We've upgraded our existing comparison filter in several way to improve the usability and feature set.
Accessing the metadata comparison filter
The fastest and easiest way to open the new comparison filter is to simply click on the cog icon
shortcut from the new sidebar when in Comparison filter
mode:
You can also access managing your custom filters via the comparison filter dropdown:
Building a new comparison filter
Building a completely new filter is easy. Simply:
Select the
None (0)
option which will clear any existing metadata type selections.Pick and choose the metadata type(s) you want to add to your filter
Choose if you want to always include any items for a type to be included in future comparisons, or specify specific named items based on the current items found between the two orgs
Add any custom rules using regex or specific object names that will also be applied as part of your filter
If you wish to save your current selects and rules as a permanent filter for future use, click
Save filter...
to give it a name and save the configuration. Note: you can also apply a filter to your current comparison without saving it for permanent use.
Updating an existing filter using manage custom filters
To edit a pre-existing filter via the manage custom filters panel:
Open the manage custom filters settings
Choose your comparison filter from the drop-down
Add/remove types or specify rules and items that you wish to change for your current filter
To apply the filter without making permanent changes to it, simply click
Update comparison filter
.To save the changes as either a new filter or update the existing filter, click
Save filter...
and choose the applicable options.
Updating an existing filter using manage custom filters
If you need to quickly add a metadata type(s) to your current view from the comparison results, you can also simply use the +COMPARE
shortcut from the list of types in the sidebar to add it to an already selected filter. To permanently save the change, you can do that via the manage custom filters panel.