Compact Layout Assignments
Besides the fact that the Compact Layouts themselves can be edited by Subscriber, the changes made by ISV are delivered to Subscriber by the package upgrade.
Except for the Compact Layout Assignments.
What’s updated by ZuppIO
ZuppIO will update the following managed Compact Layout Assignments or default (System):
- When they are different in Source and Target orgs
- For managed Compact Layouts that exist in both Source and Target orgs
- For Custom Objects, if Custom Objects exist in both Source and Target orgs
- For managed Record Types, if they exist and are active in both Source and Target orgs
- If the target Compact Layout Assignment is also managed or default (System)
What’s ignored by ZuppIO
ZuppIO will not update:
- Assignments that are equal in source and target orgs
- Assignments for Custom Object that doesn't exist in the target org
- Assignments for Compact Layout that doesn't exist in the target org
- Assignments if Compact Layout Assignment in target org doesn’t belong to the currently processed managed package
- Assignments for managed Record Type that doesn't exist in the target org
- Assignments for managed Record Type that is inactive in either source or target org
- Assignments for any other Record Type in target org
- Assignments for managed Record Type in target org if that assignment doesn’t belong to the current managed package
How to deploy Compact Layout Assignments
- Open Job
- Press New Step button
- Name your step
- Select Compact Layout Assignments type
- Choose what to deploy:
- Select "All compact layout assignments" to deploy all managed assignments
- OR choose "Select compact layout assignments" to pick specific Custom Objects
- Select 'On Error' action
- Save your changes
- Select your new step
- Select at least one Target org
- Choose action:
- Press Validation to run job in checkonly mode
- OR press Execute to apply changes without validation