Metadata Archive

Metadata archive contains metadata components such as custom object definitions and page layouts, attributes, current user permissions, etc.

  • The mobile app downloads metadata from the metadata archive and uses the Metadata API and other APIs. Proper permission settings are required.

  • To update the metadata archive, go to the CT Mobile Control Panel: Tools tab and click the Refresh metadata archive button. TIP: It is possible to set up a schedule to refresh metadata arcive. For more information, refer to Metadata Checker.

Metadata Components

The components listed below are downloaded in the ZIP archive.

Component Attribute Description

CustomLabel

*

Custom labels metadata.

CustomObject

ValidationRule

Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record.

CustomObject/CustomField

Description

The description of optional fields is displayed on the screen of the CT Mobile app (iOS).

CustomObject/CustomField

LookupFilter

Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.

CustomObject/CustomField

SummerizedField

SummaryFilterItems

SummaryForeignKey

SummaryOperation

Data on summarized fields and their criteria.

  • SummarizedField represents the field on the detail row that is being summarized;

  • SummaryFilterItem represents the set of filter conditions for this field if it is a summary field;

  • SummaryForeignKey represents the master-detail field on the child that defines the relationship between the parent and the child;

  • SummaryOperation represents the sum operation, such as count, sum, min, and max, to be performed.

CustomObject/CustomField

VisibleLines

The number of lines displayed for fields of the TextArea and Rich Text types.

Dashboard

*

Data on dashboards that have been added. Due to Salesforce limits, CT Mobile downloads a maximum of 9999 of the most recently modified dashboards.

Report

*

Data on configurable reports that have been added.

Due to Salesforce limits, CT Mobile downloads a maximum of 1000 of the last most recently modified reports.

ReportType

*

Data on types of configurable reports.

StandardValueSet

*

Set of values in the standard field with the Picklist type.

Criteria when Components Are Included in the Metadata Archive

The following components are always included in the metadata archive.

  1. User

  2. Activity

  3. CTM Settings

The following components will be added to the metadata archive when objects are added to the offline objects:

  1. For any offline object:

    • the corresponding object, for example,Account, Custom Meeting, etc.

  2. For the Task object:

    • Task

    • Task Status (value set)

  3. For the Opportunity object:

    • Opportunity

    • Opportunity Stage (value set)

    • Opportunity Line Item

    • Product 2

    • Pricebook 2

    • Pricebook Entry

  4. For CT Orders:

    • all objects with the orders prefix, for example, orders__Promotion__c

  5. For CT Sign:

    • Sign Document

    • Sign Settings

The following components will be added to the metadata archive when the module is added in the main menu:

  1. For the Applications module:

    • Application

    • Application Stats

    • Slide

    • Custom Scenario

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