The Object view tab of the Data Set Editor provides many options that allow you fine-grained control of record deployment for each data set object in the data set.
To set all object properties:
- From the Data Set Editor, click the Settings button in the top right of the header.
- Select the options described below that you desire to enable. The Set Audit Fields toggle is included in the settings, with additional customizations planned for future releases. Click Save.
To set object properties:
- From the Data Set Editor, in Object view, click the Settings tab.
- Select the options described below that you desire to enable.
Settings That Affect Every Object in the Data Set
- Set Audit Fields – When checked, Prodly will deploy the records with the audit field values from the source record. When left unchecked, the records will reflect the date and time of the deployment and the username that was used to authenticate the destination environment.
Settings That Only Affect a Single Object
- Skip Inserts – When checked, Prodly will only deploy records that already exist in the destination environment.
- Skip Updates – When checked, Prodly will not deploy records that already exist in the destination environment, regardless of whether the data matches.
When using Virtual External ID as your record matching method, Prodly also skips reinserting any records you deleted from the destination org that you had previously deployed using VEID, and, any records with IDs that match in the source and destination orgs (likely created through a sandbox refresh) that you have not previously deployed using VEID do get updated. For assistance working around these known limitations, email support@prodly.co.
- Replicate Owner – When checked, Prodly maintains the record owner from the source environment. When unchecked, Prodly assigns the record to the username that was used to authenticate the destination environment.
- Record Type – When checked, Prodly maintains the record type from the source environment. When unchecked, Prodly uses the default record type of the user who authenticated the destination environment.
- Ignore Relationship Constraint – For non-root objects only. When selected, Prodly copies all source org records of this object type to the destination org. When deselected, Prodly copies only records related to parent or child records Prodly is deploying. Prodly applies query filters in either case. Refer to the related data deployment concept for more information.