Skip to content

ERX Partial Copy Sandbox Template Recommendation

Use a sandbox template to create a new partial copy sandbox or refresh a sandbox

Overview

In order to create a new partial copy sandbox or refresh a sandbox, a sandbox template is required. This determines what objects to include to bring over to the sandbox environment. Since a partial copy includes only some of the data, here is a table with guidance on other objects you’ll need to add.

To navigate to create a new template, go to Setup > Sandbox (search menu) > New sandbox template.

Objects to Include

ERX Core with EDA

EnrollmentrxRx__Application_Requirement_Item__c
EnrollmentrxRx__Application_Requirement_Set__c
EnrollmentrxRx__Assignment_Queue__c
EnrollmentrxRx__Assignment_Queue_Member__c
EnrollmentrxRx__Assignment_Rule__c
EnrollmentrxRx__Assignment_Rule_Entry__c
EnrollmentrxRx__Package_Configuration__c
EnrollmentrxRx__Touch_Point_Configuration__c
EnrollmentrxRx__Touch_Point_Configuration_Set__c
hed__Term__c
hed__Trigger_Handler__c

ERX Core without EDA

EnrollmentrxRx__Application_Requirement_Item__c
EnrollmentrxRx__Application_Requirement_Set__c
EnrollmentrxRx__Assignment_Queue__c
EnrollmentrxRx__Assignment_Queue_Member__c
EnrollmentrxRx__Assignment_Rule__c
EnrollmentrxRx__Assignment_Rule_Entry__c
EnrollmentrxRx__Campus__c
EnrollmentrxRx__Package_Configuration__c
EnrollmentrxRx__Program_Catalog__c
EnrollmentrxRx__Program_Offered__c
EnrollmentrxRx__Touch_Point_Configuration__c
EnrollmentrxRx__Touch_Point_Configuration_Set__c
EnrollmentrxRx__Term__c

Import Rx

ERx_Import__Field_Mapping__c
ERx_Import__Object_Mapping__c
ERx_Import__Source_Data__c
ERx_Import__Transformation__c
ERx_Import__Scheduled_Job__c

Reader Rx

ERx_ReaderRx__ApplicationUpdateCriteria__c
ERx_ReaderRx__ApprovalProcessEntryCriteriaField__c
ERx_ReaderRx__Feedback_Help_Text__c
ERx_ReaderRx__OnlineReadingFilterInfo__c
ERx_ReaderRx__OnlineReadingSystem__c
ERx_ReaderRx__ReaderRx_Configuration_Object_c
ERx_ReaderRx__ReadingApplicationFieldConfiguration__c
ERx_ReaderRx__ReadingPermission__c
ERx_ReaderRx__Summary_Section__c

FormBuilder Rx without DXP

ERx_Forms__Homepage_Widget_Link__c
ERx_Forms__Env__c
ERx_Forms__Erx_Page__c
ERx_Forms__Erx_Section__c
ERx_Forms__Homepage_Widget__c
ERx_Forms__Homepage_Widget_Layout__c
ERx_Forms__Portal_Login_Custom_Field__c
ERx_Forms__Portal_Registration_Message__c
ERx_Forms__SiteLoginTemplate__c

FormBuilder Rx with DXP

ERx_Forms__Configurations__c
ERx_Forms__Env__c
ERx_Forms__Erx_Page__c
ERx_Forms__Erx_Section__c
ERx_Forms__Portal_Login_Custom_Field__c
ERx_Forms__Portal_Registration_Message__c
ERx_Forms__SiteLoginTemplate__c

Formbuilder Rx with DXP & Cart Builder enabled

ERx_Forms__Configurations__c
ERx_Forms__ERxCart__c
ERx_Forms__ERxCartDiscount__c
ERx_Forms__ERxCartProduct__c
ERx_Forms__ERxGateway__c
ERx_Forms__Env__c
ERx_Forms__Erx_Page__c
ERx_Forms__Erx_Section__c
ERx_Forms__Portal_Login_Custom_Field__c
ERx_Forms__Portal_Registration_Message__c
ERx_Forms__SiteLoginTemplate__c

If you are using Events Rx 2023 - 2024 versions

ERx_Events__Activity_Series__c
ERx_Events__Activity_Slot__c
ERx_Events__Counselor_Availability__c
ERx_Events__Appointment_Reminder__c
ERx_Events__ERx_Event_Parent_Section__c
ERx_Events__ERx_Event_Registration_Custom_Field__c
ERx_Events__ERx_EventReg_Field_by_Section__c
ERx_Events__Event_Registration_Section__c
ERx_Events__Calendar__c
ERx_Events__Exception__c
ERx_Events__Table_Configuration__c
ERx_Events__Visit_Activity_Series__c
ERx_Events__Visit_Series__c