Install and Upgrade Codeunits in Business Central

  Hi All, 

Install and Upgrade special codeunits are important because they help you manage what happens when your app is first installed, when it is upgraded to a newer version r expecially when there is a change in table structure

Here we will see how to create them and why they are important. But before that, what are they?

What is an Install Codeunit?

An Install Codeunit runs only once when your extension is installed for the first time.

You use it to:

• Initialize setup data.
• Create default records that the extension needs.
• Make sure everything is ready for the extension to work.

Example:

What is an Upgrade Codeunit?

An Upgrade Codeunit runs when you publish a new version of an extension that is already installed or when you change a table structure, such as deleting a table field.

You use it to:

• Move data from old tables or fields into new ones.
• Adjust existing records to fit new logic.
• Clean up unused fields or values.

Example:

Note: The examples are just basic templates that you can refer to get a basic idea. The conditions and scenarios will depend on your requirements.

Why Are They Important?

• Data safety: Prevents data loss when upgrading.
• Smooth setup: Automatically initializes required data at install time.
• Professional approach: Makes your app upgrade-ready and easier to maintain.
  
  
  

Install and Upgrade Codeunits in Business Central are critical for keeping your extensions reliable, consistent and upgrade-friendly.

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