What metadata type to select in the filter?
Compact layout assignments are stored in the Custom object
metadata within the RecordType
sub-component.
So in order to deploy Compact Layout assignment, you'll need to include Custom object
+ RecordType
in your metadata filter.
Alternatively, you can use Gearset's default Basic comparison metadata filter, which already includes Custom object
metadata.
When to include only 'Custom object' metadata type without any of its sub-components?
Below is an example of a Compact Layout assignment stored directly within the 'Account' Custom object
metadata type.
In this Salesforce org you'd find it in Account > Compact Layouts
.
If you've reassigned System Default
Compact Layout on a specific standard object, then you'd only need to include Custom object
in your metadata filter (without any of its sub-components).
This is when the Compact Layout assignment is being stored within Custom object
metadata.
Preview in the Compare 2.0
Note: The user interface of the comparison results may differ slightly if you're using Compare 2.0 to retrieve the same Compact Layout assignment, in which case the interface would look as below.
When to include both 'Custom object' and 'Record type' metadata types?
You would need both Custom object
and RecordType
metadata types included in the filter when Compact Layout assignment is set up for a specific RecordType
on a Custom object
.
Below is an example of a Compact Layout assignment found in the comparison within the Record type
.
In this Salesforce org its location is: Case (object) > Record Types > 'CSE Support'
Record Type.
Preview in the Compare 2.0:
When to include 'Custom object' and 'Compact Layout' metadata types?
You'd normally include both Custom object
and its sub-component Compact Layout
when you're aiming to retrieve the Compact Layout as a top level component.
This means that you'd have the Custom Layout
separated from the Custom object
in your comparison results, as per below image.
Preview in the Compare 2.0: