Deployment Step: Data Template

Updated 1 week ago by Copado Solutions

A deployment step is an action that is executed by Copado during a deployment. The new Data Template deployment step allows you to easily deploy data templates.

To deploy a data template, follow the steps below:

  1. Navigate to the Deployments tab and click on New to create a new deployment.
  2. From the available record types, select Advanced (multi-step):
    Advanced (multi-step) record type

  1. Give your deployment a name, select a source org and click on Save:
    Save button
  2. You will be redirected to the classic deployment page. Add a destination environment for your deployment.
  3. Next, click on Add Step and select Data Template.
  4. From the Select Data Source picklist, select Environment based on Data Template if you want to deploy data from a data template or Data Set if you want to deploy a data set.
  5. Next, select a data template or data set, depending on your choice in the previous step:
    Data Step details

  1. Click on Save to save the step.
  2. If you want to change the filters in the data template or add a new filter,  click on the pencil icon next to Template Filter. You will be taken to the Confirm Data Filters screen, where you can:
    • Remove existing filters. 
    • Add new filters by clicking on Add new parameter.
    • Click on Reset Filters to go back to the original filter configuration.
    Confirm Data Filters screen

These changes will be applied only to this particular deployment step and won’t override the original filtering configuration in the data template.

  1. If you want to validate your step and ensure your data is deployable before actually executing the deployment, click on Validate. Once the deployment has been validated, a message with the result will be displayed so that you can troubleshoot any potential issues:
    Step Validation

The validation process checks if the source and destination org contain the fields and objects involved in the deployment or if the deploying user has access to them, but the data set is not validated.
  1. Add other steps if desired and submit the deployment. Once the deployment is completed, click on View results in the Result screen to review the deployment errors if any:

View Results link

Results table

You can also download the results in a CSV file by clicking on Download All Results (CSV).

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