Update README file

README.md

@@ -6,6 +6,7 @@ benefits.
 - The ability to select only fields that need to be edited during the cloning
 - The ability to select fields that must be cleared of their original value
 - The ability to clone other child objects than just Opportunity Products
+- The ability to exclude certain records from the clone based on formula evaluation of record info
 
 The Project consists of the following components:
 
@@ -19,6 +20,7 @@ The Project consists of the following components:
 | OppCustomCloneAura | Aura Lightning Component that is used to wire to a QuickAction |
 | Opportunity.SmartClone QuickAction | The QuickAction button to use on the Opportunity Detail Layout |
 | Opportunity.ClonedFields fieldset | the fieldet used to configure displayable and cleared fields for input |
+| SmartCloneRecordExclusionRule__mdt | Custom Metadata Type that can hold exclusion rules to evaluate to exclude records from clone |
 
 ### Additional Notes
 
@@ -26,20 +28,11 @@ The Project consists of the following components:
  the cloning of direct children to the Opportunity, and the Opportunity itself
  - This application will not support RecordType as a field to be edited/updated during the clone.
 
-## Setup
-1. Setup List of Opportunity Fields to include in the Cloning process.
-    - Create a Fieldset named 'ClonedFields'. This fieldset will need to contain the fields to clone on the Opportunity.
-    - Place fields that need to be cloned in the 'ClonedFields' fieldset
-2. Create Action for SmartClone
-    - Navigate to the Opportunity Object and click on 'Buttons, Links, and Actions'. Click the 'New Action' button.
-    - *Action Type*: 'Lightning Web Component', *Lightning Web Component*:'c:opportunityCustomClone', *Label*: **Your Choice**, *Name*:**Your Choice**
-    - Save Action Button
-    - Navigate to the proper layout and place the Action Button on the Layout.
 ### Prerequisites
 
 - You need to have the Salesforce CLI installed on your system to follow the install directions.
 
-### Installed Steps
+### Install Steps
 
 1. Clone this repository to your local filesystem.
 2. Navigate to the directory created from the clone.
@@ -50,4 +43,18 @@ The Project consists of the following components:
     - Optionally, you can use the `--test-level RunLocalTests` option if installing into a production instance separately.
 7. Once the deployment completes successfully, the components will be installed in your instance.
 
-### Setup Steps
+## Setup
+1. Setup List of Opportunity Fields to include in the Cloning process.
+    - Create a Fieldset named 'ClonedFields'. This fieldset will need to contain the fields to clone on the Opportunity.
+    - Place fields that need to be cloned in the 'ClonedFields' fieldset
+2. Create Action for SmartClone
+    - Navigate to the Opportunity Object and click on 'Buttons, Links, and Actions'. Click the 'New Action' button.
+    - *Action Type*: 'Lightning Web Component', *Lightning Web Component*:'c:opportunityCustomClone', *Label*: **Your Choice**, *Name*:**Your Choice**
+    - Save Action Button
+    - Navigate to the proper layout and place the Action Button on the Layout.
+3. Create Exclusion Rules for SmartClone
+    - Navigate to Custom Metadata Types and location the 'SmartClone Exclusion Rule' type.
+    - create a new Record.
+        - select a child object of the Opportunity
+        - write the formula as you would a validation rule. If it is true, the record is excluded. You can only use fields from the record itself.
+        - make sure to check the 'Active' checkbox so that the rule is active.