Data Category Visibility Settings

To create this template, follow the below steps:

1. Login to your AutoRABIT account.

2. Click on Env. Pro. module.

3. Click on Create New Template.

4. Go to the Create Unsupported Metadata Template tab.

5. Give the template a name and a short description of it.

6. Select the DataCategoryVisibilitySetting checkbox available under Data Category Visibility Settings.

7. Click Add.

8. On the next screen, you'll notice that a Test Case Name appears by default. Click the Add button to add the custom test data. Fill in the required information in the fields below, then click the Save button.

   • Category To Edit: Specify the category which you want to edit.

   • Hide Record Information: If selected, it hides record information in the notification email sent when online case creation fails.

   • Email Signature: Enter the category's details and select Enable if you want to activate it.

   
9. Click Save to save the template.

10. Once the template is successfully created, you'll be redirected to the Environment Provisioning History screen.

11. Click on the Run button to run the current template on your destination org.

12. Select your destination org from the dropdown and enter the email address(es) to receive an email notification whenever the template is run.

13. In the Post Deployment Steps, select the test cases that you have recently created.

14. For a detailed summary report of the operation carried out, please check the View History page.