Data Step Enhancements

Updated 6 months ago by Copado Solutions

Copado is constantly working on enhancing existing features as well as adding new ones. In our eagerness to improve, we have added new options to the Data deployment step to enhance our data deployment capabilities and help you easily deploy data to another environment.

Attachment Options

A new picklist field called Attachment Options has been added, which allows you to deploy attachments linked to the records that are being deployed. This picklist field includes the following values:

  • No Attachments: This is the default value. If this option is selected, no attachments will be deployed even if the records that are being deployed have attachments.
  • Insert Attachments: When you select this value, Copado inserts the attachments from the source environment into the destination environment. Attachments that already exist in the destination will not be updated or removed.
  • Upsert Attachments: When this value is selected, Copado first checks if the attachments of the records that are being deployed already exist in the destination environment. If they do not exist, Copado will insert them.
  • Replace Attachments: When this value is selected, Copado first removes all the attachments that are linked to the records in the destination environment and then deploys the attachments from the records in the source environment to the destination environment. This way, you will ensure that the records in the destination environment only have the attachments from the source environment.
  • Remove Attachments: If you select this option, Copado will deploy the records and delete all the attachments. This will ensure that the records in the destination environment have no attachments:

Match Owner and Match Record Type

Two new checkboxes have been added: Match Owner and Match Record Type.

When looking for a match for the Match Owner checkbox, Copado searches for the user's email address. In the case of the Match Record Type checkbox, Copado will look for the name of the record type to find a match.

When you enable the Match Owner checkbox, Copado automatically selects the OwnerId field from the list of available fields and adds it to the list of selected fields. This field will be locked, and you won’t be able to remove it unless you uncheck the Match Owner checkbox:

When you enable the Match Record Type checkbox, Copado automatically selects the RecordTypeId field from the list of available fields and adds it to the list of selected fields. As with the Match Owner checkbox, this field will be locked, and you won’t be able to remove it until you uncheck the Match Record Type checkbox:

Please note that these checkboxes will only appear if the OwnerId and the RecordTypeId fields exist in the object. Some objects do not have an OwnerId field and many others don’t have a RecordTypeId field. In these cases, these checkboxes won’t be available.

Also note that when you enable the Match Owner and Match Record Type checkboxes, Copado adds the OwnerId and the RecordTypeId fields to the query. If you manually delete any of these fields in the query and try to save it, you will get an error message because you have the Match Owner and Match Record Type checkboxes enabled, but their corresponding fields are not in the query.


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