Allow easy pull filtering by record types as in 7.x

Created on 11 May 2021, over 3 years ago
Updated 3 August 2023, about 1 year ago

Problem/Motivation

The 7.x-3.x version had an option on the mapping interface to select which Record Types to request on pull, making it easy to see what the mapping was targeting, and easy to configure. 8.x+ replaced this with a more flexible but less user-friendly 'Pull query SOQL "WHERE" clause' field, which is very handy, but less user-friendly. There's no reason not to allow both to be used, as you can add multiple "where" clauses to an API call, making the existence of both pretty clean in the code.

Added motivation for this: we are using the module in a distribution, which uses a Salesforce package. The SF package does not stabilize record type IDs, so we have to customize this setting for every site. Much easier with a quick point-and-click than digging out record IDs each time.

Proposed resolution

Add another config field on mappings for this.

Remaining tasks

Probably needs a test.

User interface changes

Just another field on the mapping UI.

API changes

None.

Data model changes

Just another field on the mapping config.

✨ Feature request
Status

Fixed

Version

5.0

Component

salesforce_mapping_ui.module

Created by

πŸ‡ΊπŸ‡ΈUnited States gcb

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