How do I refresh the metadata list in Welkin Suite

The Welkin Suite Forum

How do I refresh the metadata list in Welkin Suite



How do I refresh the metadata list in Welkin Suite

  • Please log in to reply

#1
windows version welkinsuite

joseph@crmdna.com

    Posted 04 Aug 2017 and edited 28 Mar 2018

    I created a new object directly on my Sandbox. Now I want to pull that object into my project. I right click on the Object folder and click Pull from Salesforce however the new object I created is not one of my choices.



    13 replies to this topic

    #2

    kate.dulko

      Posted 05 Aug 2017

      Hi Joseph,


      Thank you for contacting us with this.


      The list which you can see at the first stage of the pull process is the list of existing files in your TWS project. Here you can select which of them you want to check for updates on your Salesforce Organization. This is why your newly created files on an Org are absent here.

      To get a new object from your Sandbox, please open the 'Project metadata components' wizard ( it is available in the menu Project) and make sure that you use the 'Subscribe' option for the Object metadata type. Then please pull from Salesforce.

      After the existing in your TWS project files will be checked for updates, you will see the files which were deleted or created on your Sandbox and you can select which of them should be removed/added to your project in the IDE.

      In other words, please proceed with the pulling process from Salesforce.


      If you would have any additional questions, please contact us. We will be happy to answer them.

      Regards,

      Kate



      Kate Dulko
      Customer Relations

      The Welkin Suite

      twitter: @KateDulko
      skype id: d_katerina
      e-mail: kate.dulko@welkinsuite.com

       

        


      #3

      drivard

        Posted 19 Mar 2018

        I have the same issue. If I goto Project metadata components' wizard I can see the new flow I created. It is listed there and checked on. However when I go to pull from salesforce it is not listed. 

        Thanks Don!




        #4

        kate.dulko

          Posted 19 Mar 2018

          Hi Don,


          Thank you for your post.


          The IDE download newly created files at the end of the pulling process:

               - at the first stage, you see files that are present locally in your TWS project and the IDE will check them for updates;

               - at the last stage of the pull process, you will see statuses for all the added/updated/deleted files.


          Please let me know if you don't get new files after the pull from Salesforce is finished.


          Thank you,

          Kate


          Kate Dulko
          Customer Relations

          The Welkin Suite

          twitter: @KateDulko
          skype id: d_katerina
          e-mail: kate.dulko@welkinsuite.com

           

            


          #5

          drivard

            Posted 19 Mar 2018 and edited 19 Mar 2018

            Thanks. However the new flow I created is not listed in the Pull screen so I cannot choose the file to pull. It does show in the Project Metadata Download list.

             I can provide screen shots


            Don



            #6

            kate.dulko

              Posted 19 Mar 2018

              Hi Don,


              Thank you for your quick response.


              The list of files in the Pull wizard is not the same that you see in the Project Metadata Components wizard.

              In the Pull wizard, there are only files that are already present in your TWS project, and in the Project Metadata Components wizard you can see all the files from your organization that TWS supports. 

              After you select any file in the Pull wizard, you can proceed to pull from Salesforce and the IDE will download new files (in your case, the new flow) and you will see these files in the results. This is how the pull process is implemented.


              Please pull any file(s) and check if you would see your flow at the end of the process.


              Thank you,

              Kate


              Kate Dulko
              Customer Relations

              The Welkin Suite

              twitter: @KateDulko
              skype id: d_katerina
              e-mail: kate.dulko@welkinsuite.com

               

                


              #7

              drivard

                Posted 19 Mar 2018

                Hi Kate,

                I apologize but I am still confused. Here are my steps

                Open Project Metadata Components wizard. Click on my new Flows. Click Apply.

                I then goto the Pull Screen to select and pull down my new flows. However they are not there to select.


                That is where I am confused when you say

                "After you select any file in the Pull wizard, you can proceed to pull from Salesforce and the IDE will download new files"


                My flows are not there to select, in the Pull Wizard. 

                Don




                #8

                kate.dulko

                  Posted 19 Mar 2018

                  Hi Don,


                  Sorry for adding a confusing by this phrase.

                  However, please select any file in the list that you see in the Pull wizard and click 'Next'. After this the pull process will start and the IDE will download your newly created flow to your project.


                  Please let me know if you get your new file after this pulling process.

                  We understand that these steps are not obvious for downloading new files and this could be not clear why to pull any other file for this. However, currently it works this way and we will work on improving this process soon.


                  Thank you,

                  Kate 



                  Kate Dulko
                  Customer Relations

                  The Welkin Suite

                  twitter: @KateDulko
                  skype id: d_katerina
                  e-mail: kate.dulko@welkinsuite.com

                   

                    


                  #9

                  drivard

                    Posted 20 Mar 2018

                    Hi Kate,

                    To be honest you are explaining everything perfectly. It is my explanations that are the issue. I under exactly what you are explaining. However when you say

                     "please select any file in the list that you see in the Pull wizard and click Next" that is my issue. The flow is not listed for me to select. I have attached 2 screen shots.

                    The first is the listing of flow from the Project metadata components menu screen You can see a list of all my flows, and the flows I circled I circled in Yellow I am trying to download.


                    The second is the list from the Pull from Salesforce menu screen. The list does not list the HebCalIntegration flows. This is the screen I believe you are explaining for me to select and hit next to download. However I cannot select as they are not listed


                    Don


                    Attached Files


                    #10

                    kate.dulko

                      Posted 20 Mar 2018

                      Hi Don,


                      Thank you for your post and for the screenshots.


                      You can just click 'Next', or please select any other file in the Pull wizard list, for example, the 'Donation_Letter_Create_Touch_Pt-1' and click 'Next'.

                      You will see your HebCalIntegration flow files after this in the next stage of pulling when TWS will download them.


                      Looking forward to your response after these actions.


                      Regards,

                      Kate


                      Kate Dulko
                      Customer Relations

                      The Welkin Suite

                      twitter: @KateDulko
                      skype id: d_katerina
                      e-mail: kate.dulko@welkinsuite.com

                       

                        


                      #11

                      drivard

                        Posted 20 Mar 2018

                        Hi Kate,

                        Thanks so much for your work and patience on this. That did work. I know understand how to pull new metadata.



                        Don



                        #12

                        kate.dulko

                          Posted 20 Mar 2018

                          Hi Don,


                          Thank you for your update!

                          I'm happy to hear that you got your new flow files to your TWS project.


                          As I told previously, we are going to improve the pulling process to make it more clear and convenient.


                          If you would have any other questions - please let me know. I'll be happy to answer them and provide you with a necessary information.


                          Regards,

                          Kate


                          Kate Dulko
                          Customer Relations

                          The Welkin Suite

                          twitter: @KateDulko
                          skype id: d_katerina
                          e-mail: kate.dulko@welkinsuite.com

                           

                            


                          #13

                          fmartire

                            Posted 28 Mar 2018

                            Hi, I have a similar problem of drivard: when I pull flows, TWS doesn't take all the versions of them: apparently it skips the active one when there are multiple versions.




                            #14

                            kate.dulko

                              Posted 28 Mar 2018

                              Hi Francesco,


                              Thank you for your post.

                              This is known issue to us and here is a link to a related discussion. 

                              You can follow the mentioned topic to get updates on it.


                              Regards,

                              Kate



                              Kate Dulko
                              Customer Relations

                              The Welkin Suite

                              twitter: @KateDulko
                              skype id: d_katerina
                              e-mail: kate.dulko@welkinsuite.com

                               

                                

                              • 1




                              Boost Your Productivity. Get Started Today

                              Try Free Trial