Commit Graph
16 Commits
Author SHA1 Message Date
cgary e577b2d0b4 Merge branch 'client-request/ticket_1633454444' 2025-04-25 17:00:33 -04:00
cgary a66b0bdb3a Added Comment to Class 2025-04-25 17:00:21 -04:00
cgary f34a61e653 Adds rule-based filtering for cloned records
Implements a mechanism to exclude child records from being cloned based on configurable formulas.

Introduces a Custom Metadata object to define exclusion rules, allowing administrators to specify formulas for different SObjects.

Updates the cloning service to evaluate these formulas and filter out records that meet the exclusion criteria.
2025-04-21 16:39:07 -04:00
cgary 81b24f298b Adds SmartClone Record Exclusion Rule MDT
Adds a new Metadata Type object to allow users to define
exclusion rules for the SmartClone component.

This allows users to specify criteria to prevent certain
related records from being cloned.

Also, excludes listViews metadata from source control.
2025-04-18 15:10:06 -04:00
cgary e2e6cb7df7 Updates .forceignore and SFDX project config
Updates .forceignore to exclude more metadata types like settings, fieldsets, profiles, reports, and dashboards.

Updates the API version to 63.0 for Apex classes, LWC, and the SFDX project.
Also updates the project scratch definition to remove AuthorApex.
2025-04-17 13:00:45 -04:00
cgary afbf2b6681 Update of scratch definition, update of versions of components 2023-11-03 10:25:16 -04:00
Chris Gary 90b3fc1b72 Updated readme to explaing that RecordTypes are not supported. 2022-10-12 14:08:03 -04:00
cgary 097a52bbc1 Corrected error with finding field values 2022-10-12 13:31:26 -04:00
Christopher Gary db80663afb Removed nullifying OpportunityLineitem.UnitPrice on clone. 2021-07-08 17:08:51 -04:00
Christopher Gary e16023a4af Added Custom Label for Field Exclusing functionality 2021-04-16 17:31:01 -04:00
Christopher Gary 60121072b9 Updated README 2021-04-15 17:33:11 -04:00
Christopher Gary 50e6691bb4 Fixing formatting 2021-04-14 21:48:24 -04:00
Christopher Gary 26423a7f33 Modification to Services to process Datetime and add error toast 2021-04-14 21:46:10 -04:00
Christopher Gary a33604b498 Additional feature to pre-determine children list to clone 2021-04-14 07:34:56 -04:00
Christopher Gary 21df2d0bd2 Modifications to lightning component 2021-04-12 05:44:06 -04:00
Christopher Gary 2622f14385 Initialize Repository 2021-04-02 22:25:09 -04:00