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Allow sorting/filtering of the Schema by "checked"

Answered
Matthew User

When selecting Salesforce schemas there are 100's of options. Once they are checked it would be very useful to sort/filter by the fields that are checked.

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Comments

8 comments

Date Votes
  • Official comment
    Andrew Morse Fivetranner

    Hi Matthew- Thanks for the request! We're exploring a few updates to our schema tab to help folks manage their schema settings more efficiently. I'll go ahead and pass this idea onto our design team.

  • SiSi Fivetranner
    • Edited

    Hi Matthew - Thank you for the suggestion! I'm from the design team and I'd like to understand a bit more about what you're trying to accomplish. Could you walk me through the problem you're trying to solve where sorting/filtering by checked fields is useful? 

    The schema page currently has a search field where you can search by table name. How would adding the ability to sort/filter by checked fields help? 

    We appreciate your feedback! 

  • Matthew User

    Hi Sisi

    My use is as follows:

    I have completed my initial checking of relevant tables and started the sync, which has run. I now want to compare which tables I've marked for sync against an internal system. To do this I'd ideally want to have a view of ONLY the checked tables, otherwise I need to scroll through 100's of unchecked Salesforce tables.

    Hope this is clear?

  • SiSi Fivetranner
    • Edited

    Hi Matthew, 

    Thank you for your clarification. When you are comparing the tables you've synced against an internal system, what is your motivation? What are you comparing? What other actions might you take during our comparison of the selected tables against your internal system? 

    Thank you. 

  • Matthew User

    Hi Sisi

     

    Our most recent use case is that we have 2 salesforce instances, UAT & PROD. We would like to maintain parity in terms of which tables we have in PROD and mirror that in UAT. At the moment this is quite a difficult task.

     

  • Andrew Morse Fivetranner

    Hi Matthew,

    Thanks for sharing. Have you explored using our API to script/build something lightweight to perform this action for you?

  • Matthew User

    Hi Andrew Morse no I haven't, I will take a look. Are there any github libraries with examples of using it?

    (really appreciate the API, but part of the appeal of Fivetran was avoiding doing any engineering :D)

    Thanks

  • Andrew Morse Fivetranner

    Unfortunately I don't believe so. I hear you on leveraging an API for that not being ideal, but it is our most flexible option when there's a specific need that we haven't heard before. That being said, I have noted this down and as we think about how to improve the schema page we will take it into consideration.

    There are some more generic features that might meet your need that are on our backlog, specifically the ability to download a CSV of a schema. Would that type of feature allow you to improve the way you're comparing across destinations? 

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