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December 4, 2024
Question

End User reporting plugin , can the record types be configured in prod

  • December 4, 2024
  • 4 replies
  • 0 views

hi, 

I been exploring End user reporting plugin the lower environments, While working in UAT, I came to know that record types configuration needs to be done in dev and then pushed to UAT.

My question is ,will the plugin allow the EUR admins to configure the record types in Production environment, instead of pushing from lower environments. 

Documentation says that we have to configure the records from scratch in prod. 

    4 replies

    stefanhelzle0001
    December 4, 2024

    I do not understand what you are asking for. Please help me.

    December 4, 2024

    this plugin allows the configuration only in Dev and not in UAT and Test

    stefanhelzle0001
    December 4, 2024

    I suggest to ask this question in the support discussion on the plugin page.

    April 17, 2025

    Although its technically possible, its best to create the reporting record types in Dev and push the changed objects to higher environments. Thats how we are doing it. It helps to keep the record type ids in sync across all environments. Its useful especially when you import/export reports from env to another.