Configure partial sync

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • Explore how to configure partial sync.

    Prerequisites

    • Ensure your instance is running the latest primitives framework with partial sync support.
    • Confirm that the reverse sync flag (Synced) is enabled on the quote entity.

    Configuring partial sync

    1. Identify the partial‑sync trigger: Start partial sync when a Quote update affects only Related Party data (partners, business organizations, contacts).
    2. Retrieve the Primitives EP Service for Quote > Opportunity mapping.
      var service = util.getPrimitivesEPService('sn_l2c_opportunity_to_quote');

      This ensures data sync is performed using the correct mapping for Quote → Opportunity.

    3. Prepare partial‑sync parameters using additionalParams.allowedContextTypes to fetch only the Related Party section from the Quote:
      
      var additionalParams = {
        allowedContextTypes: ["header", "headerRelatedParty"]
      };
      

      When allowedContextTypes includes headerRelatedParty, createInstance returns only the Related Party section of the Quote (plus the header scaffold). Pass this filtered instance into the reverse‑sync logic so that only partner deltas are processed and updated on the Opportunity.

      Hinweis:
      • For header-based partial sync, header must be included in allowedContextTypes. Without the header, createInstance cannot build the root structure.
      • For no-header partial sync, lineItems must be included in allowedContextTypes. Without it, createInstance cannot build a valid structure for processing child data.

    Example to invoke CreateInstance for partial sync

    /********Invoking createInstance with only allowedContextTypes – Quote to Opportunity**********/
    var service = util.getPrimitivesEPService('sn_l2c_opportunity_to_quote'); // WITH HEADER FLOW 
    var quoteId = '04ba9004f11f3110f8777d7194f166f6'; 
    var additionalParams = { 
           allowedContextTypes: ["header","headerRelatedParty"]  }; 
    var quoteInstance = service.createInstance(quoteId, null, false, additionalParams);