What permission do I need to ensure I'm able to in...
# sdf
d
What permission do I need to ensure I'm able to instantiate a customer record when deploying vis SDF?
z
It depends on how access permissions on the custom record have been administered. If access is granted via the general "Custom Record Entries" permission, then that is the permission one would need. If access is granted using a permission list, then the specific permissions for that record type will have defined on the record (Permissions subtab) or, alternatively, on one or more roles.
Custom Record Type - form - ACCESS TYPE field
d
Thanks @zvictor, ended up simply 'deploying' again, and it worked.
z
SDF voodoo! OK.
d
SDF must not like creating the custom record and creating instances of that record all in the same 'deploy'
lol, oh well
z
Oh, yes! I have encountered that too. I should've realized it was something like that. (I've read enough of your remarks to know that you know how custom record permissions work!)
Related - I've had similar troubles with Custom Forms saved on Custom Record Types.
Specifically, the last time I tried to export a Custom Form with its Custom Record, SDF was not having it
I don't remember the error, but I think the crux of the issue was that the fom needed the record type to exist in the target env before that record type had been defined (first deploy).