute or relative date range.
   • Updated date.Retrieves customizations that were updated within the date range you specify. You can specify an absolute or relative date range.
   • Created by. Retrieves customizations created by the user you specify.
   • Updated by. Retrieves customizations updated by the user you specify.
4. Click Mark Component.
   As a result, the Component Manager searches for the customizations that satisfy your criteria. If such customizations are found, they are retrieved and saved in your new component.
   If these customizations were previously stored in any existing components, you are prompted to move them to your new component. To move customizations, click Mark Component once more.
   After you move the customizations to your new component, they are deleted from other components.

Now you can generate script files from your new component as described in Step 2: Generate script files.

If necessary, you can set your new component as current and record any additional future customizations. For more information, see Changing the current component.