Sync settings of a centralized inheritance configuration
An ezyVet site that uses a centralized inheritance configuration has many system settings that you can use to configure how data syncs to inherited sites.
For example, the Products tab has sync settings for product records. And the Appointment Types tab has settings for appointment types. If you select the Products tab, ezyVet shows a New Products Are Disabled sync setting. And if you select the Appointment Types tab, the setting name changes to New Appointment Types Are Disabled.
Applicable settings in the sections that follow have <record type> in the setting name. The <record type> text will change when you select a different tab.
Primary sync settings
| Setting | Function |
|---|---|
| Sync <record type> | If you select Yes, the central site syncs the record type to inherited sites. |
| New <record type> Are Disabled | If you select Yes, new records that you make in the central site sync to inherited sites as disabled records. If you select No, new records that you make in the central site sync to inherited sites as enabled records. |
| Require Confirmation to sync existing <record type> | If you select Yes, ezyVet tells you if it finds a central site record that has the same name in an inherited site. And ezyVet does not sync the record unless you give approval. ezyVet has two buttons that you can use to give approval:
If you select CREATE NEW, ezyVet makes a record in the inherited site. ezyVet does not replace the record that has the same name in the inherited site. If you select REPLACE EXISTING, ezyVet replaces the record that has the same name in the inherited site with the record from the central site. Note: Be careful when you use the Require Confirmation to sync existing <record type> setting. And the setting not applicable to all record types. |
Record properties sync
Each record type that you use the tabs to select has a set of record properties. You can select the record properties that the central site syncs to inherited sites.
| Setting | Result |
|---|---|
| Yes | The central site syncs the property to inherited sites. If a staff member changes the property in the central site, the central site syncs the change to inherited sites. Staff cannot change the property in inherited sites. |
| No | The central site does not sync the property to inherited sites. |
| Default | The central site syncs the property to inherited sites initially. Then, if a staff member changes the property in the central site, the central site does not sync the change to inherited sites. Staff can change the property in inherited sites. |
The Record Registers section
- Records that the central site synced to inherited sites
- Records that have a sync in progress
- Records that had a sync problem and did not sync as a result