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Allow working with record types

Open paustint opened this issue 2 years ago • 1 comments

Describe the problem you are trying to solve Record types have page layout assignments and varying picklist values.

Jetstream should provide a way to make viewing/editing/troubleshooting this configuration a lot easier than what Salesforce provides.

Ideas

  • Show all picklist values across multiple objects and records types available on one page (SFDC requires a lot of individual clicks and drilling in)
    • Ability to make changes to above
  • Ability to see / edit which page layouts are assigned to which record types
    • maybe there is some quick search to easily filter to see what is being layout is used for a record+profile?

related to #102

paustint avatar May 07 '23 16:05 paustint

Fetching the data for this is probably a bit more complex than most features, as AFAIK most of the data is only available from the metadata file-based API.

  1. Make metadata API request including Layout, Profile and RecordType
  2. Unzip in browser and parse XML using DOMParser
  3. Show to user

Making updates can hopefully be done including small-ish metadata deployments without having to include much data in XML requests.

paustint avatar May 07 '23 16:05 paustint