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Disable a Phase

James Gilray avatar
Written by James Gilray
Updated over a year ago

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 be PIPELINE_DONATION_RECURRING_DISABLE

  • MoveData Pipeline Setting Name is not consumed by MoveData and as such can be anything you like

  • Set Handler to True

  • Sort Order is not required

  • Set Type to Config

Outcome

Below is an example of a before and after for disabling Recurring:

Before

After

From the execution log, we can see the Recurring phase has been skipped:

Skip Phase Execution Log

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