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Full transcript

[00:00:05] Hi there, it's James from MoveData. In this video, I'm going to show you how to disable a phase in MoveData from running.

[00:00:11] So in this example, we have a notification which has produced a recurring donation record as well as an opportunity record.

[00:00:18] let's assume that you don't want the recurring donation record from running.

[00:00:23] If we click into the execution and scroll through the phases, we can see that there is a recurring phase which is responsible for finding and creating or updating the recurring donation record.

[00:00:38] So what we can do is disable this phase from running.

[00:00:43] And to do that we want head on over to setup.

[00:00:47] and open custom metadata types and then head into the MoveData pipeline.

[00:00:54] We can scroll down and see that there are a number of recurring entries.

[00:00:58] What we are going to do is copy the label of any one of those and create a new entry.

[00:01:04] And what we're going to do is paste the value we just copied into label and change the suffix so that it says disable.

[00:01:12] We will then add a handler of true and a type of config and hit save.

[00:01:19] We can then head on back to our notification and click reprocess.

[00:01:23] And you'll notice that the recurring donation record is no longer produced. It is also not showing up as a phase in the execution.

[00:01:31] if you wanted to apply this to other phases. You would add different entries replacing recurring with the other appropriate phase such as contact, campaign, etc.

[00:01:42] So that's how you can stop a particular phase in move data from running. Thank you.

You can prevent specific pipeline phases from executing by adding a disable entry in MoveData Pipeline Settings custom metadata. This is useful when you want to stop MoveData from creating certain record types, such as recurring donations, without affecting other phases.

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