Overview
MoveData executes in phases:
Account
Contact
Campaign
Recurring
Donation
This article describes how to disable a phase from executing. In this example we will focus on disabling the Recurring
phase (so that an Opportunity record is created but not parented by a Recurring Donation) but note that the below logic is compatible in all phases of the execution.
Implementation
Disabling a Phase via Metadata
Related Article:
For information on how MoveData handles the registration of flows, please select your extension(s) from the following article:
Any metadata entry ending in *_DISABLE
will disable that phase when entered into the MoveData Pipeline Metadata.
To disable the Recurring
phase we created the following entry:
Disabling Recurring Donation Example
Label
is an explicit key used by MoveData to located the registered entry, and in this case, it will bePIPELINE_DONATION_RECURRING_DISABLE
MoveData Pipeline Setting Name
is not consumed by MoveData and as such can be anything you likeSet
Handler
toTrue
Sort Order
is not requiredSet
Type
toConfig
Outcome
Below is an example of a before and after for disabling Recurring
:
From the execution log, we can see the Recurring
phase has been skipped:
Skip Phase Execution Log